How to use the Matter Activity screen

The Matter Activity screen shows you what has happened on your open matters, in one place. You can see when a client uploads a document, when a question is updated, when a stage changes, and when a sync with another system succeeds or fails. You do not need to open each matter to find out. To access the feed click Matters from the left menu and then click Activity.

Each matter has its own card. Click the arrow next to the matter name to open or close the card.

On an open card you will see:

• How long ago each event happened, such as "Yesterday" or "Over 30 days ago".
• A colored label for some events, such as Created or Updated.
• Who did it. "Client User" means your client. "Firm Staff" means someone at your firm.
• What happened. Examples: a document was uploaded, a question was updated, the stage changed from Data Gathering to Drafting, the matter was un-submitted, the matter name was changed, the matter synced to Clio, or a sync to another system failed.

If a matter has more events than fit on the card, click Load 5 more to see the next five. To go to the matter itself, click Open Matter at the top right of the card.

• Activity. Matters with activity you have not dealt with yet. On each card you can click Follow up or Dismiss.
• Follow up. Matters you marked to come back to. On each card you can click Dismiss when you are done.
• Dismissed. Matters you cleared. On each card you can click Follow up to move it to the Follow up tab, or Back to Activity to put it back in the Activity tab.