Find, organise, and archive your matters

Find, pin, filter, and archive your matters from the Matters list.

Start on the Matters screen, where you land after signing in. It lists every matter you own or that a colleague has shared with you; as your list grows, the tools below help you keep it manageable.

For what each icon, badge, and label on a matter's row means, see Matters list: states and indicators.

Create a matter

1. On the Matters screen, select .
2. In the Create a New Matter dialog, type a reference into Input Matter Reference — for example MTR-2024-123. The matter's identifier has to be different from every matter you already own.
3. Select Create Matter. The matter opens on its Files tab, ready for you to upload files.

You can own up to 100 matters at a time. Matters that other people share with you do not count towards this limit.

Find a matter

1. Type any part of a matter's name — or of its identifier, the code shown beneath the name — into the Search matters… box at the top of the list. The list filters as you type. The identifier is the name in lower case with punctuation replaced by underscores, so a matter named MTR-2024-123 is also found by typing mtr_2024_123.
2. To narrow the list further, use the two dropdowns beside the search box. Neither carries a printed label — each shows its current setting:

   • The ownership dropdown shows All matters by default. Set it to My matters (ones you own) or Shared with me.
   • The status dropdown shows Active by default, which hides archived matters. Set it to Archived or All statuses to see them.

Open a matter

Select a matter's row to open it and start working on it.

Pin a matter to the top

On a matter's row in the Matters list.

Select the pin icon to keep the matter at the top of your list. Select it again to unpin. Pinned matters stay above the rest regardless of the filters above.

Edit a matter's details

On a matter's row in the Matters list.

On a matter you own, select the edit icon to rename it. The Edit Matter dialog has a single field — Input Matter Reference — so the name is the only detail you can change here. The matter's identifier does not change when you rename it.

Share a matter

On a matter's row in the Matters list.

On a matter you own, select the share icon to invite a colleague. See Share a matter with a colleague for the full steps and the roles you can grant.

Archive a matter you have finished with

On a matter's row in the Matters list.

1. On a matter you own, select the archive icon.
2. Confirm in the dialog that appears. The matter moves out of your active list but is not deleted.

To bring back a matter you own that has been archived:

1. Set the status dropdown to Archived or All statuses.
2. Find the matter and select the restore icon on its row.
3. Confirm in the dialog that appears. The matter returns to your active list.

What you've done

You now have a Matters list you can keep on top of: the matters you work on most pinned above the rest, and the ones you have finished with archived out of your active list without being deleted.

Related

How a matter moves through BriefTech

The staged pipeline and the two workstreams that run alongside it.

Download an invoice

Get a receipt or invoice for a credit pack purchase.

Profile settings

The fields in your user profile, and how to verify your email address.

Matters list: states and indicators

The icons, badges, and metadata shown on each matter in the Matters list.