The Matters feature allows you to group, view, and manage your work in One Legal using matter numbers, making the platform fit seamlessly into your existing workflows.
This functionality centralizes all orders, case information, and billing details linked to a Matter/Billing Code, making it easier to track and manage your matters.
Key features
- Tracking matters: Matters are tracked by entering a "Matter / Billing Code" when placing orders on One Legal. Orders that lack a matter number will have the case number entered as the matter number if one exists.
- Organized overview: A searchable table of all your matters.
- Detailed pages: Matter-specific pages for deeper insights.
Accessing Matters
Matters link in the header menu: From your One Legal account dashboard, click on Matters in the header menu to open the Matters overview, which includes a table summary of your matters.
Matters overview
The matter overview table provides an at-a-glance view of all your matters. Use the search and filter options to modify the matters displayed in the overview table by date created, matter status, court, or case title.
From here, you can use the actions dropdown to place new orders with pre-filled details or click on each matter to view detailed information.
Matter details page
Each matter has its own dedicated page that provides a wealth of information and tools for managing the matter.
The Overview tab features summary widgets that provide a high-level view of matter details, case information, recent orders, and total charges for all invoiced orders. You can drill deeper into these details by clicking into each tab at the top of the page, or clicking View more within each summary widget.
Case Info
This view provides a comprehensive summary of all case details related to the matter, including case number, court, case type, and parties involved.
Orders
Users can view a preview of the three most recent orders linked to the matter, as well as access tabs for comprehensive case information and order statuses specific to the matter.
Billing
This feature provides a streamlined way to view and manage billing details directly within the Matters tab. The default view automatically displays orders from the last month, but you can search and filter by date range, order type, payment status, or case number (if there are multiple cases associated with the matter).
The billing grid provides a detailed overview of orders, including
- Order Number – Links to the order details page.
- Invoice Number – A downloadable PDF of the invoice.
- Issue Date – Date the invoice was generated.
- Order Type – The type of legal service ordered.
- Case Number – Associated case number.
- Invoice Type – Classification of the invoice.
- Status – Indicates whether the invoice is paid, unpaid, or otherwise.
- One Legal Charges & Disbursed Fees – Displays charge breakdowns.
- Actions Menu – Options to View Order and Download Invoice.
Export billing
For easy record-keeping, you can export and view your billing data in different formats by clicking on the options above the billing grid:
- Export Spreadsheet – Downloads all invoice data into a CSV file, including all billing details like payment dates and charge breakdowns.
- Export Documents – Compiles all invoices into a ZIP file containing invoice PDFs and emails.
- View Downloads – Takes you to the Downloads page (also accessible from the Account menu). Once the export is processed, the download link will be updated.
How are matters created?
Matters are created automatically when the first order using that Matter Number is created. Enter the Matter/Billing Code in the designated field to link orders to matters. If no Matter Number is entered, the system will group the order by case number if available.
What if I enter None, N/A or NA?
The feature will swap out the words entered for the case number, if a case number is available.
Can I see only my matters, or all matters?
The Matters tab displays all matters created by all users on your account. To view only the matters you created, use the filter options in the search menu. When viewing a matter’s details, you will be able to view all orders associated with that matter regardless of the user that created the order.
How do I access the Matter Details page?
Click on a matter in the overview table or select “View Matter Details” in the actions menu to access its details page, which provides comprehensive information about the matter and related cases.
How is the status of a matter determined?
The status of a matter (Active or Achieved) can be manually changed by the user on the Matter details section. The default status is Active until the user decides to archive it.
Is there a date range limitation using the Matter Search filters?
Yes, the maximum filter for the date range is 3 years. Users can enter any 3-year range.