Matters & Cases

Every case. One system.

Create a matter and everything organizes around it — documents, time entries, invoices, calendar events, and notes — all linked by a single reference number.

Create & Organize Matters

Click + New Matter and fill in: title, client (required), type (Litigation, Advisory, Mining, Tax, etc.), lead lawyer, office, and description. Barristr generates a reference number (MAT-2025-001) and creates a document folder automatically.

■Custom reference numbers (e.g. MAT-2025-001)
■5 statuses: Open, Pending, On Hold, Closed, Archived
■Pin active matters to the sidebar
■Search by reference, title, or client name
■Filter by status, office, type, or lead lawyer
■Column picker to customize the table view

Matter Detail View

Click any matter to open its full detail page with tabs for every aspect of the case.

Overview — case info, client, stats, activity feed
Documents — all files for this matter
Time — logged hours against this matter
Invoices — billing history
Calendar — linked events and deadlines
Notes — threaded internal discussions

Access Control

Control who can see sensitive matters. Set access to 'Everyone' (default) or restrict to specific users and roles. Restricted matters are hidden everywhere — Documents page, search results, client pages, and the AI assistant. Partners always have full access.

Organize your caseload.

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