Matters

The Mattert tracks all communications, files, fields, status, internal notes, comments, and actions. Here’s a detailed guide on how to utilize the Matter View effectively.

Accessing Matters

Permissions

• Board Members (and Owners): Can access their own matters but cannot access matters from other boards (e.g., employment matters).
• Non-board members: Can only see the communications and files they are explicitly involved in. If they are not involved in any communications, they will not see anything when accessing the matter.

Steps to Access Matters

1. Navigate to the Top Bar.
2. Click on Matters.
3. Select a Board.
4. In the matter table, click on any available matter to open it.

Key Features of the Matter View

Conversation Thread

• Email Intake: Matters created via email using the tracking email address will have the conversation in the matter thread.
• Structured Forms Intake: Fields populated from the form will populate the matter fields.
• On-Platform Creation: Ticketing agents can create and compose new email threads within the matter.

Add Emails to Matters

• Each matter comes with a matter intake email. Forward a thread, or CC the matter intake response in a reply to add the thread to the matter.

Matter Layout

• Each matter has an associated layout, defaulting to General Request.
• To change the layout:

1. Click on the ... in the top right corner.
2. Select Change Matter Layout.
3. Choose the new layout.

Files Section

• Aggregates all files exchanged as part of the matter’s correspondence.
• Files exchanged via email and uploaded via structured forms will be saved here and can be downloaded.

File Uploads

• Details on file sizes and types support can be found at: File Types and Limits

File Renaming

1. Files can be renamed via a new action under the files tab or via the conversation section.

2. Names must be at least 1 character and no more than 256 characters.
3. Files can not be renamed with:
   1. The following characters in the name:

      1. < > : “ / \ | ? *

   2. Any special names enforced by windows:

      1. CON, PRN, AUX, NUL, COM1, COM2, COM3, COM4, COM5, COM6, COM7, COM8, COM9, LPT1, LPT2, LPT3, LPT4, LPT5, LPT6, LPT7, LPT8, and LPT9

AI Matter Summary

Note: AI Matter Summary is in beta release. To use this feature - please reach out to your customer success manager.

Overview

AI Matter Summary helps legal teams quickly grasp the context of complex matters by generating concise, intelligent summaries of ongoing legal requests. This reduces time spent combing through lengthy email threads, comments, and attachments.

What it does

The AI summarization feature distills key matter information into two focused sections:

1. Request Summary

   A brief overview of the original request, including:

   • Who raised it

   • When it was initiated

   • What topic or issue it relates to

2. Recent Activity Breakdown

   A timeline-style summary of the most recent developments, so teams can immediately see:

   • What’s happened recently

   • Who took action

   • What’s currently pending or next action

Why it matters

Legal matters often involve dozens of emails, messages, and updates, making it hard to get a clear picture of what’s going on-especially for:

• Practice Leads preparing for 1:1s with attorneys

• GCs needing quick insight into key strategic matters

• Attorneys handing over or picking up matters mid-stream

• Anyone returning from leave and needing to get back up to speed

Internal Notes

• Adding Internal Notes: Used for internal communication between board members, owners, and tagged agents.
  • Tagging: Type the @ symbol followed by the user’s name to tag them. This sends an email notification to the tagged matter agent.
  • Tracking Off-Platform Conversations: Note down phone calls or in-person conversations. Internal notes are time-stamped and can be deleted if needed.

Additional Functionalities

• Move Matters: Move matters from one board to another via the action menu in the top right corner.
• Reply to Conversations: Reply to conversations directly in the thread by clicking the Reply or Reply All buttons.
• Edit Subject Line: Edit the subject line of the matter as needed.

By utilizing these features, you can ensure that all aspects of a matter are efficiently tracked and managed within Checkbox.

Slack Messages

You can create new Slack messages and reply to existing threads directly inside a Checkbox matter — so you can stay in context while keeping Slack stakeholders in the loop.

Before you start

• Connect your Slack account in Checkbox so messages can be sent as you (not as a bot).

What you can do

• Reply to Slack DMs from within a Checkbox matter
• Reply to Slack channel threads from within a Checkbox matter
• Use common Slack workflows like @mentions and file sharing (where supported), with updates syncing back to the matter

Create a new Slack message

1. Open the matter in Checkbox.
2. Click + New thread.
3. Select Slack thread (left-hand side).
4. If prompted, connect your Slack account.
   • What you’ll see: once connected, messages post to Slack as you (not as a bot).
5. Choose where to send your message and send it.
   • You can create messages in channels, DMs, and group DMs as yourself.

Reply to an existing Slack thread

1. Open the matter in Checkbox.
   • What you’ll see: the matter context where you’re managing the work (including the Slack conversation when linked).
2. Open the Slack thread you want to respond to.
   • What you’ll see: the existing DM or channel thread associated with the matter.
3. Write your reply and send it.
   • What you’ll see: your message posts back to Slack as you (using your Slack connection).

Notes

• Direct messages (DMs): Checkbox can sync and respond to threaded replies in DMs. Slack does not allow apps to reliably capture separate, non-threaded DM messages as part of the same conversation — so those messages won’t appear in Checkbox.
• Participation required: You can’t reply to a Slack channel thread if you’re not a member of that channel, and you can’t reply to a DM/group DM you’re not part of.
• This is designed for Slack-first collaboration: keep the conversation moving in Slack while keeping the legal work and context in Checkbox.