Matter pipeline List
Which open files are at intake, conflict review or active work, and who owns them?
Read matter progress, deadlines and decision evidence.
This quarter
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Intake | 24 | ||
| Conflict review | 10 | 42% | |
| Engaged | 2 | 20% | |
| Active | 1 | 50% |
Sample counts per stage
Which open files are at intake, conflict review or active work, and who owns them?
Which conditions have due dates that need attention?
How often did reviewers record clearance, conflict or a request for information?
Which owner has due work and which items have a completion date?
Which recorded actions failed or need review?
Group legal document revisions by Privilege and Matter.
Trace each produced document to Recipient, authorization reference and production hash.
Read decisions, attachments and events beneath a matter.
Start free, then use Proto to change fields, steps and approvals before your team goes live.