Gather a matter's documents in one place

A matter brings together the documents and conversations of one case, whether they are stored in Ordalie or in a connected source.

Create a matter

In the left column, click New matter and name it. Drop your first documents or click Browse files, then click Create matter.

Add items

• In the matter, click Add documents.
• In an open document, including a file from a connected source, open the window menu and choose Add to a matter.
• In History, open a conversation's menu and choose Add to a matter.

Removing an item from the matter does not delete it. Deleting the matter deletes neither its documents nor its conversations.

Track the case

At the top of the matter, set a Due date and a Lead from your organization's members. The More menu lets you enter the Client, Counterparty and Ref. of the case, and rename, pin or archive the matter.

Work with the assistant

On the home screen, click Work in… and pick the matter: the assistant draws on its documents. In the matter, a document's menu has Discuss with Ordalie, which opens the assistant next to the document, with that document as context.