Frequently Asked Question

How do I find matters I haven’t reviewed recently?

Use the Unreviewed / Stale Matters widget on your dashboard (the home screen you see outside of a matter). It lists matters assigned to you in one of two modes:

  • Unreviewed Matters - no activity tagged Reviewed within the time period.
  • Stale Matters - you have not created any non-hidden activity within the time period.

To switch modes or change the time period, click the cog icon on the widget, then choose a Display option and a Time Period (days): 30, 45, 60, 90, or 180. The default is Unreviewed Matters over 30 days.

To mark a matter as reviewed, add an activity with the Reviewed tag.