Matters
Matters are board-driven multi-step pipelines for managing cases, engagements, projects, or any structured process. Each matter is created from a board template and progresses through defined steps.
Boards and Templates
- Boards define the steps, properties, and structure that matters follow.
- Navigate to Matters -> Templates to browse and edit boards.
- Each board has a sequence of steps drawn from 19 step types (Form, Approval, Document, Sign, Task, and more).
- Board properties define custom metadata fields (text, date, select, etc.) visible on every matter.
Creating a Matter
- Click + New Matter from the matters list or sidebar.
- Select a board template.
- Enter a title, assignee, priority, and any required board properties.
- The matter is created with all steps from the board template.
Matter Detail View
The matter detail page has 6 tabs:
| Tab | Description |
|---|---|
| Steps | Progress through the pipeline. Complete, skip, reject, or reopen steps. Form steps show inline forms; document steps preview generated documents. |
| Data | Board property values, linked records, and custom metadata fields. |
| Line Items | Financial line items with quantity, unit price, tax, and total calculations. |
| Documents | Attached documents and generated files from document template steps. |
| Activity | Chronological feed of all comments, status changes, and actions. |
| Files | All files associated with the matter and its steps. |
Step Types
| Type | Description |
|---|---|
FORM | Collects structured data via an embedded form |
APPROVAL | Requires an approver to approve or reject before proceeding |
TASK | A simple to-do item with subtask support |
DOCUMENT | Generates a document from a template pack with matter data |
SIGN_DOCUMENTS | Sends documents for e-signature (Opbox Sign or DocuSign) |
EMAIL | Sends a templated email when reached |
EXTERNAL_SIGNOFF | Awaits an external party's signoff via secure link |
BUNDLE | Compiles selected files into a single bundle for download or signature |
ANNOTATE | Annotates a PDF with form field overlays for signing or filing |
PAYMENT | Payment collection step |
WORKFLOW | Triggers a Workflow run on entry |
MANUAL | Free-form manual step with custom checklist |
STATE_MACHINE | Multi-state step driven by a defined state machine (e.g. KYC review loops) |
PIPELINE_STAGE | A stage in a sales-pipeline matter (with probability and won/lost terminal states) |
CALENDAR | Booking-funnel step that schedules a calendar event |
MANAGED_AGENT | Hands the step off to an autonomous AI agent for execution |
MILESTONES | Groups related steps into named milestones for high-level progress tracking |
INSTRUCTION | Unified instruction step. Configure in agent mode (AI automatically handles the step) or colleague mode (assign to a team member with detailed instructions and a checklist) |
Step Actions
- Complete - Mark the step as done. For form steps, submits the form data.
- Skip - Skip this step (if the board allows it).
- Reject - Reject the step with an optional reason.
- Reopen - Reopen a completed or rejected step to revise.
- Assign - Assign or reassign a step to a specific user.
- Comment - Add a comment visible in the step activity feed.
- Subtasks - Add and manage checklist items within a step.
Matter Layout
The matter detail view uses a structured two-column layout designed for clarity at scale:
- Header - The matter title, status badge, and primary actions (assign, priority, due date) are pinned at the top of the canvas, always in view as you scroll through steps.
- Step progress panel - The left column lists all steps in order with completion state, assignee, and type indicators. Click a step to open its detail panel.
- Contextual sidebar - The right column shows step-level context: data, files, comments, and links relevant to the active step.
- Step detail panel - When a step is open, its content is divided into three zones:
- Input - What the step needs (form fields, documents to review, instructions).
- Processing - Actions in progress (approvals awaiting, agent activity, e-signature status).
- Output - Results so far (submitted form data, generated documents, signed files).