Matters: Smarter Case Organization & Context

Matters in Paxton is a dedicated workspace where you can organize all your work related to a specific legal case or client file.

Each time you start or continue a conversation within a Matter, the Paxton will reference the Matter Context you've provided so your responses are tailored to that specific case. Files will still need to be selected and attached in each new conversation when working with Matters.

Why Use Matters?

Without a Matter, every conversation with Paxton starts from scratch. But inside a Matter:

• Context sticks: Paxton will reference the Matter Context for each conversation within that matter.

• Smarter responses: Drafts, summaries, and checklists are grounded in your case specifics — not generic outputs.

• Case separation: Conversations across different Matters don’t bleed into each other. This keeps your work organized, private, and conflict-free.

Moving a Conversation into a Matter (Step by Step)

If you started a chat outside of a Matter, you can move it into the right case at any time.

1. Open the conversation menu: Hover over the chat you want to move and click the three dots next to its title.

2. Select “Move to Matter”: A menu will appear with your available Matters.

3. Choose the right Matter: Pick an existing Matter or create a new one directly from this menu.

Once moved, the conversation will live inside that Matter along with all related context and chats. From then on, Paxton will use both the Matter Context and the imported conversation history to provide smarter, case-specific responses.