> For the complete documentation index, see [llms.txt](https://help.paxton.ai/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paxton.ai/help/matters/using-matters-in-paxton/matter-overview.md).

# Matter Overview

The Matter Overview is the first thing you see when you open a matter — an at-a-glance summary of everything happening in that client or case. It's the landing tab for the matter workspace.

## Matter Overview

The Overview is where a matter opens. It pulls together the case's files, drafts, conversations, and collaborators in one place, so you can see where things stand and pick the work back up without hunting for it.

<figure><img src="https://1404317777-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FCY0Bz9NWp8rqtfuqg7ne%2Fuploads%2F97yu6Qy2Hzzu4p5CswWF%2FScreenshot%202026-08-20%20at%206.29.32%E2%80%AFPM.png?alt=media&amp;token=966fed5b-e5ec-4fdd-9901-ce5029f57a9a" alt=""><figcaption></figcaption></figure>

#### What the Overview shows

* **Explore Skills** — guided starting points for common legal workflows, so you don't have to start from a blank prompt
* **Manage Matter Files** — upload documents or connect a cloud drive; files added here are available to every conversation in the matter
* **Collaborate with your team** — add members so colleagues can manage files and view the chats, drafts, chronologies, and timelines for this matter
* **Recent Drafts** — the documents produced in this matter; select **Open** to keep editing in [Canvas](https://help.paxton.ai/help/ai-assistant/editing-drafts-with-canvas)
* **Chat History** — past conversations, each listed with the drafts it produced

Because everything here is scoped to the matter you're in, you can trust that what you're looking at belongs to this client or case — not to another one.

#### The left sidebar

From the Overview, the left sidebar moves you between the parts of the matter:

* **Back to all matters** — return to your matters list
* **Matter Overview** — this summary view
* **Matter Files** — the organized file structure for this matter
* **Matter Record** — [Matter Timeline](https://help.paxton.ai/help/matter-record/matter-timeline), [Medical Chronologies](https://help.paxton.ai/help/matter-record/medical-chronologies), and [Billing Summaries](https://help.paxton.ai/help/matter-record/billing-summaries)
* **Chat History** — **New Chat**, plus every conversation in this matter

#### Starting a conversation from the Overview

Select **Chat** at the top right, or **New Chat** under **Chat History**. The conversation is automatically associated with the current matter: it can read the matter's files, it researches in the matter's jurisdiction, and any draft it produces lands in **Recent Drafts**. Files you attach come from the matter's own file picker (plus Unassigned), so each case's work product stays self-contained.

See [Conversations with Paxton](https://help.paxton.ai/help/ai-assistant/using-the-ai-assistant) for what you can ask.

#### Adding team members

Select **Add Members**, from the banner on the Overview or the button at the top right. Added members can manage files and view this matter's chats, drafts, chronologies, and timelines. See [Collaborating Across Matters in Paxton](https://help.paxton.ai/help/matters/collaborating-across-matters-in-paxton) for roles and details.

### Need help?

If something on the Overview looks off, reach out to support at **<support@paxton.ai>**.


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