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.

What the Overview shows

The Overview pulls together the key elements of the matter in one place so you don't have to dig through separate tabs to see where things stand:

• Recent activity — the latest chats, uploads, and changes within the matter
• AI Assistant chats — conversations scoped to this matter (and only this matter)
• Files — quick access to documents uploaded to the matter
• Matter Files — the organized folder structure, such as Medical Chronology folders

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 lets you move between the parts of the matter:

• Matter Overview — this summary view
• AI Assistant — start or continue a chat scoped to the matter
• Files — documents you've uploaded to the matter
• Matter Files — the organized file structure

AI Assistant, scoped to the matter

Chats you start from a matter live inside that matter. When you open the AI Assistant from the Overview, any new conversation is automatically associated with the current matter, and any files you attach come from the matter's own file picker (plus Unassigned). This keeps each case's work product self-contained.

Tip — If you're looking for an older chat that isn't showing up here, it may not have been linked to a matter. Check the Unassigned matter and move the chat into the right matter. See Using Matters in Paxton for how.

Need help?

If something on the Overview looks off, reach out to support at [e-mail].