MMike.aiLegal AI workspaces
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Matter workflows

Find matters and actions

Search by reference, client-safe label, owner, practice area or stage and return to recent work quickly.

Everyone4 min

Steps

  1. 1

    Choose Find matters and actions in the workspace header, or press Ctrl+K on Windows and Cmd+K on macOS.

  2. 2

    Enter a matter reference, client-safe label, owner or next action.

  3. 3

    Choose a recent matter or a matching result to open its cockpit.

  4. 4

    For advanced filtering, open My work and filter by owner, team, practice area or stage.

Checks

Search results contain only matters in your workspace.

Opening a matter records it in recent work.

The matter cockpit shows blockers, evidence, decisions and outputs together.