Plexus makes it easy for you to view matters and visualise your work with ease! This article will cover off how to:

To use any of this functionality, first ensure that your account has access to the Matter Management module by clicking the Matters option from your main menu to get started.

On the resulting page, there is a list of Matters.

If you are a nominated legal team member, you'll have access to all matters within your area of the Company structure. As a legal team user, you'll have the option to View my matters at the top of the page. Members of the legal team are determined from the Matter categories page.
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If you're a business user, you'll see all matters that you have submitted previously. You'll also see any matters where you're an assignee.

The quick search bar is located to the top right hand corner of the matters list. Use the quick search bar to Search the matters list. This field will search for any matching words or phrases found in any of the columns on the Matters page.

You may also opt to search for a word or phrase in a specific column. To do so, you may notice a search bar under each column heading. Typing a word or phrase in any of these search fields will search through the column vertically and will display any matching results.

The Matter ID is a unique number that is allocated to each new matter created in Plexus. It can be used to reference your matter both for support reasons, and on paperwork that might reside outside of the platform.

There are three places to locate your Matter ID – the first place being the default view on the Matters list.

The format of the Matter ID is:

The Matter ID is also visible from the Matter details page.

You can reorder each column by clicking on the column's name. Click the column's heading once to display details in A-Z order, or click the column twice to display the details in Z-A order.

The Matters list will show an arrow to indicate when the information has been sorted into ascending or descending order.

This function is available for each column on the Matters list.

Each column has a filter icon that you can click to filter your information. Click a corresponding filter icon to display your filter options.

Select the desired option from the dropdown, then use the free-text field to create your filter.

After entering the details for the first filter, you might notice an extra button that appears with and/or buttons. You can create filters based off multiple dimensions using this and/or functionality.

Once you're done, click anywhere outside the filter in order to review your search results.

With the grouping functionality, you can use any of the column headings to create folders amongst the matters. Simply choose any column heading, and drag the column headings(s) to the designated section just above your table.
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The result is a set of expandable sections that reflect groups of the data collected within your columns.

If you would like to group by multiple columns, you can drag and drop multiple column headings to create nested folders.

You can then expand upon these folders to view your matters in organised sections.

Perhaps you'd like to simplify your current view.

Show or hide the fields that are important to you by clicking the table icon in the top right hand corner of your Matters list. You'll see a range of checkboxes to tick or untick in order to show or hide visibility of certain columns.

You may notice that certain custom questions are visible from this list too if the custom questions have been configured to show by your company's administrators.

After you've selected the columns that you'd like to make visible on this list, you can drag and drop the column headings into the correct order to align with your preferences!

The Matters list has four designated columns for:

The figures in each field represent the proportion of days that each Matter spends in a given status, including weekends.

From the Matters list you can edit select key facts for your documents. Editable facts include:

To edit a key fact from the Matters list, you can double click the eligible field, or click the corresponding edit icon.

Make your changes in the available pop-up. Then click the Tick to save your changes.

Changes to key facts will apply for all users with access to the modified matters.

When you’ve configured your table to display your matters (or documents) in a way that’s going to get you the most value out of your day, you can save this view. This will allow you to easily return back to your previous configuration even if you apply another search to the table.

You can click the Eye icon to open up a number of options which we'll go into more detail on below.

When you need to switch from one task to another, you can switch between previously saved views just as easily. Select the Switch view option.

From the list of previously saved views, Select any eligible view to update the documents list.

From the Save view page, enter a name for your view, and select whether it should be:

Click Save to save the current view.

The Managing views button will allow you to delete any saved views that are no longer relevant to you. You can only delete views that you have created.

For any view to be deleted, select the Trash icon.

Then click the Save button to finalise your changes.

Click the icon to Reset view to clear any custom views or changes. This will reset your Matters list to the default view.

Having trouble with customising the Matters list? Reach out to our support team via the Live Chat or [email protected].