Plexus

This guide details how to rename your matters

Renaming a matter

Make quick updates to the key facts and core details for your matters

Editing your matter details

Understanding draft advice for legal support requests and who can view it

Viewing draft advice for matters

Access your activity feed and post comments to collaborate with others

Viewing and leaving comments on a matter

View supporting material from a handy document editor

Uploading and previewing documents on a matter

Edit the supporting materials related to your matter

Editing documents stored against a matter

Highlight the relationships between documents and matters by linking related documents under supporting material

Linking documents to matters

Where supporting material for a matter needs to be reviewed, approved or signed, create simple workflows with the click of a button

Creating approve and eSign workflows from matters

This guide highlights how lawyers can delete a matter from Plexus

Deleting matters

Sammie

Managing matters

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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