Managing matter widgets

Use Widgets to organise and track a Matter's progress.

Table of Contents

• Types of Widgets
  • Billing
  • Next Step
  • Upcoming Events
  • File Preview
  • Contact Details
  • Notes
  • Critical Dates (Conveyancing)
• Rearrange Widgets

Types of Widgets

Billing

The Billing widget shows a high-level view of balances in triConvey Billing including Trust, Unbilled and Unpaid balances. If a user has been disabled from accessing financial information in triConvey Staff & User Settings, this Widget is unavailable to them.

Next Step

The Next Step Widget shows you a quick view of the next task. Use Next Step to make sure every staff member knows what needs to happen next and manage critical deadlines.

Use the Next Step Report in Reports to see your next Steps across all your matters. Learn more about Next Step.

Upcoming Events

The Upcoming Events Widget will show the next two upcoming Calendar Events for a matter. 

File Preview

Use the File Preview to review any file directly from a matter. Click on the arrow icon  to make the preview window larger.

Contact Details

When a contact is selected in Matter Details, the Contact Details Widget gives additional information about the contact without clicking on the contact. 

From this widget, you can also create a letter addressed to the contact or copy the details to a vCard/VCF format to use elsewhere. 

Right-click on specific items in the contact card (home phone, address, etc.) to easily copy that item to your clipboard.

Notes

Notes are post-it notes on your matter. They can be used as a quick reminder or as a checklist of items. Notes can be printed later.

Notes should not be used as a "to-do" check list as Tasks & Workflows are the better feature to use. You can create default Notes in Matter Configuration. Learn more about Default Notes.

Critical Dates (Conveyancing)

Any critical dates recorded on the matter will show up in this widget, allowing you to quickly refer to it at a glance.

Rearrange Widgets

To rearrange the order of your Widgets, select the three dots (…) on the bottom right of the matter screen. 

Select which Widgets you want to have visible and drag the Widget names to change the order.

Tip:  To ensure that the order of matter widgets stays the same across all matters, make sure you only have one matter open. After rearranging, close the matter window before opening another matter.