Matter Management

Track legal matters, owners, budgets, deadlines, documents, outside counsel, and risk from one operational workspace. This example brings Matters and Deadlines together so legal and operations teams can find the next task without losing context.

It includes representative records such as Privacy inquiry · EU and Enterprise dispute · Atlas. Use the screenshot to study the layout, then adapt its components and product states to your own design system.

Matter Management
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Template facts

Screen

Workspace

Primary action

Open matter

Pattern

Workspace

State

Default, loading, empty, error, permission, success

Design system

Configurable product UI theme

What this screen helps users do

Product teams need to open matter while keeping open matters, high risk and exceptions visible. The interface should show what changed and who should act next.

Key elements

  • Main workspace: Matters gives users an obvious place to start.
  • Supporting view: Deadlines keeps the related context close.
  • Primary action: Open matter stays visible when people need it.
  • First signal: Open matters shows a useful value (42).
  • Second signal: High risk gives additional context (7).
  • Sample record: Privacy inquiry · EU.
  • Next record: Enterprise dispute · Atlas.

States worth designing

  • First-use empty state: say what changed, protect progress, and offer a clear next step.
  • Data panel loading: say what changed, protect progress, and offer a clear next step.
  • Stale status or conflict: say what changed, protect progress, and offer a clear next step.
  • Action completed: say what changed, protect progress, and offer a clear next step.
  • Insufficient permission: say what changed, protect progress, and offer a clear next step.
  • Network retry: say what changed, protect progress, and offer a clear next step.

Where this screen sits in the flow

Matters → Deadlines → Open matter → Review outcome

Patterns used

Workspace, Matters, Deadlines, contextual actions, error recovery

Why these choices work

Give the main job visual priority, keep supporting signals nearby and surface exceptions where people must act.

Pay attention to matters and deadlines. People need to distinguish Privacy inquiry · EU from Enterprise dispute · Atlas. Keep open matters visible, especially when a record changes owner or status.

Before this screen reaches handoff, verify keyboard focus, empty and permission states, and what happens after someone chooses “Open matter”. Make error recovery as clear as the happy path.

Related screen examples to explore next: Legal Intake, Compliance Review, E-signature Request.

Start from this in Figr

Design a matter management screen inside our existing product. Use our current components, tokens and content language. Include Matters and Deadlines views, credible records like Privacy inquiry · EU, and a clear “Open matter” action. Use our product permissions and show loading, empty, error and success states. Keep the output editable in Figma.

Open Figr