Creating a Matter
A Matter belongs to exactly one Workspace and holds the documents, conversations, notes, tasks, and drafts for a single case, deal, or project.
Create a new Matter
Switch to the right Workspace
The Matter you create will live inside whichever Workspace is active in the top-right switcher.
Open the Matters page
Click Matters in the left sidebar.
Click New Matter
Top-right of the Matters page.
Fill in the basics
Name and optional description. You can also assign a practice-area tag (e.g., Litigation, Corporate) and pick an initial status, due date, and assignees right at creation, or come back and add them later.
Save
The Matter opens to its empty dashboard. Upload documents, start a chat, or run a tool — everything you do inside this Matter shares the same context.
The Matter header
The header surfaces the four signals that answer "where does this Matter stand?" at a glance:
| Field | What it tells you |
|---|---|
| Status | Active, Waiting, or Closed |
| Due date | Overdue dates highlight in red |
| Assignees | Who is responsible. Assignees see the Matter on the Matters list and can be assigned tasks. |
| Pinned note | One status headline for the whole Matter, set by any Matter member (e.g., a deadline change or a "waiting on opposing counsel" note). The same text shows on the Matter card in the Matters list. |
The header also shows the Matter's practice-area tag and the Workspace it belongs to, so the scope is always visible.
Assignees must already be members of the Workspace. If they aren't, see Members & access.
Where to go next
- The Matter dashboard — the 6-panel view and the actions on each panel
- Tasks — the Tasks panel and the cross-Matter Tasks page
- Ask Irys on a Matter — the floating chat window scoped to the Matter