Matter management in Irys One
The Matter dashboard
A Matter opens on its own page: the counts across the top, then a set of cards below, each previewing its most recent activity and offering actions on individual items, so you can act on a document or a draft without leaving the Matter.
The cards
| Card | What it holds | Preview shows |
|---|---|---|
| Documents | All files uploaded to or linked into this Matter, and the folders inside it | Last uploaded file, who added it, how long ago |
| Conversations | Chats scoped to this Matter | Last message snippet, with an indicator on shared chats |
| Drafts | Documents drafted by Drafting Assistant inside this Matter | Last draft title, timestamp |
| Notes and Checklists | Notes captured during work: meeting notes, research notes, client calls, checklists | Last note source (Matter or Chat), content preview, timestamp |
| Tasks | Task list for this Matter. See Tasks | Progress bar (X of Y complete), most recent open tasks |
| Insights | A map of the people, organizations, dates, money and obligations found in the Matter's files, with a timeline of the key dates along the bottom | Opens from the Matter page |
Summary stats bar
A horizontal bar of clickable count cards sits between the header and the cards below it.
Actions on card items
Each card exposes actions on individual items so you can carry on with the Matter's context already loaded. Results link back to the Matter.
Documents panel
| Action | What happens |
|---|---|
| Upload files | Drop files in, or pick a whole folder, then choose the folder inside the Matter they belong in. The file lands in the Matter and in the Matter's Library folder, which stay in sync. |
| Already in Irys? | Search by name or matter at the top of the upload dialog and attach an existing document instead of uploading it again. |
| New Folder | Creates a folder inside the Matter's Documents card, with a name and a short description. |
| Sign document | Routes the document into Sign with the file pre-loaded. |
Conversations panel
| Action | What happens |
|---|---|
| + New Chat | Opens Workbench with this Matter's full context pre-loaded |
| Open chat | Resumes the conversation with all prior context |
Drafts panel
| Action | What happens |
|---|---|
| + New Draft | Opens Drafting Assistant inside the Matter; resulting drafts auto-link back |
| Open draft | Opens the draft in Drafting Assistant with edit history intact |
Reviews
| Action | What happens |
|---|---|
| + Start New Review | Opens Reviews with this Matter's documents pre-selected |
Adding a note
Add Note opens a note with a title, formatted details, a priority, and optional links to a chat and tags. The card itself stays compact: the recent notes list and the Add Note button. A sort control in the card header orders notes by last updated, title, or priority, newest or oldest first.
Drafts panel visibility
Drafts created inside a Matter are visible to all Workspace members with access to the Matter.
Folder management lives in the Library
You can create a folder and upload straight into the Matter's Documents card. To rename files, move them between folders or build a deeper hierarchy, go through the Library. Click View all documents in the Documents card to open the Library scoped to this Matter's documents.
Every Matter has a Library folder with the same name, created with the Matter, so the two views are the same files. See Folders.