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Matter Hub

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Matter Hub

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Active matters

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Status

Client / matterMatter at a glanceOpen workspace

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Try a client or matter name, recorded contact, role or team member. Check the status filter and search coverage above.

Firm contacts

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Filters

Show contacts by roleClients and client contactsLawyersCounsel assistants / law clerksOpposing partiesInsurers and adjustersWitnesses and expertsMediators and arbitratorsTribunal membersBilling contactsOther / unclassified roles

Only contacts missing a phone number

File status

Linked file statusActiveDormantProspectiveClosed

ContactEmailPhoneContact detailsMatter linkOutlook

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No matching contact

Try a name, organization, email address or matter role.

Daily work

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Connect my existing To Do authorization Shared tasks stay in MatterHub. This checks your existing Microsoft authorization.

Outlook connection test

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This first test creates one labelled test task and one private calendar event in Alex’s Outlook account. It sends no invitations.

Connect Alex’s Outlook Open test event

Open tasks—

My tasks—

Internal targets overdue—

Reviews due—

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Firm calendar

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Matter

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Current status

Not recorded

No file update recorded.

Next actionNot recorded

Waiting onNothing recorded

Next reviewNot scheduled

File details

Assigned Team Members: Not recorded
Nature of Matter: Not recorded
Dormant since: —
Client program / related file: Not recorded
Referral source: Not recorded
How the client came to us: Not recorded
Instructions from: Not recorded
Forum / file number: Not recorded

Tasks

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No tasks recorded

Contacts

A client contact is required. Add a contact or link an existing client contact to this matter.

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No contacts linked

Dates and deadlines

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No dates recordedCheck the file for any unrecorded deadlines.

Outlook appointments

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SharePointDocuments and filed email

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CosmoLexTime, billing, trust and A/R

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Link contact to matter

Choose the contact, matter and role. Linking a contact does not verify their details or authority to give instructions. Your name and the date are recorded automatically.

Find a contact Contact Matter Role Effective from if known End date if the link no longer applies Source note optional Source date optional Source links optional; one per line Role details / notes required for Other or Counsel Assistant

Primary contact for this role This matter link no longer applies. Record its end date above.

Link to Matter Confirmed: I confirm this person's role on this matter. For Client Representative/Contact, this also confirms authority to give instructions.

Leave unchecked to save a link that needs review. This does not verify the contact's email, phone or address.

Contact

Phone missing. Add a telephone number using Edit contact.

Client identification

Red means not recorded here. Information may already be in the file’s 00 Retainer and Client ID folder. Contact-detail verification does not certify client ID compliance.

Review and Outlook

Sync to firm's Outlook

Linked matters

Roles, including opposing counsel, belong to each matter.

Contact history

Name Type Organization Title / position Email Business telephone Mobile telephone LinkedIn profile optional Professional / firm profile optional Address line 1 Address line 2 City Province / state Postal / ZIP code Country

Client identification information

Optional to save the contact. Record client information here or mark specific details as kept in the matter’s Client ID records. This information is not copied to Outlook.

Occupation(s)Home addressHome telephoneBusiness contact details applicableOrganization categoryIncorporation / business ID applicableIncorporation / business IDPlace of issue / incorporationBusiness activity applicableGeneral nature of businessAuthorized instructing individuals: names, positions and contact detailsClient acts for a third partyThird-party identification detailsClient ID record location / note

Information kept in the Client ID records

Select only information you have checked in the file. Add its location above.

Full nameBusiness addressBusiness telephoneHome addressHome telephoneOccupation(s)Title / position of authorized representativeIncorporation / business IDPlace of issue / incorporationGeneral nature of businessAuthorized instructing individualsThird-party identification details

Source note optional I have reviewed and verified these contact details. Leave unchecked to save them as Unverified.

Missing contact information

The following information is not recorded in Matter Hub:

Proceed with verification anyway?

This verifies the contact details you reviewed. Missing-information warnings remain visible and client ID requirements still need separate review.

Sync to firm's Outlook?

Add a firm contact

Save contact details and link the person to their matters.

Name Type Organization optional Position or title optional Email address optional Business telephone optional Mobile telephone optional LinkedIn profile optional Professional / firm profile optional Address line 1 Address line 2 City Province / state Postal / ZIP code Country

Relate this contact to a matter optional

Matter Role Primary for this role

Source note optional I have reviewed and verified these contact details. Leave unchecked to add an Unverified contact.

Create event

Connect your own Outlook account to create events. Connect Outlook for event creation

Event title Matter (optional) Visibility Show time as

All-day appointment

Starts (Toronto time) Ends (Toronto time)

First day Last day (included)

Location or meeting link (optional) Reminder

Notes (optional; included in invitations) Invitees (optional; email addresses separated by commas or semicolons)

No invitations will be sent.

I have checked the invitees and want Outlook to send them invitations. I have checked the event details.

Link event to Matter Hub

The event title, time, location and matter link will appear on the firm calendar. Changes made in Outlook refresh here automatically.

Matter

Firm staff attending

I confirm this is a firm event and may appear on the firm calendar.

Change file status

Closing, reopening or changing prospective status moves the folder. Active and Dormant share the same folder.

New status This is an advisory matter with no current work. It is not litigation or a live proceeding. Its folder will stay in Active Matters.

Reason I have reviewed the status, destination, tasks and dates, and confirm the change. This does not cancel tasks or deadlines, end a retainer or change accounting records.

Open a new file

Client name Matter name File status Matter type Person giving us instructions optional Related file or client program optional Known deadline or issue optional Referral source optional

Firm team so far optional

Alex David Maheen Aditi

How the client came to us optional Adverse parties / conflict names Current status Next action optional

Waiting on optional Next review date optional

I confirm that the conflict and intake review is complete.Active files go to Active Matters. Prospective files go to Prospective Clients and do not represent a formal retainer.

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Open SharePoint files Set up in CosmoLex

Edit file update

Status source link Current status Next action Waiting on

Next review date Nature of Matter Client program / related file Instructions from Forum Court / tribunal file number Client update interval (days) Last client contact Billing review interval (days) Last billing review

Assigned Team Members

Alex David Maheen Aditi

Known deadline or issue optional

Add a task

Matter What needs to be done?

Assign to optional

Select everyone responsible for this shared task. Leave all unchecked to keep it unassigned.

Status Next actor Priority Internal target Next review

If closing shared work, I confirm the whole task is complete.Shared completion reason Waiting on optional Source link optional

Add a date

The date remains unverified until reviewed.

What happens on this date?

Date type Date and time Assigned to optional Internal preparation date optional

This is an external legal deadline.External deadlines require source evidence and independent verification. Source link optional Source description Notes optional