The Action Desk is the default landing page for fee earners when they log into Case Matters. It provides an immediate, prioritised overview of all critical tasks, urgent matters, and time-sensitive actions across every case assigned to the user. An intelligent algorithm analyses all cases and their associated tasks to surface the most important items, ensuring fee earners can see exactly what requires their attention the moment they begin their working day.
The page is organised into two main areas: a top-level dashboard highlighting the most critical items identified by the algorithm, and a detailed task board below that categorises all outstanding actions into four columns – Compliance Alerts, Action Required Today, Due Today, and Due This Week. Tasks are further organised by thematic tabs such as Documentation, Correspondence & Communication, Compliance, and Finance, allowing fee earners to focus on specific areas of their workload. Each task can be actioned directly from the page with a single click, or expanded via additional options for more complex workflows.
Feature Overview
Purpose
Provide fee earners with an intelligent, prioritised landing page that surfaces the most critical tasks and urgent actions across all their cases, enabling them to efficiently manage their daily workload from a single screen.
Key Benefits
Intelligent task prioritisation – an algorithm analyses all cases and tasks to surface the most critical, high priority, and time-sensitive items
Immediate daily overview – fee earners see their most important actions the moment they log in
One-click task completion – action tasks directly from the dashboard without navigating to individual cases
Thematic task filtering – filter tasks by category including Documentation, Correspondence, Compliance, and Finance
Flexible display options – switch between Kanban and List views, adjust panel density, and customise visible sections
Cross-case visibility – tasks from all assigned cases consolidated into a single prioritised view
Target Users
Fee Earners
Case Handlers
Partners/Supervisors
Support Staff
Navigation & Access
Accessing the Action Desk
The Action Desk is accessed automatically when logging into Case Matters:
Log into Case Matters – the Action Desk loads automatically as the default landing page
The Action Desk can also be accessed at any time by clicking the Action Desk icon or tab in the main navigation panel.
Screen Components & Layout
The Action Desk contains two primary sections: the Priority Dashboard at the top and the Task Board below, supported by thematic navigation tabs and display controls.
1. Priority Dashboard
Location: Top of the Action Desk page
Purpose: Surface the most critical tasks identified by the algorithm that the fee earner needs to deal with today
Information Displayed:
Each panel in the dashboard displays:
Case Reference – The reference number of the case the task relates to
Client Name – The client associated with the case
Task Description – The nature of the task to be undertaken, such as:
- Chase outstanding ID
- Review documents before a deadline
- Settle a disbursement or bill
- Review urgent client correspondence
Priority Level – Each task is marked as Critical, High Priority, or Urgent
Interactive Elements:
Action Button – Click to immediately complete or action the task directly from the dashboard
Three Dot Menu (…) – Located at the bottom right-hand corner of each panel, providing additional actions:
- Reassign the task
- Reschedule the task
- View further details
- Open the task on the relevant page
- Open the case
2. Thematic Navigation Tabs
Location: Below the Priority Dashboard
Purpose: Filter the task board by thematic category to help fee earners focus on specific areas of their workload.
Available Tabs:
The navigation tabs filter the task board to show tasks related to specific themes:
All – Displays all tasks across all categories (default)
Documentation – Tasks related to document review, preparation, or management
Correspondence & Communication – Tasks related to client or third-party communications
Compliance – Tasks related to compliance requirements such as ID verification, conflict checks, and AML
Finance – Tasks related to billing, time recording, disbursements, and financial management
3. Task Board
Location: Below the Thematic Navigation Tabs
Purpose: Display all relevant tasks organised into four prioritised columns based on urgency and timing.
Task Board Columns:
Tasks are organised into four columns:
Compliance Alerts – Tasks related to compliance matters requiring attention, such as outstanding AML checks, conflict checks, or ID verification
Action Required Today – Tasks with a critical deadline or action that must be completed today
Due Today – Tasks with a specific deadline falling on today’s date, such as court submissions, contract exchanges, or solicitor correspondence deadlines
Due This Week – Time-sensitive tasks due at some point within the current week
Task Panel Information:
Each task panel within the columns displays:
Case Reference – The case the task is associated with
Task Description – The nature of the task (e.g., review documents, verify ID, complete time recording, complete billing)
Action Button – A context-sensitive button to immediately action the task, such as:
- Review Document / Review Draft
- Log Billable Time / Complete Time Recording
- Verify ID
- Complete Conflict Check
Three Dot Menu (…) on Each Task Panel:
The three dot menu at the bottom right of each task panel provides additional actions that vary depending on the task type:
Documentation Tasks:
Edit the document
Download the document
Add a note
View further details
Open the case
Time Recording & Billing Tasks:
Generate a bill
View time summary
Add a note
Open the case
View and manage time in more detail
4. Display & Configuration Controls
Location: Top right area of the Task Board
Purpose: Allow users to customise how tasks are displayed on the Action Desk
View Options:
Kanban View – Tasks displayed in four columns (Compliance Alerts, Action Required Today, Due Today, Due This Week) – the default view
List View – All tasks listed chronologically down the page rather than in columns
Panel Density:
Compact – Condensed panels showing less information, allowing more tasks to be visible on screen
Detailed – Expanded panels showing more information about each task
Background Options:
Standard Background – Default neutral background
Coloured Backgrounds – Apply colour-coded backgrounds to sections
Section Visibility:
Users can show or hide individual columns in the Task Board:
Toggle Compliance Alerts on or off
Toggle Action Required Today on or off
Toggle Due Today on or off
Toggle Due This Week on or off
Key Features
Intelligent Task Prioritisation
Algorithm analyses all cases and associated tasks to identify the most critical, high priority, and urgent items
Tasks surfaced based on priority level, deadline proximity, and time sensitivity
Priority Dashboard highlights the most important items the fee earner needs to address today
One-Click Task Completion
Context-sensitive action buttons on every task panel for immediate completion
Action buttons adapt to the task type (e.g., Review Document, Log Billable Time, Verify ID)
Complete tasks without navigating away from the Action Desk
Thematic Filtering
Filter the task board by Documentation, Correspondence & Communication, Compliance, or Finance
Focus on specific areas of the workload without distraction from other task types
Flexible Display & Customisation
Switch between Kanban view (columns) and List view (chronological)
Adjust panel density between Compact and Detailed modes
Show or hide individual task columns based on preference
Apply standard or coloured backgrounds
Step-by-Step Procedures
Accessing the Action Desk
Log into Case Matters – the Action Desk loads automatically as the landing page
Alternatively, click the Action Desk tab in the main navigation panel at any time
Actioning a Task from the Priority Dashboard
Locate the task in the Priority Dashboard at the top of the page
Click the Action button on the panel to immediately complete the task
For additional options, click the Three Dot Menu (…) at the bottom right of the panel and select the required action (reassign, reschedule, view details, or open case)
Filtering Tasks by Theme
Locate the Thematic Navigation Tabs below the Priority Dashboard
Click the relevant tab to filter by category: All, Documentation, Correspondence & Communication, Compliance, or Finance
The Task Board will update to show only tasks matching the selected category
Actioning a Task from the Task Board
Locate the task in the relevant column (Compliance Alerts, Action Required Today, Due Today, or Due This Week)
Click the Action button on the task panel to immediately action it (e.g., Review Document, Log Billable Time)
For additional options, click the Three Dot Menu (…) at the bottom right of the panel and select the required action
Changing the Display Mode
Switch between Kanban View and List View using the view toggle control
Adjust the Panel Density to Compact or Detailed depending on how much information you want to see per task
Show or hide individual columns (Compliance Alerts, Action Required Today, Due Today, Due This Week) to customise the view
Change the background to standard or coloured as preferred
Configuration Options
User Preferences
Users can customise their Action Desk experience:
Choose the default view mode (Kanban or List)
Set the preferred panel density (Compact or Detailed)
Show or hide individual task columns
Apply standard or coloured background themes
Select which thematic tab is displayed by default
System Settings
Administrators can configure:
Task prioritisation algorithm sensitivity and weighting
Available thematic categories and tab configuration
Priority level definitions (Critical, High Priority, Urgent)
Task column definitions and time-based thresholds
Default display settings for all users
Action button configurations per task type
Training & Support
Getting Started
Log into Case Matters to view the Action Desk as the default landing page
Review the Priority Dashboard for the most critical tasks requiring attention
Browse the Task Board columns to see all outstanding actions organised by urgency
Try the thematic navigation tabs to filter tasks by Documentation, Correspondence, Compliance, or Finance
Action a task directly using the one-click action button on any panel
Customise the display by switching views, adjusting density, or hiding columns
Best Practices
Review the Priority Dashboard first thing each day to identify the most critical items
Work through the Action Required Today column to ensure all urgent tasks are completed
Check the Due Today column for any deadline-specific submissions or correspondence
Use the Compliance tab regularly to stay on top of AML, ID, and conflict check requirements
Switch to Compact view when the task volume is high to see more items on screen
Use the Finance tab to keep on top of billing, time recording, and disbursement tasks
Support Resources
Documentation
User Guide available in Help Centre
Comprehensive help and support information available in Intercom hub
Contact Support
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