This table explains which operations are available for Pro and Standard license holders in the Matter Management module.
Function | Operation | Pro | Standard |
Matter list | View matter information | ○ | ○ (*1) |
| Edit matter information | ○ | ✕ |
| View number of matters by status | ○ | ✕ |
| Create matters from list page | ○ | ✕ |
| Export matter list | ○ | ✕ |
| Use [Assigned] tab | ○ | ✕ |
| Use [Unassigned] tab | ○ | ✕ |
| Use [Requested by Me] tab | ✕ | ○ |
Matter details & Timeline | View request information | ○ | ✕ |
| View matter information | ○ | ○ (*1) |
| Edit matter information | ○ | ✕ |
| Delete matters | ○ | ✕ |
| Manage sharing settings | ○ | ✕ |
| View/Edit linked files | ○ | ✕ |
| View/Edit pinned linked files | ○ | ✕ |
| View/Edit linked matters | ○ | ✕ |
| View/send timeline messages | ○ | ○ |
| Edit/delete your own timeline messages | ○ | ○ |
| Use action buttons on attachments (e.g., Review, Edit) | ○ | ✕ |
| View/send email messages | ○ | ✕ |
| View/send Slack messages | ○ | ✕ |
| View matter labels | ○ | ✕ |
Timeline history | Show matter creation history | ○ | ○ |
| Show matter name update history | ○ | ○ |
| Show main assignee update history | ○ | ○ |
| Show deadline update history | ○ | ○ |
| Show status update history | ○ | ○ |
Matter keyword search | Matter name | ○ | ○ |
| Timeline messages | ○ | ○ |
| Email messages | ○ | ✕ |
| Slack messages | ○ | ✕ |
Search | Search for matters | ○ | ✕ |
Filter | Use matter filters | ○ | ○ (*2) |
(*1) Matter custom attributes are not viewable for Standard license users.
(*2) Standard license users can only filter by Matter number and Requester.