Matter Management Dashboard

Ask Joy to read your matter-management system and get every open legal matter in one view — by status, type, and owner — with the deadlines landing this week and the matters that have gone quiet called out.

For General Counsel In-House Counsel Legal Operations Compliance Leaders
Sample prompt to Joy's Assistant

Read our matter-management system and show me open legal matters by [status, type, and owner] — flag which are [approaching a deadline or stuck] — and give me a read on what needs attention this week.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Read our matter-management system and show me open legal matters by status, type, and owner — flag which are approaching a deadline or stuck — and give me a read on what needs attention this week.

I read your matter-management system just now — 47 matters are open. 31 are active and on track, but 5 have a deadline inside the next week and 3 have gone quiet for more than two weeks. Here is the picture by status, type, and owner, with the week's deadlines called out.

Matter Management Dashboard — Jul 23, 2026

Matter Management — 47 open matters · as of Jul 23, 2026

Here is where the docket stands. Of your 47 open matters, 31 are active and on track, 8 are sitting with a counterparty or a partner awaiting sign-off, 5 have a deadline inside the next week, and 3 have gone quiet for more than two weeks.

31
Active, on track
8
Awaiting sign-off
5
Deadline this week
3
Stalled 14+ days

By practice area, commercial contracts are the bulk of the load at 18 matters, followed by 11 in employment and 8 in IP and trademark. Litigation and disputes carry 6, and regulatory and compliance the remaining 4.

Open matters by type

Commercial contracts18
Employment11
IP & trademark8
Litigation & disputes6
Regulatory & compliance4

Five matters have a deadline this week and are the ones to work first. Priya Nair is carrying two of them.

MatterTypeOwnerDueWhat is holding it
Northwind MSA renewalCommercial contractsPriya NairJul 24Counterparty redlines still open
Contractor misclassification reviewEmploymentDaniel OseiJul 27Waiting on a policy sign-off
Helix trademark oppositionIP & trademarkSofia ReyesJul 28Hard filing deadline, cannot slip
Vendor data-processing addendumCommercial contractsPriya NairJul 29Near final, one clause left
Regional distributor disputeLitigation & disputesTom WhitfieldJul 30Response to a demand letter due

The one that cannot move is the Helix trademark opposition on Jul 28 — that is a hard filing deadline, so Sofia should have the response locked by Jul 25 to leave room for review. The Northwind MSA renewal is the soonest, due Jul 24 with the counterparty redlines still open, so it needs a push today. The other three have room but are close enough to watch.

Separately, three matters have stalled with no activity in over two weeks — the longest is the Meridian supply agreement, quiet for 21 days after the last markup went out. None has a near-term deadline, so they are not urgent, but they are the ones most likely to drift. Worth a nudge to the owner before they slip further.

Want me to pull everything on Priya Nair's plate, or show just the stalled matters with how long each has been quiet?

From a scattered docket to one clear view

The Matter Management Dashboard is an on-demand Visual Intelligence read. When you ask, Joy reads your matter-management system through a read-only connector and pulls every open matter into one view: counts by status, a breakdown by type, who owns what, and the deadlines coming up. It returns status tiles, a chart by practice area, the week's deadline list, and a short written read of what needs your attention.

  1. Connect your matter-management system

    Give Joy read-only access to your matter-management system: each matter's status, type or practice area, assigned owner, and key dates. This is what Joy reads to build the view.

  2. Ask for the view you want

    Ask for your open matters by status, type, and owner, and say what to flag — the deadlines inside the next week, the matters that have gone quiet, or both. No query language and no manual tracker.

  3. Read the dashboard Joy returns

    Joy returns status tiles, a chart by practice area, the week's deadline list with owners and due dates, and a short read of what needs attention, with the counts tying out so the totals line up.

  4. Follow up and take it where you work

    Ask a follow-up to filter to one owner or one matter type, then copy the deadline list into your team agenda, the matter review, or wherever the work gets assigned.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

The whole docket at a glance

Every open matter grouped by status and type in one view, read fresh from your matter-management system when you ask.

Deadlines surfaced first

The matters with a due date inside the next week are pulled out with their owner and date, so nothing lands as a surprise.

See who owns what

Matters roll up by owner, so you can spot the person carrying two deadlines in the same week before their plate tips over.

A read on what is stuck

Joy names the matters that have gone quiet past your window and the deadline most at risk, not just the counts on their own.

By owner

Filter the view to one attorney or paralegal to see everything on their plate and whether the load is balanced across the team.

Deadlines only

Narrow the read to the matters with a key date in the next 7 or 14 days when the question is just what is due soon.

By matter type

Limit the view to commercial contracts, employment, or litigation to focus a practice-area review on one slice of the docket.

Stalled matters

Ask only for the matters with no activity past your window, so you walk into the review with the drift list already made.

Frequently Asked Questions

How do I see all my open legal matters in one place?

Ask Joy. It reads your matter-management system at that moment and returns every open matter grouped by status, type, and owner, with the deadlines coming up and the matters that have stalled pulled out, plus a short read on what to work first.

Is this a live board or a read I ask for?

It is an on-demand read. You ask in chat, Joy pulls the latest matters from your system at that moment, and returns the view. It is not a standing dashboard that refreshes on its own between questions.

Does it send me deadline reminders or alerts?

No. There is no scheduled refresh, no email or Slack push, and no alerts. You decide when to look by asking, and Joy answers with the deadlines as they stand right then. Nothing arrives unless you request it.

What data does it read?

Read-only access to your matter-management system: each matter's status, type or practice area, assigned owner, and key dates. Joy reads these to build the view and never writes anything back or changes a record.

Can I filter to one owner or matter type?

Yes. Ask a follow-up in the same thread and Joy re-reads the data to show everything on one owner's plate, narrow to a single practice area, or pull the detail behind a stalled matter.

Ready to see your whole docket in one view?

Join the waitlist and be first to try this workflow when JoySuite launches.