Legal matter desk: the advice, the documents and the deadlines for one matter

What goes on the desk

• Document ‘Advice memo’ (widget document)
• Table ‘Chronology’ or ‘Claim items’ (Date, Event or item, Amount, Source document, Our position) (widget table)
• File or link widgets for the lease and key PDFs (widget file or link)
• Drive (folder) for the matter (widget drive)
• Inbox showing this matter’s mail by a rule you can see (connected mailbox) (widget inbox)
• Contacts for the client, the other side and counsel (widget contacts)
• Tasks with deadlines (widget tasks planning)
• Calendar (in beta) (widget calendar).

Set it up

one desk per matter, named by matter; save as a template.

1. Create a desk named for the real outcome, client or deadline.
2. Add the suggested widgets and rename each one for the job it performs.
3. Bring in the existing files or tables before inventing another copy of the information.
4. Set a due date, add the first visible next action, then save the arrangement as a template if you will repeat it.

Open this desk in the interactive demo

Use it day to day

add each event to the chronology as it happens; Resume before switching matters (desk resume).

A useful desk should reduce copying. Keep each changing fact in one widget, and let charts, summaries or views read from that source.

A worked starting point

Fictional example. Create the desk, add three real items that are already in motion, then use one full work cycle before changing the layout. At the end, remove anything you did not consult and add only the object that would have prevented a real interruption.

Where Plexii helps

Plexii answers from the matter’s documents and notes with sources you can click, and proposes changes as cards you approve (ai assistant).

Related resources

• demo
• context switching
• decision log