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

> For Lawyers, paralegals and in-house counsel running a matter or case.

a matter desk built around a chronology or claim-items Table that the advice memo cites line by line, with the key documents, only this matter’s mail and every deadline on one canvas. Distinct from consulting-report (findings) and year-end-accounts.

## What goes on the desk

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

## Set it up

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

## Use it day to day

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

## Where Plexii helps

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