The Matters tab on a Contact displays matter-related information associated with that contact when data is integrated from an external matter management system. From this tab, you can review a list of matters at a detailed level and use grid tools to sort, filter, group, and customize how the information is displayed.
Matter data shown in this tab is not created or managed in InterAction+ AI. Your firm must configure an integration with an external system for matter data to appear, and you must have the appropriate permissions to view it.
View and Analyze Matters in a List
When you open the Matters tab for a user or company contact, available matters are displayed in a list view. This view allows you to review and analyze matter information before drilling into specific records in the external system.
Matters: User Contact View
Matters: Company Contact View
Depending on the data provided by your integration, you may be able to switch between different predefined views (for example, open or closed matters) using available filters.
You can use the list to:
Review matters associated with the selected contact
Sort and filter results to focus on specific records
Customize and rearrange columns for easier analysis
Customize Columns
You can choose which matter fields appear in the list and how they are arranged.
To customize columns:
Select Contacts from the menu on the left.
Open a contact record and select the Matters tab.
Select the Columns dropdown above the Matters list.
Choose up to 15 fields to display and select Apply.
Drag a column header to reorder columns or drop it in the grouping area to group by that field.
Resize columns as needed.
Your column selections are saved automatically.
Filter Matters
You can filter matters directly in the list to focus on specific records.
To filter matters:
Select the three-dot menu on a column header.
Choose filter options based on the field type:
Text fields (for example, contains or equals)
Date fields (using a date picker)
Numeric fields (for example, greater than or less than)
Apply the filter.
You can apply multiple filters at the same time. Filters stack, allowing you to progressively narrow your results.
Sort and Group Matters
Select a column header to sort results in ascending or descending order.
Grouping options may be available depending on the fields provided by your integration, allowing you to organize matters by attributes such as status or owner.
Permissions and Data Availability
The Matters tab and its data are only available when:
An external matter management system is integrated with InterAction+ AI.
Your firm administrator has granted you permission to view matter data
If an integration is not configured or you do not have permission, the Matters tab may be visible but will not display any data.
Troubleshooting
I don’t see column, sorting, or filtering options.
Your environment may not be upgraded yet.
Your firm may be rolling out features in phases.
Contact your administrator if grid options are unavailable.
No matter data appears in the Matters tab.
Verify that your firm has configured an external matter management integration.
Confirm that you have been granted permission to view matter data.
If the issue persists, contact your administrator.
My filters return no results.
Review active filters. Multiple stacked filters may exclude all records.
Clear filters and reapply them one at a time.