Matters
When a piece of work involves more than one agreement — a transaction, a project, an ongoing engagement — a Matter keeps every document for that client together, with its own checklist and its own pace.
1
Start a Matter, add the client
Name the Matter and attach an existing contact as the client — optionally starting from a checklist template for the kind of work it is.
2
Attach documents as they’re ready
Fill in checklist slots one at a time, or add other agreements that don’t fit a slot — nothing has to be ready at once.
3
Activate each one, on your schedule
A document stays private until you activate it — only then is your client invited to see and sign that specific agreement.
Most document tools either hide everything or show everything. A Matter lets you build the full picture on your side, and reveal it to your client one document at a time, exactly when it’s genuinely ready for them.
Riverside Townhouse — Sale
Client: Jordan Pae