Overview
The Matter Brief provides a real-time view of how LitiSync is working on your case. It displays task activity, progress updates, and evolving summaries as information is collected and organized for the matter.
Before You Begin
- You must have an active matter created in your account.
- LitiSync must have begun processing tasks related to the matter.
Step-by-Step Instructions
1. Open the Matter Brief
From the Case Load Dashboard, select the matter you want to review, then open the Matter Brief.
2. Review the Activity Feed
The left column displays an activity feed of tasks LitiSync is performing for the matter. Each task includes a status indicator showing its current stage of completion.
3. Open Tasks for More Details
Many tasks can be expanded to view additional information.
For example:
If the task involves a phone call, you can open the task to view the call recording (when consent has been provided) and a searchable transcript of the conversation.
4. Monitor Fact Collection and Summaries
As LitiSync gathers information, the system generates matter summaries that appear on this screen. These summaries are continuously updated as additional facts are collected, verified, and organized.
What Happens Next
As LitiSync continues working, new tasks will appear in the activity feed, task statuses will update automatically, and the matter summary will evolve to reflect the most current information available.
Playbook FAQ
Why don’t I see a recording for some calls?
Calls are recorded only when the recipient provides consent to recording.
Are matter summaries static?
No. Summaries update automatically as LitiSync gathers additional facts and organizes the matter.
Can I monitor task progress in real time?
Yes. The activity feed reflects task activity and status changes as they occur.
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