May 11th, 2026

New

Platform

Set matter layouts at organization, group or matter level

Matter layouts now follow a clear inheritance chain: organization → group → matter. Configure the experience once at the right level and every matter underneath inherits it automatically.

What is new

  • Organization defaults — set the baseline layout from Admin → Organization → Matter layouts. It applies to every matter that does not override it.
  • Group overrides — give a specific group its own widget arrangement when its work differs from the rest of the organization.
  • Per-matter overrides — matter admins can fine-tune a single matter without touching the rest of the org or group.
  • Per-role tabs at every level — edit the Admin, Lawyer and Client layouts independently.
  • Reset to inherit — clear an override at any level and that matter falls back to the next layer (group → org → built-in default).

Why it is useful

Legal practices are not flat. A real-estate group needs a different matter view than a litigation group, and a single high-stakes transaction may need its own layout. The new inheritance chain lets organizations set sensible defaults centrally and only diverge where it really matters.