Matter risk, before it becomes a surprise.

Critical, warning and healthy matters with the trust, WIP and financial context to decide what happens next.

The numbers that frame the review.

Every card is the live report component. The breakdown keeps the reporting period, filters, trend and source rows together. Hover across the series to compare a point in time, then trace the movement back to the records behind it.

Risk in context, not as a label.

Read inventory volume, attorney load and financial position together, then open the matters behind each signal without separating operational risk from the financial position creating it.

Section 01

Total Open Matters

The full open inventory, before narrowing to warning or critical matters.

Volume alone doesn't tell you whether the book is growing or just not closing. The trend separates intake from closure; the records show which matters have been open longest.

Investigate when

Open volume changes without a matching move in new matter intake or closures.

Read it with

Matter statusMatter agePractice group

Section 02

Total Active Matters

Active work separated from the wider open inventory, and the matters behind the difference.

The gap between open and active is the dormant file count. Watching it over time tells you whether that gap is normal for your practice or quietly widening.

Investigate when

Active matters diverge from the open inventory, or change sharply between periods.

Read it with

Open mattersSelected periodWIP

Section 03

Total Active Matters per Attorney

Active matter load across the attorney team.

A load figure moves when the book changes or when the team does. The trend separates the two before anyone concludes overload. The person rows show whether pressure is concentrated or shared across the team.

Investigate when

Matter load shifts after a change in headcount, role designation or matter mix.

Read it with

Fee earner headcountPractice groupAvailable capacity

Section 04

Average Billing per Matter

Billed value per matter, and the segments producing the change.

An average hides its distribution. The trend shows whether it's drifting or spiking, and the rows show whether a few large matters are carrying it before the review starts.

Investigate when

A small number of matters, or billing timing, distorts the inventory average.

Read it with

Billable valueMatter statusMatter age

Section 05

Average Revenue per Matter

Collected fees per matter, read against billing and receivables in the same context.

Read against billing per matter. The distance between them is collections, and whether it's widening is what the trend answers. The matter rows reveal whether the shortfall is broad or concentrated.

Investigate when

Collections diverge from invoiced value, or from matter mix.

Read it with

Billing per matterA/RPractice group

Section 06

Average A/R per Matter

The open matters carrying receivables, while there is still time to act.

Exposure is a balance; A/R days is the speed. The trend shows which is moving, and the rows show which matters account for it before the next billing cycle begins.

Investigate when

A/R increases, or concentrates in specific matters or practice groups.

Read it with

A/R daysTrust balanceMatter records

Follow every answer back to the work.

Search, filters, sortable columns, pagination and source-record links are the same controls your team uses in the application.

Isolate the risk

Combine period, practice area and health status filters so every KPI and matter row answers the same question.

Work through the inventory

Review the complete matter inventory in manageable pages without losing the active risk grouping.

Explain every signal

Open the matters behind a critical or warning signal with their trust and WIP position still visible.

Matter Health FAQ

Questions firms ask before connecting their data.

What is Matter Health?

Matter Health organizes open matters into critical, warning and healthy groups using the operating and financial data available from the connected practice management system.

What context is included?

The view keeps relevant trust, work in progress, billing and receivable measures close to the matter status so the signal can be reviewed in context.

Can we inspect the matters behind a status?

Yes. Reviewers can move from a headline group into the supporting matter records while retaining the current filters and reporting period.