Favorite / Recent / Pinned Matters, Clients | Voters

Favorite / Recent / Pinned Matters, Clients

planned

LexWorkplace Product Team

The ability to "pin," or mark as favorite, specific Matters and Clients.  
These Matters/Clients would appear in a "Pinned" or "Favorite" section on the Home page and possibly elsewhere.
Similarly, the ability to see all recently viewed clients.

July 24, 2020

LexWorkplace Product Team

Merged in a post:

Matter Bookmark Tabs

Katie Driggers

A feature allowing you to bookmark a matter so it shows up on the main screen so you're not having to exit out of each matter when you need to do something in another file.

December 23, 2025

LexWorkplace Product Team

Hi Katie, this is planned! I think we're going to call it 'Pinned Matters' (and same for clients) very similar to the notion of a Favorite Document. I'm going to merge this into the existing Feature Request for that.

LexWorkplace Product Team

Merged in a post:

The ability to self-select matters and order them in groups on the Dashboard.

Jenny S.

For example, an attorney who might handle cases in various practice areas or of different types in the same practice should be able to have separate lists or groups showing those matters together. Also, as a Managing Partner, one should be able to organize his/her dashboard to show cases by the Lead Attorney handling each case within the firm.

April 25, 2024

LexWorkplace Product Team

Jenny S. - I completely agree. We plan to make this change, most likely in the form of being able to "pin" a client or matter (like marking as a favorite). I'm gong to merge this request with that one.

LexWorkplace Product Team

marked this post as

planned