Triage matter holds and delays

#Page purpose

Prioritize matters that are on hold, accumulating open-delay days, overdue or due this week.

#Before you start

• Sign in as heads of legal, matter supervisors and legal operations and confirm WatheeqTech shows /lex/case-timeline/portfolio; hidden controls indicate that your account lacks the required permission.
• Confirm the reporting scope and source-data freshness before interpreting a KPI, score or derived portfolio value.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Establish the scope

   Choose On hold, Open delays or All; start with the default worst-delay ordering and review the KPI strip for the visible page.

2. 2
   Interpret the evidence

   Open the highest-risk matter row to inspect its duration, hold source, open-delay days and next deadline in the single-matter timeline.

3. 3
   Act on the finding

   Assign the operational follow-up in the owning matter workflow, then return to the portfolio and confirm the hold or delay indicator updates.

#Governance and expected result

• Operate only within the tenant, role and record visibility granted to you.
• Record the decision, reason and supporting evidence before completing a governed action.
• Treat dashboard and derived Entity 360 values as decision support; verify material conclusions against the linked source record.
• Correct data in the owning legal record rather than editing an aggregate or exporting an ungoverned copy.