Operate a legal matter

#Page purpose

Triage and manage one matter with linked work, documents and obligations.

#Before you start

• Sign in as matter owners and assigned legal teams and confirm WatheeqTech shows /lex/matters/[id]; hidden controls indicate that your account lacks the required permission.
• Open the record from its owning register or a trusted notification so you begin with the correct tenant, record identifier and current lifecycle state.
• Collect the reason, authority and supporting evidence required for any governed decision or state transition.

#How to use this page

1. 1
   Verify the record and state

   Confirm ownership, priority, conflict result, parties and handling strategy.

2. 2
   Complete the permitted action

   Maintain tasks, timeline, contracts, documents, obligations and decisions.

3. 3
   Confirm the transition

   Resolve remaining work, record outcome and close through the lifecycle action.

#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.
• Use the page action for the transition rather than changing source data or maintaining a parallel offline status.
• Verify the resulting status, owner, timeline, version or audit event before leaving the page.