Matters — Detail Page

The Matter detail page (/matters/:id) is the deep-dive on a single matter. Where the Matters list is your full caseload at a glance, the detail is where the actual work happens — adding participants, uploading documents, posting time, sending envelopes, running due-diligence workflows.

The page is structured around a strict two-level tab strip so each domain has its own URL and deep-link surface, locked in by issue #196’s information-architecture rework.

Anatomy of the page

1. Page header

PageHeader with the matter’s name as the title and the matter reference as the description. Breadcrumbs link back to the Matters list. Action area carries the status pill, Edit, and Delete buttons.

2. Stats strip

A bordered card below the header surfaces at-a-glance facts:

• Matter ID + type
• Primary client
• Opening, last-activity, and closing dates
• Status + sub-status

The matter’s description, when present, wraps to a second row inside the same card.

3. Top tabs (7)

Top tab	Domain
Overview	Summary, Activity
Participants	Clients, Counterparties, Third-parties, Assigned Staff
Accounting	Trust, Disbursements, Billings
Drive	Files, Envelopes, Emails, Shared
Messages	Internal, Client
Workflow	Notifications, Kanban
Due Diligence	Searches, Reports, Requisitions, Undertakings

The seven top tabs are stable across all matter types — IA is the same whether you’re working a real estate transaction or a litigation file.

4. Sub-tabs (per top tab)

Each top tab has a list of sub-tabs that scope the body. The active sub-tab is reflected in the URL as ?tab=top&sub=sub.

5. Tab body

The body changes per (top, sub) pair. Most surfaces are stand-alone components composed in: MatterParticipantsTab, MatterFolderTree, MatterEnvelopesTab, MatterMessagesInternalTab, etc.

URL model

/matters/:id?tab=drive&sub=files
/matters/:id?tab=overview&sub=summary

Pre-#196 single-strip URLs (?tab=fees, ?tab=comments, …) auto-redirect to the new (top, sub) pair via a redirect map in matter-detail-page.tsx. External bookmarks keep working.

Tab gates

Some tabs are gated by tenant plan or matter status:

Gate	Behaviour
Plan excludes Trust Accounting	Accounting > Trust shows an upgrade banner
Litigation hold active	Drive deletes are refused; banner shown
Matter is closed	Edit/Delete disabled by default; Owner can override

Edit + delete

The Edit button opens a slide-out with the same form used by New Matter, pre-filled. Saving emits matter.updated with a typed diff payload to the audit log.

Delete is hard-delete only when the matter has zero trust ledger entries and zero linked envelopes. Otherwise the platform refuses the delete and surfaces a toast pointing to Settings ▸ Trust Accounting for the retention purge workflow.

Permissions and scope

Role	View	Edit	Add participants	Delete
Owner / Admin	✓	✓	✓	✓
Member (assigned)	✓	✓	✓	✗
Member (not assigned)	List shows locked row + request access	✗	✗	✗
Viewer	Read-only	✗	✗	✗

Per-tab permission overrides are evaluated server-side in addition to the role check.

Audit logging

Action	Event
Edit	matter.updated (with diff)
Delete	matter.deleted
Hold apply / release	matter.hold_applied / _released
Participant add	matter_participant.added
Document upload	matter_document.created
Trust posting	trust.entry_posted

Events surface in Settings ▸ Audit Log.

Troubleshooting

Symptom	Most likely cause	Fix
403 on detail load	Not assigned	Use Request access on the list
Tab hidden	Plan tier exclusion	Upgrade under Settings ▸ Billing
Edit disabled	Litigation hold	Release under Settings ▸ Compliance
Delete fails	Trust ledger entries present	Use the trust retention purge workflow
Legacy URL not redirecting	Tab name not in the redirect map	Use the new (top, sub) URL form

Related pages

• Matters — list view; this page is the per-record drill-in
• Settings ▸ Compliance — hold controls
• Settings ▸ Trust Accounting — retention purge gate for delete
• Settings ▸ Audit Log — matter.* events