Matters
The household's active case-and-outcome layer: work that has a beginning, a purpose, participants, evidence, decisions, and a point when it can close.
Matter List
Title, type, owner/participants, current state, next meaningful action, last activity, and source area.
Matter Detail
Summary, timeline, participants, linked Records, related communications, Binder evidence, decisions, and outcomes.
Intake
Create a matter only when work needs to be coordinated across time or systems—not for every record or task.
Waiting & Follow-Up
Who owes the next move, expected response, linked communication, resurface date, and escalation.
Decision Log
Important choices and rationale preserved separately from routine activity.
Closure
Outcome, final evidence, unresolved follow-ups, archive state, and links back to canonical source records.