Matters · Active Household Cases

What needs coordinated attention?

Matters is the household case layer: situations with a purpose, participants, evidence, decisions, communication, and a point where the work can close.

Matters are cases, not projects.A Matter can have actions, dates, communications, evidence and decisions without becoming a traditional task-management system. Daily Command owns attention; Matters owns the case context and outcome.

Open boardNeeds actionWaitingScheduledHigh consequence

8Open Matters

3Need Action

4Waiting

3Scheduled

2High Consequence

Open Matters

A working Kanban over open Matter objects. Cards move because their operating condition changes—not because the Matter becomes a different object.

Needs Action3

Tax / Government74 days open

2022 1099-K Identity Theft Dispute

IRS review remains unresolved; supporting identity-theft documentation is preserved.

High consequenceIRS7 docs

Next move: confirm current IRS review status and record response.

Home / Vendor11 days open

Water Softener Service Decision

Compare replacement/service options and preserve final recommendation.

Vendor issueAsset linked

Next move: decide service scope.

In Progress2

Insurance / Policy6 days open

State Farm Policy Transition

Collect cancellation procedure, replacement coverage evidence, and final effective dates.

Insurance4 communications

Current work: replacement coverage comparison.

School / Family3 days open

School Enrollment Paperwork

Gather required documents and complete remaining school submissions.

FamilyAppointment linked

Current work: verify final document list.

Waiting2

HOA / Agreement21 days open

Mission Royale Payment Arrangement

Arrangement is active; waiting for written confirmation of updated balance treatment.

Waiting on HOAAgreement

Resurface: Aug 27 if no response.

Warranty / Claim13 days open

Appliance Warranty Claim

Photos and receipt submitted. Vendor has not yet issued repair authorization.

Waiting on vendorClaim

Resurface: Aug 25.

Scheduled1

Legal / Estate9 days open

Estate Planning Document Review

Review selected estate documents and capture questions before professional meeting.

Aug 28 · 10:00 AMEstate

Next event: attorney review call.

Matter Type Library

Starter object templates for common household cases. A Matter Type supplies sensible fields and workflow defaults without limiting what can be created later.

🛡️

Insurance Claim

Property, auto, health, life, liability, or other claim requiring evidence, adjuster contact, decisions, and settlement tracking.

PolicyClaim #Incident dateAdjusterEvidenceSettlement

🏛️

Government / Tax Matter

IRS, state tax, licensing, benefits, identity theft, or agency correspondence that may require formal response and preserved evidence.

AgencyNotice #Tax yearResponse dateRepresentative

⚖️

Legal Matter

Attorney-supported or self-managed legal situations, disputes, filings, negotiations, and formal outcomes.

Matter typeAttorneyCourt / venueDeadlinesDecision log

🏠

Property / HOA Matter

HOA issues, property disputes, permits, assessments, major maintenance coordination, or title-related work.

PropertyOrganizationAssessmentAgreementEvidence

🔧

Vendor / Service Issue

Service dispute, unsatisfactory work, refund, repair, warranty interaction, or vendor coordination across several contacts.

VendorAssetInvoiceDesired resolutionFollow-up

🧾

Warranty / Product Claim

Manufacturer or retailer claim where purchase evidence, serial numbers, photos, repair authorization, and replacement outcome matter.

ProductPurchase dateSerial #WarrantyClaim status

🎓

School / Education Matter

Enrollment, accommodations, financial aid, records requests, school disputes, or any education issue needing coordinated follow-through.

StudentSchoolFormsMeetingOutcome

💼

Employment / Benefits Matter

Employer issue, onboarding, benefits enrollment, leave, payroll correction, separation, or HR correspondence.

PersonEmployerBenefitHR contactEffective date

🚗

Vehicle Matter

Accident, repair dispute, title/registration issue, warranty, insurance interaction, or other bounded vehicle case.

VehicleVINInsurerRepair shopEstimate

🏥

Medical / Billing Matter

Billing dispute, prior authorization, reimbursement, insurance coordination, records request, or care-administration issue.

PersonProviderInsurerClaim / billAppeal

📜

Estate / Continuity Matter

Estate-document review, beneficiary correction, successor access, probate preparation, or continuity coordination.

PeopleAttorneyDocument setDecisionBinder evidence

🧩

Custom Matter

For any bounded household case that does not fit a predefined type. Start with the universal Matter fields and add what the case needs.

ParticipantsOutcomeNext moveEvidenceCustom fields

Universal Matter Object

Every Matter shares this core regardless of type. Type-specific fields extend it rather than creating a separate system.

TitleHuman-readable case name.

Matter TypeTemplate + type-specific fields.

LifecycleOpen or Closed.

Current PositionWhere the situation stands now.

Desired OutcomeWhat “resolved” means.

ParticipantsPeople and Organizations involved.

Next Meaningful ActionThe next case move, not a full task backlog.

Waiting OnPerson/org responsible for next response.

Resurface DateWhen a waiting case deserves attention again.

Scheduled EventsAppointments, hearings, calls, deadlines.

Linked RecordsCanonical people, orgs, systems, assets.

CommunicationsRelated calls, email, text, notes.

EvidenceBinder documents and preserved proof.

Decision LogImportant choices + rationale.

Activity HistoryMeaningful case events over time.

OutcomeFinal resolution and remaining follow-ups.

Opened / Closed DatesLifecycle history.

Daily Command EligibilityWhen/why the Matter may surface for attention.

Prototype Annotation · Not Part of Shipped Website

Matters — Inherent Workflow Index

Reference map for future build and specification work.

WF-M01 · Create MatterChoose a Matter Type or Custom, enter universal case fields, then configure any type-specific fields.

WF-M02 · Open Matter WorkspaceOpen a Matter from any lens and review Overview, Activity, Communications, Evidence, and Decisions.

WF-M03 · Update Current PositionRecord where the case now stands after a meaningful development.

WF-M04 · Set Next Meaningful ActionDefine the next case move without creating a project-management backlog.

WF-M05 · Put Matter in Waiting ConditionRecord who owes the next move, expected response, and optional resurface date.

WF-M06 · Resurface Waiting MatterReturn the Matter to attention when the expected response date arrives or a new communication lands.

WF-M07 · Schedule Matter EventAttach a call, meeting, hearing, deadline, appointment, or other dated event to the Matter.

WF-M08 · Link CommunicationAssociate relevant email, text, call, voicemail, or manual note without moving ownership out of Communications.

WF-M09 · Link EvidenceAssociate Binder documents with the Matter while Binder remains the evidence owner.

WF-M10 · Record DecisionPreserve consequential choices and rationale separately from ordinary activity.

WF-M11 · Daily Command HandoffSurface a Matter when it deserves attention, then hand back into the Matter workspace for context.

WF-M12 · Close MatterRecord outcome, final evidence, unresolved follow-ups, and closed date.

WF-M13 · Reopen MatterReopen a previously closed Matter while retaining its original outcome and prior closure history.

WF-M14 · Filter LensesShow Waiting, Scheduled, Closed, or All as filtered views over the same Matter objects.

WF-M15 · Manage Matter Type LibraryCreate or refine reusable Matter Type templates without changing existing Matter records unexpectedly.

WF-M16 · Create Custom MatterStart from universal Matter fields when no existing type fits, then optionally promote repeated custom fields into a reusable type later.