Pin matters to your sidebar

Keep the matters and departments you use every day one click away, in a Pinned section of your sidebar.

The matters you work on every day shouldn't be a search away. Pin them, and they sit in a Pinned section at the top of your sidebar on every page. Your organization can pin things for everyone too - its departments, or the matters the whole team keeps returning to.

A lawyer pins a matter to their sidebar from the matter's menu; it appears under Pinned, below the departments their organization pinned for everyone, and one click opens it.

How it works

  1. 1

    Pin a matter for yourself

    Open the matter, open its menu (⋯) and choose Pin to My Sidebar. Pinning a department takes you straight to its matters.

  2. 2

    Pin for everyone

    Owners and admins can choose Pin for Everyone on any matter. Under Organization Settings → Sidebar they can also pin a whole type - such as all departments - and set the order everyone sees.

  3. 3

    Make it yours

    Hover a pin to remove it. A pin your organization added is hidden from your sidebar only, and you can show hidden pins again whenever you like.

Good to know

  • A pin never gives access. You only ever see pins to matters you can open, so a pin to a private matter shows only to the people on it.
  • Your organization's pins come first, in its order, then your own.
  • Pins are on the web app; the mobile app doesn't show them yet.
See Departments