Case profiles and Matter Review
Frame your research question and review private evidence with minimal sensitive detail.
Core research
In this article
Purpose
A Case Profile opens the Matter Review workspace. It helps you frame the research question, organise necessary private evidence, review claim questions and move into source research. It is a workflow aid and does not assess legal merits.
The four views
Work from left to right, returning to an earlier view whenever the profile or evidence changes.
- 1Overview: check the profile summary, framing fields, privacy status and readiness.
- 2Evidence: add necessary documents or bounded text, review processing and inspect the Evidence Register.
- 3Claim review: open one claim question at a time and accept or reject candidate evidence links.
- 4Research: review coverage, fact-pattern comparisons and ACAS, Statute, Procedure and Case Law Lens material before continuing to a research file.
Data minimisation
Add only information you are authorised to process and that the research task needs. Matter Review is not a document archive. Avoid unnecessary names, medical detail, financial data, disciplinary records or other sensitive personal data.
Complete workflow
Use the Matter Review guide for the detailed sequence, private-document handling, claim-review limits and research-file handoff.
- Review pseudonymised text before approving document evidence.
- Treat Evidence Register items and claim candidates as review prompts, not findings.
- Check public decisions and source Lens material before using memo output.