Matter Review: start to finish

What Matter Review does

Matter Review is the private working area inside a Case Profile. It helps you organise a research question, prepare pseudonymised evidence, review possible evidential links and move into source research. It does not manage proceedings, decide legal merits or predict an outcome.

Before you begin

Use only information you are authorised to process and keep the profile focused on the research task. You can use Matter Review without uploading a PDF; add a document or bounded pasted extract only when it materially helps the review.

• Use a clear matter title without unnecessary personal data.
• Check the intake narrative and research question before running profiling.
• Preview the pseudonymised narrative and use identity reveal only when review requires it; every reveal needs a reason and is audited.

The recommended sequence

The four views keep framing, private evidence, human review and public-source research separate.

1. 1Overview: review the profile summary, framing fields, privacy status and readiness. Correct incomplete or wrongly framed fields.
2. 2Evidence: choose Add document, then upload a PDF or paste only the necessary text. Wait for security scanning and extraction to finish.
3. 3For a PDF, review every pseudonymised page, correct anything necessary and approve only when the preview is suitable for research use.
4. 4Review the Evidence Register. It shows items needing attention first; inspect all items only when useful.
5. 5Claim review: build or refresh the review from the current structured profile and pseudonymised evidence snapshot.
6. 6Open one claim and one question at a time. Accept, reject or reset candidate evidence links and record a concise review note where useful.
7. 7Research: inspect Coverage, Comparator and the ACAS, Statute, Procedure and Case Law Lens tabs. Keep each source family in its proper role.
8. 8Use Continue to research file to curate public decisions and source context before memo drafting.

When the review changes

If profiling or evidence changes, refresh any out-of-date Claim review before recording more decisions. A clear review queue means the current prompts have been addressed; it does not mean the evidence is complete or a claim is established.

What to check before leaving

Confirm that required documents are processed, redaction has been reviewed, important Evidence Register items have been checked, claim candidates have an explicit review state and the research file contains the public sources you intend to inspect.

Matter Review and generated output are research assistance. Check source decisions, current law and professional judgement before relying on any conclusion.