Matter data markers

These markers give details of the matter itself: its reference and dates, where it stands, its address, its tasks and its recorded time. They work in any document, email or SMS produced on a matter. For how to read the tables, see Built-in data markers.

Matter

The matter’s names, dates, state and template.

Marker	What it gives you
matter.name	Name (Text) A friendly name for this matter based on the Matter Template Name, the Address and the Primary Client. E.g. Sale of 1 High Street, Tasker
matter.guid	GUID (Text) A unique matter identifier. E.g. d290f1ee-6c54-4b01-90e6-d701748f0851
matter.reference	Reference (Text) An identifier for a matter that is editable. E.g. MAT-000123
matter.lastupdated	Last Updated On (Date & Time) The date and time when this matter was last updated. E.g. 2025-01-02T03:04:05Z
matter.lastactiondate	Last Action On (Date & Time) The date and time when a task on this matter was last updated. E.g. 2025-01-02T03:04:05Z
matter.createddate	Created On (Date & Time) The date and time when this matter was created. E.g. 2025-01-01T10:11:12Z
matter.leaddate	Became a Lead On (Date & Time) The date and time when this matter was marked as a lead. E.g. 2025-01-01T10:11:12Z
matter.openeddate	Opened On (Date & Time) The date and time when this matter was marked as open. E.g. 2025-01-01T10:11:12Z
matter.completeddate	Completed On (Date & Time) The date and time when this matter was marked as completed. E.g. 2025-02-01T10:11:12Z
matter.closeddate	Closed On (Date & Time) The date and time when this matter was marked as closed. E.g. 2025-03-01T10:11:12Z
matter.archiveddate	Archived On (Date & Time) The date and time when this matter was marked as archived. E.g. 2025-04-01T10:11:12Z
matter.aborteddate	Aborted On (Date & Time) The date and time when this matter was marked as aborted. E.g. 2025-01-15T10:11:12Z
matter.state	State (Text) The matter’s current state. E.g. Open
matter.stickynote	Sticky Note (Rich Text) The sticky note of the matter. E.g. Call client on Friday
matter.template.name	Template Name (Text) The name of the template associated with the matter. E.g. Conveyancing Sale
matter.template.guid	Template GUID (Text) A unique ID of the template associated with the matter. E.g. d290f1ee-6c54-4b01-90e6-d701748f0851
matter.template.initials	Template Initials (Text) The initials of the name of the template used to create this matter. E.g. CS
matter.itrcode	ITR Code (Text) A reference code that identifies this matter. This is commonly used in email subjects with the email server integration. E.g. ABC-123
matter.lock	Lock (Text) “Team” when the matter is locked to the fee earner’s team, otherwise “None”. E.g. None
matter.upcoming.trafficlight	Upcoming Traffic Light (Text) “Red” or “Amber” when a traffic light is lit on the matter, blank when none is. The firm’s own signal, for staff documents rather than client emails. E.g. Amber
matter.upcoming.nextalarm	Upcoming Next Alarm (Date & Time) The date and time of the matter’s next alarm. Snoozed alarms are not counted, and an alarm that has already gone off stays here until it is dealt with, so the date can be in the past. Blank when the matter has no alarm, so check it with #if before formatting it with #datetime. The firm’s own signal, for staff documents rather than client emails. E.g. 2025-01-02T09:00:00Z
matter.upcoming.reviews	Upcoming Reviews (Number) The number of reviews waiting on the matter. The firm’s own signal, for staff documents rather than client emails. E.g. 1
matter.next.milestone	Next Milestone (Text) The name of the first task on the matter still to do, skipping sub-tasks and tasks marked not applicable; blank when there is none. It includes tasks hidden from clients, so in an email or document for a client use the Outstanding Tasks Collection, which lists only the tasks that client can see. E.g. Exchange
matter.hasmultipleclients	Does this matter have multiple clients? (Yes or No) E.g. No
matter.clientlist	Matter Client List (Text) A list of client names. E.g. Harry Renquist Tasker and Helen Tasker

Where the matter stands

matter.next.milestone, matter.upcoming.trafficlight, matter.upcoming.nextalarm, matter.upcoming.reviews and matter.lock describe where a matter stands. Use them in staff documents and emails, such as an internal progress report, rather than anything sent to a client. The next milestone includes tasks hidden from clients. In a document or email for a client, use the Outstanding Tasks Collection under Tasks instead, which lists only the tasks that client can see.

The next alarm is blank when the matter has no alarm, so check it before formatting it:

{{#if matter.upcoming.nextalarm}}
Next alarm: {{#datetime matter.upcoming.nextalarm}}
{{#endif}}

Matter Address

The matter’s address, in the pattern every address follows. See Addresses.

Marker	What it gives you
matter.address.line1	Address Line 1 (Text) The first line of the matter’s address: street address. E.g. 1 High Street
matter.address.line2	Address Line 2 (Text) The second line of the matter’s address: apartment, suite, unit, building or floor. E.g. Westminster
matter.address.line3	Address Line 3 (Text) The third line of the matter’s address: town/city. E.g. London
matter.address.line4	Address Line 4 (Text) The fourth line of the matter’s address: county. E.g. Greater London
matter.address.postcode	Postcode (Text) The postcode of the matter’s address. E.g. SW1A 1AA
matter.address.city	City (Text) Alias for line 3. E.g. London
matter.address.county	County (Text) Alias for line 4. E.g. Greater London
matter.address.shortaddress	Short Address (Text) Line 1, Line 2, Postcode. E.g. 1 High Street, Westminster, SW1A 1AA
matter.address.singleline	Single Line Address (Text) Comma separated address on one line. E.g. 1 High Street, Westminster, London, Greater London, SW1A 1AA

Tasks

Whether the matter has tasks done or still to do, how far through they are, and lists of the tasks themselves.

Every task marker counts only top-level tasks that aren’t marked not applicable; sub-tasks are left out. The three Yes or No markers and the four task lists also count only the tasks the recipient can see. Unless the email, SMS or document is produced for a particular stakeholder, the lists are empty and the three markers give No. Tasks Completed % and matter.next.milestone count those tasks whoever can see them.

Tasks Completed % is a whole number printed with two decimals, e.g. 50.00, rounded down. It gives 0.00 for a matter with no such tasks, although the matter list shows a dash.

Marker	What it gives you
matter.hasCompletedTasks	Matter has completed tasks (Yes or No) Flag to indicate if this matter has any completed tasks. E.g. Yes
matter.hasIncompleteTasks	Matter has incomplete tasks (Yes or No) Flag to indicate if this matter has any outstanding tasks. E.g. Yes
matter.hasNewCompletedTasks	Matter has newly completed tasks (Yes or No) Flag to indicate if this matter has newly completed tasks since the recipient was last updated. E.g. No
matter.percentagecompleted	Tasks Completed % (Number) The percentage of this matter’s tasks that have been completed. Blank in the matter list when the matter has no applicable top-level task. E.g. 50.00
matter.completedtasks	Completed Tasks Collection (Collection) The recipient’s completed tasks. Each item has taskname, description, completedon (blank until done) and a nested list notes whose items have content, createdby, createdon, lastupdatedby and lastupdated. All four lists are empty unless the document has a recipient.
matter.incompletetasks	Outstanding Tasks Collection (Collection) The recipient’s tasks still to do. Each item has taskname, description, completedon (blank until done) and a nested list notes whose items have content, createdby, createdon, lastupdatedby and lastupdated. All four lists are empty unless the document has a recipient.
matter.newcompletedtasks	Newly Completed Tasks Collection (Collection) The recipient’s tasks completed since their last update email. Each item has taskname, description, completedon (blank until done) and a nested list notes whose items have content, createdby, createdon, lastupdatedby and lastupdated. All four lists are empty unless the document has a recipient.
matter.tasks	Tasks Collection (Collection) Every task visible to the recipient, complete or not. Each item has taskname, description, completedon (blank until done) and a nested list notes whose items have content, createdby, createdon, lastupdatedby and lastupdated. All four lists are empty unless the document has a recipient.

Time Recording

The value of the matter’s recorded time, and the time records themselves. See Time recording for what each figure includes.

Marker	What it gives you
matter.timerecords	Time Records Collection (Collection) Every time record on the matter. Each item has date, status (Outstanding, Receivable Raised or Free), feeearner, type, notes, rate, rateperhour, units and amount.
matter.time.wip	WIP (Currency) Chargeable time not yet raised as a receivable (the time tab’s “Outstanding”). E.g. 1,234.56
matter.time.receivable.raised	Receivable Raised Time (Currency) Time that has been raised as a receivable. E.g. 2,345.67
matter.time.free	Free Time (Currency) Non-chargeable time. E.g. 345.67
matter.time.total	Total Time (Currency) All recorded time, whatever its state (WIP + Receivable Raised Time + Free Time). E.g. 3,925.90