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Why can't I view or access my matter?

Find solutions to issues preventing you from viewing or accessing your matters, including permissions and instance access

If you've managed to log-in, but you can't view or access your matter, it's likely because of settings in the matter. This section outlines steps to troubleshoot and ensure seamless access to your matters.


Matter status changed to on hold or closed

Any matter admin can change a matter's status to open, on hold or closed. If someone has set the matter to on hold or closed, it won't appear in your open matters.

To find it, hover over the Matters icon at the top of the left-hand navigation menu, then select On hold or Closed from the Matters menu. See Viewing your matters for more detail.


Matter is labelled as a demo matter

It's possible your matter is labelled as a demo matter. Demo matters are kept in their own view. Hover over the Matters icon at the top of the left-hand navigation menu and select Demo to check if the matter is there.


Matter has been deleted

If the matter has been deleted, it won't appear in any of your matter views. Matters deleted in the last 60 days can be restored. See Deleting and restoring matters.


Not invited to the matter

Legatics has a two-step invitation process. It's possible you've been added but not invited to the matter. Check this with the matter administrator of the matter.

Heads-up: Our support team can't add or invite you to matters


Matter hosted in a different instance

Legatics has multiple instances. Each instance is separate - matters and users aren't shared between instances. Make sure you've logged into the instance that hosts the matter. Check the email invitation you got, it will tell you were to go.


Logging in with another account

Your user account is tied to your email. If your email has changed, you'll have a separate user account. Check that you're logging into the account that has access to the matter you want to access. If not, get the matter admin to grant your other user account access to the matter.

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