Matter workspace

One fictional matter, shown the way an office would need to see it: everything about the file in one place, with nothing hidden in a separate folder or inbox.

All demonstration data is fictional. No real people, offices, addresses, references or client information appear here, and this workspace is not connected to any system.

Matter 2026-VD-0417

Awaiting client information

Matter type: Property transaction — sale of apartment (illustrative)
Responsible professional: Me. A. Berthoud (fictional notary)
Supporting staff: C. Vuillemin (fictional paralegal)
Office: Étude Lac & Vallon, Morges (fictional office)
Opened: 12 February 2026
Target completion: 30 April 2026 (provisional)

Illustrative Vaud-style workflow. Configuration depends on canton, office practice and applicable requirements.

Important dates

Matter opened12 Feb 2026 · Instruction recorded
Identity documents requested18 Feb 2026 · Sent to both parties
Draft deed circulated05 Mar 2026 · Internal review completed
Appointment (provisional)09 Apr 2026 · Both parties, office meeting room
Target completion30 Apr 2026 · Provisional only

Outstanding actions

One identity document is missing, which blocks approval.
Charges on the property are not yet confirmed; figures in the draft are placeholders.
The appointment date is provisional and has not been confirmed with either party.
Two fee items have not been invoiced.