Clients & Matters
Link recordings and case work to clients and matters in Ardela.
Clients organizes your workspace around clients and matters (or encounters/claims, depending on your industry setting). Link recordings, documents, and Clara conversations to the right case.
Client management requires a Pro or Enterprise plan.
Opening Clients
Open Clients from the sidebar (/clients). The sidebar lists all clients; select one to view its matters.
Clients and matters
| Concept | Description |
|---|---|
| Client | A firm client or organization |
| Matter | A case, file, or engagement under a client |
Create clients and matters manually, or sync them from Clio Manage via Integrations.
Linking recordings
Assign client and matter from the recording editor header, or start a new recording pre-linked from a matter page using New recording.
Query parameters ?clientId= and ?matterId= also work on /recordings/new.
Matter hub
Each matter page shows:
- Activity timeline — recordings, tasks, documents, and updates
- Recordings — dictations linked to this matter
- Documents — files attached to the matter
- Clara — split-panel assistant with matter context
Visibility
Non-admin members see matters that have recordings they can access, plus matters where they are assigned a task. Admins and owners see all workspace clients and matters.
Industry labels
Your workspace industry setting changes labels throughout the app — for example Matter (legal), Encounter (healthcare), or Claim (insurance). The underlying features work the same way.