Case & matter management
The case is the centre of the firm. Everything — clients, documents, tasks, deadlines, messages, invoices and outcomes — connects back to it, so nothing lives in a silo and nothing slips through the gaps.
Structured lifecycle
A clear status workflow — Draft → Open → Active → Waiting → Review → Submitted → Completed → Closed → Archived — so everyone knows exactly where a matter stands.
Ownership & supervision
Each matter has a case officer and a supervisor, with built-in review steps before key actions.
Risk & priority
Flag risk level and priority on every matter; high-risk matters require supervisor approval.
Complete timeline
A chronological, append-only record of everything that happened on the matter.
Built for how firms actually work.
- ✓ Case dashboard with overview, documents, tasks, messages, notes, deadlines, billing and audit tabs
- ✓ Internal notes kept strictly separate from anything the client can see
- ✓ Case transfer with handover notes and full transfer history
- ✓ Outcome recording and a structured file-closing checklist
- ✓ Reopen and archive with retention rules per matter type
Status workflow
Why it matters
Every matter with its own status, owner, supervisor, tasks, deadlines, documents and a full timeline.
Every action here is permission-controlled and captured in the append-only audit log — so the firm is protected and the client is reassured.
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