Matter Management

Keep everything in one electronic file for each matter, complete with built-in workflows.

Matter Management

Matters

Each matter gets its own electronic file that contains everything you need to know about the matter, including:

  • Related contacts, and their roles in the matter
  • File notes
  • Documents
  • Email
  • Calendar
  • Time records
  • Billing
  • Work in progress
  • Costs
  • Trust accounting
  • Workflow
  • Custom data fields
  • Audit trail
  • And much more…

Matters

Workflow

Workflow

Each matter type has a specific workflow to guide your staff through a series of steps. The workflow automates certain actions at each step such as sending out email, assigning tasks, and prompting users to enter data. Workflow significantly increases the productivity and quality of work produced by your firm.

More on Workflow

Status Reporting

Matter lists can be customized. They can show which step each matter is on, the last file note, and next action required. The lists can be downloaded as an Excel document, or emailed to you daily or weekly.

Matters

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