Tailored matter types
Customize each of your matter types with a unique workflow, folder structure, custom data fields, document templates, billing arrangements, and reports. Process matters more efficiently and ensure that nothing gets missed.
Everything you need to know about your matter
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 & Costs
- Workflow, Work in progress
- Trust accounting, Custom data fields & Audit trail
- And much more…
Automate ideal matter processes with 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
Our matter lists can be customized to show the detail you need. 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.