Matter overview
Open the matter with a clear description.
Keep the work, the owner and the next step in view.
Track legal matters, deadlines and progress from a dedicated practice workspace.
Progress visibility
Assign responsibility and identify key dates.
Ownership and key dates
Review progress with the responsible attorney.
What you can try
- Filter matters by status or department.
- Create or edit the reference, title and description.
- Select a client, department and responsible attorney.
- Review the assignment and status tabs before saving.
How the information fits together
Information used
Client, matter reference, description, responsible attorney, department, status and date.
Result
A matter reference that tasks, events, documents and invoices can use.
The tour follows the application's editable matter screen. Confirm your firm's status definitions and permission model during evaluation.
Suggested practice workflow
Put matter management into context.
Use these steps as a discussion starter for your firm’s own operating process. Configuration and availability should be confirmed during evaluation.
- 1
Open the matter with a clear description.
- 2
Assign responsibility and identify key dates.
- 3
Review progress with the responsible attorney.
Make your demo count
Questions worth asking.
Go beyond the overview and confirm the details that matter to your practice.
How are matter types and stages configured?
Which records can be linked to a matter?
Related modules
Client management
Keep client information, contacts and history organised so the team can find the context behind the work.
Explore moduleTasks
Use a dedicated task area to organise the work that keeps matters moving.
Explore moduleCalendar
Schedule appointments, court dates and events alongside day-to-day practice operations.
Explore module