Matter Management
Every Matter. Every Detail. Complete Control.
From instruction to conclusion, manage the full lifecycle of your legal matters with precision.
Feature
Track Every Case from Start to Finish
Monitor matter progress through every stage with real-time status updates and automated workflows. Never lose sight of a case again.
- Customisable matter statuses for litigation and non-litigation
- Automatic matter reference generation with year-scoped sequencing
- Soft delete and archival to preserve historical records
- Three-step matter creation wizard for fast onboarding
Feature
Keep Clients and Parties Organised
Centralise client information, third-party contacts, and party details in one place. Link matters to clients with auto-generated references.
- Client profiles with contact details and linked matters
- Third-party advocate and client tracking for litigation
- Auto-generated client references scoped per firm
Feature
Never Miss a Court Date or Deadline
Automated bringup reminders, court attendance logging, and calendar integration keep your team on schedule and prepared.
- Bringup reminders with overdue notifications
- Court attendance and meeting logs with proceeding types
- Built-in calendar with Google Calendar and ICS export
- Configurable reminder days per firm
Why Choose This Module
Built for Modern Law Firms
Litigation + Non-Litigation
Dynamic forms, statuses, and tabs adapt automatically based on matter type. One platform handles both seamlessly.
Smart References
Year-scoped, firm-branded reference numbers generated atomically inside transactions. No duplicates, no collisions.
Document Management
Upload, preview, and organise documents by type. Litigation and non-litigation each get purpose-built document categories.
Take Control of Every Matter
Start managing your cases with the precision and clarity your firm deserves. Get started in minutes.