Case files & matters
Designed for lawyers, solicitors, and advisors who live by the file. Associate documents, time entries, and invoices to each matter. Track deadlines and responsibilities so nothing slips through procedural cracks. When it’s time to bill, everything is already where it belongs — fewer write-offs, clearer client communication.
Why this module makes the difference
Complete case file
Matter record with docket number, court, jurisdiction, parties, and procedural status.
Deadline-tracked steps
Log hearings, filings, and tasks with critical dates, outcomes, and linked documents.
Linked documents
Powers of attorney, briefs, judgments, and evidence stored per matter with organized folders.
Cloud integration
Sync with Google Drive or Dropbox to keep copies aligned with the case record.
Court cases
Track docket numbers, venue, and subject matter with one source of truth per matter.
Courts
Directory of courts and chambers with contact data; speed up filings and notifications.
Jurisdictions
Group matters by region or subject-matter competence for reporting and staffing.
Parties
Clients, opponents, solicitors, and counsel with clear roles to reduce errors in briefs and billing.
Procedural steps
Log hearings, filings, and milestones with outcomes to support milestone billing.
Calendar
Sync procedural deadlines and meetings with reminders for staff and clients.
Linked documents
Store powers, pleadings, and exhibits per matter; jump from any step to the right file.
Cloud folders
Sync to external storage when required while keeping copies tied to the matter record.
Module views
How it works
Open the matter
Register the case with court, parties, type, and initial documents. Assign team members.
Document steps
Each filing or hearing is logged with date, outcome, and documents. Deadlines trigger alerts.
Bill per matter
Link invoices to the matter for itemized fee, disbursement, and retainer breakdowns.
Who benefits
See how this module adapts to different sectors.
Frequently asked questions
Modules that complement it
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