Enquiry to matter
Map intake, consultations, assignment and the record your team needs to open a matter.
Connect the work around every matter, from the first enquiry to the next deadline. Give each person the information and authority their role needs.
A client update is in one inbox. The latest document is on another computer. A deadline is in someone's diary. The work belongs together, with access that reflects the sensitivity of a legal practice.
Client system · Legal practice
Connected matter records, consultations, tasks, documents, templates and deadline alerts. Public enquiries enter a protected staff queue, while confidential matter data stays separate from the public site.
These are starting points for discovery. The features, integrations and controls for your organisation are agreed in the project scope.
Map intake, consultations, assignment and the record your team needs to open a matter.
Plan document history, templates, review responsibilities and client-update approvals around your practice.
Bring dates, tasks and matter progress into the right staff views. Scope billing or accounting connections separately where needed.
No specification required. Bring the workflow you have today.
Where practical, we create a free preview around an agreed part of your operation before a full-build commitment.