One matter record
Parties, documents, correspondence, notes, key dates, fee arrangement and status, all in one place with a full history of who changed what and when.
Your matter history should not live in one person's inbox.
Small and mid-size practices run on shared drives, email threads and a diary. It works until a colleague is on leave, a limitation date moves, or a client asks what happened in March. We build the practice system that keeps a matter's whole life in one place.
Where it comes from today
- Shared network drive or Google Drive folders
- Outlook or Gmail as the matter history
- A physical or spreadsheet diary for dates
- Word templates copied per matter
- Billing worked out at month end from memory
One matter record
one record- Status
- tracked
- Owner
- tracked
- What is owed
- tracked
What happens without you
- A matter's full history readable in one place by anyone entitled to see it
- Key dates that escalate before they become a problem
- Fewer status calls because clients can see status themselves
What this actually looks like day to day
If more than one of these lands, the tools have become the constraint rather than the help.
The matter history is scattered across inboxes
The full story of a file sits in three people's mail, a drive folder and somebody's notebook. Reconstructing it takes an afternoon, and any handover carries real risk.
Deadlines depend on a person remembering
Limitation dates, hearing dates and filing windows live in a diary. There is no system that escalates when a date approaches and nothing has moved on the file.
Clients call because they cannot see anything
Every status question becomes a phone call and an interruption. The information the client wants already exists; it just has nowhere to be shown to them.
Billable time is reconstructed, not recorded
Time is written up days later from memory, which means it is understated. The work was done, and the practice quietly absorbs the difference.
What we build for law firms
Specific pieces of work, each quoted separately, so you can start with one and add the rest when it has paid for itself.
Deadlines that escalate on their own
Key dates get owners, reminders and an escalation path. A date approaching on an untouched file raises its hand instead of waiting to be noticed.
A client portal with a clear boundary
Clients log in and see status, shared documents and invoices. Internal notes and drafts stay internal by design, enforced by the system rather than by care.
Documents from templates, versioned properly
Generate engagement letters and standard filings from your own templates with matter data merged in. Every version is kept and every change is attributable.
What is different afterwards
- A matter's full history readable in one place by anyone entitled to see it
- Key dates that escalate before they become a problem
- Fewer status calls because clients can see status themselves
- Time captured as work happens instead of reconstructed at month end
The services this usually involves
- Client and customer portalsfor law firmsA litigation client with nothing to look at will call for reassurance, and reassurance is the one thing a shared drive cannot provide. The status they want already exists on the file. It simply has nowhere safe to be shown.
- Documents and reportingfor law firmsEvery practice has a precedent folder, and every practice has sent something with the wrong party in the third paragraph. Nobody is being careless. The document was assembled by editing the closest match, and the closest match had itself been assembled that way.
- Custom business softwareThe system your business needed and could never buy.
Tell us how your firm actually runs.
Forty-five minutes, no preparation, no obligation. You get a written summary of what we would fix first and roughly what it involves.