Matter Management
Track cases, client engagements, or any structured work with hard deadlines, multiple parties, documents, tasks, and a complete activity history — designed for law firms, consulting practices, and service organizations that need more than a to-do list. Link matters to full projects for phased task execution, run AI-powered case analysis, manage client intake workflows, and integrate with a document management system — all with configurable terminology and role-based access control.
Features
- ✓ Deadline tracking — court dates, filing deadlines, hearings with configurable advance alert windows
- ✓ Task management — work items with assignees, priorities, due dates, and cross-links to documents and parties
- ✓ Parties tab — track clients, opposing counsel, judges, witnesses, experts, and mediators per matter
- ✓ Journal with billable hours — timestamped, attributed activity log with time tracking per entry
- ✓ Document uploads — Pleadings, Contracts, Correspondence, Evidence, Memos, and more
- ✓ Cross-matter deadlines view — see all upcoming dates across every active matter in one calendar-style view
- ✓ Cross-matter tasks view — all open tasks across all matters, filterable and sortable for daily planning
- ✓ Matter ↔ Project linking — attach projects to matters for phased task execution, budgets, milestones, and Kanban boards with bidirectional breadcrumb navigation
- ✓ Client intake workflow — log inquiries, run conflict checks, evaluate, and convert accepted intakes directly into matters
- ✓ AI-powered matter analysis — one-click health assessment covering deadlines, risk factors, task progress, and recommendations with printable PDF reports
- ✓ DMS bridge — link matters to the Document Management System for template folder structures, versioning, and check-in/check-out
- ✓ Access control & classification — owner/editor/viewer roles with Standard, Confidential, and Privileged classification levels
- ✓ Security audit trail — every view, edit, upload, and access change logged with user, timestamp, and IP address
- ✓ Deep search — search across matter titles, tasks, deadlines, parties, and journal entries with instant navigation to matched items
- ✓ QBE (Query By Example) — advanced multi-field filtering and column customization with CSV export
- ✓ Dashboard with My Day — personal priority panel showing overdue items, today's deadlines, pipeline visualization, and notifications
- ✓ Workflow automation — trigger automated actions from matter events like status changes and deadline alerts
- ✓ AI chat integration — chat with AI about any matter, analysis, or filtered list for instant answers
- ✓ Fully configurable dropdowns — statuses, types, practice areas, billing methods — all customizable by admin
What sets it apart
Cross-matter deadline dashboard
One view shows every upcoming deadline across every active matter — overdue items in red, due soon in amber. Built for morning team reviews and standup meetings.
Matter ↔ Project linking
Attach projects to any matter for phased task execution with milestones, Kanban boards, and budget tracking. Navigate seamlessly between matter and project with full breadcrumb context preserved.
AI-powered analysis
One-click AI health assessment reviews deadlines, tasks, parties, and risk factors. Print the report as PDF or chat with AI about the findings for deeper insight.
Client intake to matter pipeline
Log inquiries with referral tracking and urgency levels, run automated conflict checks, evaluate, and convert accepted intakes directly into matters with pre-populated details.
Access control & classification
Owner, Editor, and Viewer roles per matter. Classify as Standard, Confidential, or Privileged — higher classifications log all access events with IP addresses and timestamps.
Terminology is yours to define
Rename "Matters" to "Cases," "Files," or "Engagements" and every label in the portal updates instantly — no code changes, no configuration files to edit.
Billable hours in the journal
Journal entries can include a billable hours field — accumulating time tracked across every call, meeting, and research session into a running total for the matter.
Interested in this module?
Every module can be customized to match your exact workflow. Let's talk about what you need.
Get in touch →