Case Management

Matter & Case Management

Manage matters from intake to close with workflow automation, deadline tracking, and team collaboration.

Matters
Custom
Workflows
Real-time
Collaboration
Secure
Client Portal

Full Matter Lifecycle

Track matters from initial enquiry through intake, active work, completion, and archival. Custom workflows per matter type — litigation, conveyancing, immigration, corporate.

Full Matter Lifecycle

Team Collaboration

Assign matters to fee earners and support staff. Track tasks, deadlines, and milestones. Internal messaging and notes per matter.

Team Collaboration

Client Communication

Secure client portal for document sharing, messaging, and status updates. Clients see matter progress without calling the office.

Client Communication

Why Choose This Feature

Full matter lifecycle management
Custom workflows per matter type
Team assignment and task tracking
Secure client portal
Deadline and milestone monitoring

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