Matter management
Approved leads become matters with the legal details that define them.
When a lead is approved and signed, it becomes a matter, with practice-area-specific details, parties, stages, tasks, and notes. The intake that started as a midnight chat message ends as a structured file your team works from.
How it works
01
Practice-aware records
Each matter carries the detail structure of its practice area, captured at intake and editable by staff as the file develops.
02
Tasks and stages
Matters move through firm-defined stages with task tracking, so active files show their next action, not just their existence.
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