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. The module terminology is fully configurable: call them Cases, Engagements, or Matters — the label updates everywhere automatically.
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
- ✓ Project Management integration — link projects to matters with full bidirectional navigation
- ✓ Security audit trail — every view, edit, upload, and task change logged with user and timestamp
- ✓ 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.
Tasks linked to documents, deadlines, and parties
When creating a task, you can link it to a specific document, deadline, or party within the same matter — creating traceability between work items and the records they relate to.
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.
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