Industry Operations
Legal Practice and Case Management
Matters, hearings, documents and firm finance in one place, built around how a practice actually runs.
The business problem
Matters are tracked in registers, hearing dates in diaries and documents in folders named by whoever saved them. A missed date has real consequences, and firm-wide visibility is impossible without asking everyone.
Core capabilities
- Matters and cases with stages and status
- Hearing schedules with automated reminders
- Court, judge and jurisdiction details
- Case timelines and filing register
- Client records and communication history
- Legal document templates generated from matter data
- Time, billing and firm finance
How we deliver it
Map matter types, stages and document requirements
Load active matters and upcoming hearings first
Set reminder rules and responsibility
Extend to billing and finance once matters are stable
Customisation
Matter types, stages, document templates and reminder rules are configured to your practice. Court-data connections are evaluated only where legally and technically supported.
What to have ready
Most of what decides whether this works is settled before any software is configured.
- Your matter types and stages as your practice actually uses them
- A decision on how client money is handled and reconciled, agreed with whoever advises you on compliance
- Limitation and hearing dates migrated deliberately, with a second person checking
- Who owns each matter and each date, recorded rather than understood
When this is not the right fit
- You are a sole practitioner with a handful of matters and no undertakings outstanding
- You need litigation e-discovery or document review at scale as the core requirement
- You expect it to interpret limitation periods; it holds the dates you enter and does not calculate law
Relevant industries
Integration possibilities
Every integration carries an honest status. Open one to see its current position, what it connects and what it needs.
Questions
Talk to us about legal practice and case management
Tell us how this works in your business today and we will be straightforward about what fits.