What’s in case & client management
4 modules, one workspace.
Matter ManagementNothing about this matter lives anywhere else.Open a matter and the emails, documents, time, tasks, deadlines and ledger are already on it, filed as the work happened rather than gathered up afterwards. Every action carries a person and a timestamp.
- Opened in one pass
- Correspondence files itself
- Every action attributed
- One record, every connection
- Conflict checks traverse relationships
- Context before you pick up
- One list, whole firm
- Deadlines chase themselves
- Cover without a handover
- Dates calculate themselves
- Attached to the matter
- Available in Outlook
See these modules running on your firm’s own matters, with your data in front of you.
The rest of the platform
It only works because the rest is in the same place.
Financial operationsTime capture, invoicing, optional trust workflows and clearly defined Xero sync behaviour.Documents & complianceDocument management, precedents and safe custody, versioned and auditable on the matter.IntelligenceAI and MCP product direction, reporting and dashboards, connected to the firm’s practice data.
Data hosted in AustraliaOne platform, one login, one audit trail across every module.See the integrations
See case & client management on your firm’s matters
A focused 30-minute walkthrough with a specialist who understands legal practice and compliance.