Nothing 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.

Matter type

Custom fields

Workflow

Defining matter type…

Data: Built and hosted in Australia
Trust accounting: Law Society of NSW certified
Audit: Every action attributed

Most relevant toFor Fee Earners For Support Staff

What changes

One matter, zero blind spots.

Top three benefits your firm will notice.

Opened in one pass

Create the matter, run the conflict check across every mapped relationship in the firm, and assign the team without leaving the screen.

Correspondence files itself

Three routes in from Outlook: drag it across, file it in one click, or let it file itself by matter code.

Every action attributed

Who did what and when, logged on the record and exportable. An audit is a filter, not a fire drill.

Matter Management

A matter isn’t a folder. It’s everything that happened.

Whoever picks up the file next starts exactly where you left it.

Book a demo

How it works

The mechanism, in order.

No setup screen and no configuration project. This is the sequence a matter actually moves through in Matter Management.

01/ 04

Quote or direct matter

See it on your own matters

Quote or direct matter
Start with a quote when the firm wants Logic Firm to produce the LSA, or create the matter directly. A conflict check is required before conversion if it has not already been run.
Your matter types, not ours
The matter opens on your firm’s own matter type: the fields, stages and required documents your firm defined during migration planning.
Filed as it happens
Email files by matter code, documents version on the record, time is added deliberately from the Feesheet or matter, and deadlines calculate from configured workflow trigger dates.
Everything stays attributed
Every action carries a person and a timestamp, so producing the full history of a matter is a filter rather than a reconstruction.
Recorded, attributed, exportable

Matter Management FAQs

Your team has questions. We have answers.

Ask us yours

Do we have to use your pre-built matter types?

No. Matter types are built around how your firm actually practises, during migration planning. See our migration process

What happens to matters already open in our current system?

They come across in the structured import with their documents, contacts, time and financial history attached, reviewed against your source system and signed off before anyone relies on them.

Can two people work on the same matter at once?

Yes. Every action is attributed, so the record shows who did what rather than locking anyone out.

Not sure how to structure our matter types?

That is what migration planning week is for. We help you think it through against how your firm works, not hand you a template to accept. See our migration process

How far back does the audit trail go?

To the creation of the matter. Every action since is logged, timestamped, attributed and exportable.

Platform