What stops being your problem.
Not features added. Work removed. Every line below is work your firm does today that the matter record does for you instead.
- Re-keying a client into a second system.The signed quote carries them into the matter.
- Chasing a signature by email.Use the firm’s existing signing process or optional SignWell e-signing at additional cost.
- Running a conflict check by memory and a spreadsheet.Run it within the connected quote or matter workflow across mapped relationships.
- Being the only person who knows where something is.It sits on the matter, where anyone with access can find it.
The day, minus the friction
Four differences you notice in the first week, not after a rollout project.
One client, one record
People, organisations and matters connected, not scattered across inboxes.
Quote to matter
An accepted quote converts into a live matter through one connected workflow.
On the matter, not the inbox
Files live where the work is, findable in seconds.
Conflicts surface instantly
Relationships are mapped, so a conflict check is a click, not a memo.
The whole flow, taught as one flow.
The Support Staff track is built for the people who run matter administration, taught as one connected flow, on your firm’s real data, not as separate modules.
During go-live, matter management and document handling are two areas with dedicated hands-on support.
Your track covers, on your real data
- 01Matter management
- 02Contact management
- 03Quote and estimate creation
- 04Document and correspondence management
- 05General workflow and administrative processes
Asked by people in your seat.
The questions support staff put to us before they commit, answered the way we answer them on a call.
Key features
Explore each connected feature in full. One platform, one record, with optional services identified separately.