Matter Management
Track any structured work — cases, engagements, claims, transactions, or files — with hard deadlines, multiple parties, documents, tasks, and a complete activity history. Matter Management is not industry-specific: the same system serves law firms, consulting practices, insurance organizations, HR departments, accounting firms, and any service business that manages work on behalf of clients. What changes is the terminology — your organization decides whether to call them Matters, Cases, Files, Engagements, or something else entirely. Link to full projects for phased task execution, run AI-powered analysis, manage intake workflows, and integrate with a document management system — all with role-based access control.
Features
- ✓ Deadline tracking — contract dates, regulatory filings, project milestones, court dates, or any date that can't slip — with configurable advance alert windows per deadline type
- ✓ Task management — work items with assignees, priorities, due dates, and cross-links to documents and parties
- ✓ Parties tab — track clients, contacts, counterparties, vendors, subject matter experts, and any other party involved — with role labels your organization defines (opposing counsel, witness, adjuster, contractor, etc.)
- ✓ Journal with billable hours — timestamped, attributed activity log with time tracking per entry
- ✓ Document uploads — Contracts, Correspondence, Reports, Proposals, Agreements, Memos, and any file relevant to the matter — organized by type and searchable
- ✓ 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
- ✓ Matter ↔ Project linking — attach projects to matters for phased task execution, budgets, milestones, and Kanban boards with bidirectional breadcrumb navigation
- ✓ Intake workflow — log new requests and inquiries with referral source and urgency, evaluate, and convert accepted work directly into matters with pre-populated details
- ✓ DMS bridge — link matters to the Document Management System for template folder structures, versioning, and check-in/check-out
- ✓ Access control & classification — owner/editor/viewer roles with Standard, Confidential, and Privileged classification levels
- ✓ Security audit trail — every view, edit, upload, and access change logged with user, timestamp, and IP address
- ✓ Deep search — search across matter titles, tasks, deadlines, parties, and journal entries with instant navigation to matched items
- ✓ QBE (Query By Example) — advanced multi-field filtering and column customization with CSV export
- ✓ Dashboard with My Day — personal priority panel showing overdue items, today's deadlines, pipeline visualization, and notifications
- ✓ Workflow automation — trigger automated actions from matter events like status changes and deadline alerts
- ✓ AI chat integration — chat with AI about any matter, analysis, or filtered list for instant answers
- ✓ Fully configurable dropdowns — statuses, matter types, work categories, billing methods — all customizable by admin without code changes
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.
Matter ↔ Project linking
Attach projects to any matter for phased task execution with milestones, Kanban boards, and budget tracking. Navigate seamlessly between matter and project with full breadcrumb context preserved.
Intake to matter pipeline
Log new requests and inquiries with referral tracking and urgency levels, evaluate, and convert accepted work directly into matters with pre-populated details. Law firms use this for client intake; insurance teams use it for new claims; HR uses it for new cases.
Access control & classification
Owner, Editor, and Viewer roles per matter. Classify as Standard, Confidential, or Privileged — higher classifications log all access events with IP addresses and timestamps.
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?
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