Matter Management
A single workspace for every case — timeline, tasks, and participants stay in sync as your firm works the file.
- Matter workspace with a living timeline — every upload, status change, and communication logged automatically
- Pipeline, team, and practice-area Kanban board with stage-temperature signals
- Personal dashboard with your open matters front and center, upcoming deadlines, and practice health at a glance
- Tasks and deadlines wired to workflow and automation
- Clients, counsel, and roles in one participant model
- Historical milestones and outcomes tracking for every matter
- Signals for stalled matters and workload visibility