Keep the matter together
Parties, to-dos, key dates, documents and a chronology that writes itself.
Every court date and limitation date.
Firm-wide and on the matter, soonest first.
What sits on a matter.
Parties
Clients, contacts and opponents.
To-dos and key dates
Each with an owner.
Documents
Uploaded files and attached links.
Chronology
Written as the matter moves.
Saved views
A filter kept by name.
Every open matter on one board.
Active, on hold and closed, each matter a card with its reference, type and client.
Screened before it opens.
The new matter wizard checks the client and the other side against your firm's own records.
