Case & matter management
Run matters end to end — from intake to notes to billing — in one structured, trackable model.
Work that runs as cases or matters — legal, recovery, advisory — gets managed in inboxes and folders, with no consistent record of status, owner or next step.
- Matters tracked across email, folders and memory
- No consistent record of status or who owns what
- Intake, notes and billing live in separate places
- Handovers lose context
Everything you need, configured to you.
Intake to case model
A clear structure from onboarding through to the matter and its notes.
Roles & permissions
Consultants, accounts and admin each see and do the right things.
Email-to-case
Correspondence attaches to the right matter automatically.
Notifications & alerts
Deadlines and status changes surface to the right people.
From first call to live.
Model the workflow
We map how a matter moves from intake to close, and who touches it.
Build the structure
The case model, roles and note structure are configured to your practice.
Automate the admin
Email association, alerts and status changes run automatically.
Train & go live
Your team works real matters in the system with support on hand.
- Structured intake → matter → notes model
- Role-based access for consultants, accounts and admin
- Automatic email-to-matter association
- Deadline and status notifications
- Hourly or milestone fee tracking
Every matter, one place
A professional-services firm ran matters through inboxes and shared folders. We fitted the system to their exact intake-to-close workflow, with roles and automatic email association.
Common questions.
One call. A clear plan. No pitch deck.
Tell us where the friction is. We'll come back with a 1-page proposal — scope, timeline, price — within 48 hours.