Open a matter with its case type, its client, and the attorney and paralegal who carry it — then work it from the matter's own page, which holds the parties, the events, the documents, the time, the notes and the tasks. Deadlines run across every matter with a priority and a status, soonest first. Discovery is logged item by item — direction, type, served, due, responded — with a running count of what is pending, overdue and complete, and the privilege log beside it. Trial preparation is exhibits marked admitted, pending or rejected, witnesses with contact confirmed and subpoena served, and a trial notebook built from both. Time goes down against the matter at its hours and rate, billable or not, and totals. Email a whole case record out as a PDF to any contact in the People book. And because a legal file is not something everyone in the office should open, USER ACCESS gives each person an alias, a PIN, a title and a practice area, says what that department may open, and shows an attorney only their own matters.

Inside: Cases · Matter detail (parties · events · documents · time · notes · tasks) · Clients · Deadlines · Document register · Discovery · Privilege log · Trial prep (exhibits · witnesses · trial notebook) · Time register · Email a case record as PDF · Money in and out · Where the money goes · Tax report · Record maintenance · Passwords · User access (users, PINs, titles, practice areas, permissions) · Per-attorney matter scoping · Notes on any record · Scheduling.

UNDER DEVELOPMENT … COMING SOON — ask to be told when it is ready