Practice management
Matters, clients and parties
ShippedFor a lawyer
Matter records scoped to your firm, with clients, party roles and practice areas.
In plain terms
Your case files, kept digitally instead of in a folder.
How to use it
- 1 Open Matters and choose New matter.
- 2 Pick an existing client or create one as you go.
- 3 Add the parties: plaintiff, defendant, witness or interested party.
- 4 Set the court, file number, assigned advocate and practice area.
- 5 Review and create. Everything is saved in one step.
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