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Matters

Bring clients, parties, documents, deadlines and billing together around the matter, from intake and conflict screening to the team's next steps.
Active matters, responsible teams and upcoming dates.Okafor & Byrne LLP, a fictional firm.

A clear start for every matter.

Screen the enquiry, open the matter and keep key dates in view.

Client Intake

A prospect moves from a new enquiry through screening to an approved instruction. Forms and the conflict check run inside the pipeline.

  • Forms and questionnaires feed the pipeline
  • Conflict screening is a stage of intake
  • Approval opens the matter itself
Intake progressFollow each enquiry from New through Screening to Approved.
Legal Matters

Keep the client, parties, team, documents, deadlines and billing activity on a shared matter record, with access controlled by permissions.

  • Client, parties and team on the record
  • Files created inside it are filed on it
  • Access follows the record's permissions
Matter overviewSee the reference, practice area, status and key dates together.
Docket

Record hearings, filing windows and limitation dates against the matter. See docket dates alongside the firm's calendar.

  • Hearings, filings and limitation dates by matter
  • Docket dates overlay the firm calendar
  • Key dates sit on the matter record
On the daySee upcoming hearings, filing windows and limitation dates by day.

Each module reads and writes the same firm, people, matters and permissions. Turn on what your practice needs.

Run each engagement from intake through resolution on one permission-aware record.

Manage client contacts, companies, and relationships in a shared directory.

Maintain organization profiles for clients, counterparties, and referral sources.

Collect prospective-client information, run conflict checks, and control onboarding.

Track leads, referral sources, opportunities, and the firm's development pipeline.

Build and manage intake forms, questionnaires, and reusable checklists.

Track court dockets, filings, hearings, and judicial calendar events by matter.

Coordinate court dates, deadlines, meetings, and firm scheduling in one calendar.

What it is not, yet.

Every claim on this page can be checked against the shipped product. These are its edges.

  • ImportA general firm-data importer is not yet available. Create records in LawAOS and discuss high-volume migrations with the team before moving data.

The other pillars.

The same firm, people, matters and permissions, from four other sides.

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