An identifiable legal file
Give each matter a name, reference, practice area and status. Keep parties and key facts with the engagement.
Legal Matters
Open the matter and find the context for the next decision. Bring the client, parties, working documents, assigned work and key dates together around the engagement.
Work in context
Access matter-linked documents, tasks, communications and billing information from the workspace.
A considered lifecycle
Manage access, review progress and preserve closure and retention information as the engagement changes.
In daily practice
- 01
Open the engagement
Record the client, matter reference and essential facts after the firm's acceptance review.
- 02
Build the working file
Add documents, assign tasks and record key dates against the matter.
- 03
Review and close
Check outstanding work, billing and retention needs before recording closure.
Before you begin
No. Matter access is subject to workspace permissions and applicable matter restrictions, including ethical walls.
No. Start with the required identifying details, then build the file as work proceeds. Closure and retention decisions belong later in the lifecycle.
Keep the context