Matter management for a law firm
A new client is opened before anyone checks whether the firm already represents the other side. The court date sits in one lawyer’s calendar, and the associate does not see it until someone asks.
Who it is for
For a firm where several lawyers share matters, or associates prepare work without seeing the deadline. A poor fit for a solo lawyer with a handful of active files.
Problems this page addresses
A matter opens before the conflict check
The client name resembles a party on an old file. Without a search across contacts and opposing parties, the firm finds the conflict after a power of attorney went out.
The deadline does not belong to the matter
A hearing, a filing, and a limitation date live in a personal calendar. When someone is away, nobody in the firm knows what falls this week.
A fee agreement with no status
Retainer, hourly, or a percentage of the matter. Accounting asks where it stands, and the answer is a search through email.
What you get
Opening a matter checks the parties
Before the file opens, the system searches the client and the opposing party in existing records and flags a match that needs approval.
Deadlines on the matter, not on a person
Hearing and filing sit on the matter, with an owner. Whoever covers the file sees the week without opening someone else’s calendar.
Fee status next to the file
The agreement type and the next billing step are recorded beside the matter, in the language the office actually uses.
Common questions
Does this replace our practice software?
Not necessarily. If that software already holds deadlines, documents, and conflicts, and the firm actually works in it, there is nothing to build. This page matters when the software is an archive and the live work is still in email and WhatsApp.
Who needs training?
First, whoever opens a matter and whoever updates a deadline: secretary, associate, and the lawyer who owns the file. Not the whole firm on day one.
Can party names be stored in two scripts?
Yes. The conflict search runs on both, because an opposing party appears in Hebrew on a pleading and in Latin script on a contract.
Related pages
A CRM shaped around how you already work
An off-the-shelf CRM asks the team to adopt someone else’s stages and fields. We build the record around the approvals, statuses, and fields that already decide who the customer is and what happens next.
Rollout and training the team actually uses
A system without practice slides back to WhatsApp in the second week. We hand it over with drills on real routines, a short page per role, and a clear order for permissions and backup so work continues if the person who knew the system leaves.
Client management for an accounting firm
In January every client is equally urgent. Documents arrive in WhatsApp, the missing list sits with whoever spoke to the client, and a filing is recorded only when someone remembers to update the sheet.