How a matter actually runs
from enquiry to closure.

Enquiry captured

The enquiry lands as a lead with its source recorded, so referral partners can be measured rather than guessed at.

Contract extracted

Upload the contract of sale and Document AI pulls the parties, the property, the price and the key dates into the matter.

Workflow drives the file

Stages carry the settlement path, with automations firing tasks and client emails as each one completes.

Client watches progress

The portal shows the client where the matter is up to, which is the question reception otherwise answers by phone.

Intake and conflict check

Capture the enquiry and search existing parties before the matter is opened. Matching runs on names in Latin script, so record a Latin spelling alongside any name written in another script.

Documents in one thread

Correspondence, court documents and file notes sit on the matter with an audit trail of who changed what.

Key dates tracked

Court dates and limitation periods raise tasks ahead of time rather than relying on a diary somebody has to remember.

Trust and billing

Trust accounting and invoicing sit in the same system as the work, so time recorded becomes an invoice without rekeying.

Matter opened from a template

A template pack installs the matter type, its workflow and its document set, so a new file starts configured.

Key terms extracted

Document AI reads uploaded agreements and lifts the terms into fields you can search and report on.

Ask the matter questions

The assistant answers from the documents on the file and cites which one it used, with inference in your chosen AWS region.

Bill and collect

Invoices generate from recorded time and go out from your own inbox with your bank details, or straight to Xero if that is where your team works.

One pipeline, many matter types

Enquiries route to the right matter type on intake rather than everything landing in one queue.

A workflow per matter type

Each practice area gets its own stages and automations, versioned, so changing conveyancing does not disturb family law.

Referrals measured

Track which partners send work and what it turns into, so the relationship can be assessed on numbers.

Reporting across the firm

Practice reporting covers matters, time, billing and trust across every area in one place.