New Matter
Create a new matter file
Matters
Your matters and department matters
| Matter No. | Date | Client(s) | Details | Created By | Status | Completed | Archived | Action |
|---|---|---|---|---|---|---|---|---|
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User Management
Approve registrations and assign departments
| Name | Registered | Action | |
|---|---|---|---|
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| Name | Departments | Role | Actions | |
|---|---|---|---|---|
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All Matters
View and manage all matters across all departments
| Matter No. | Department | Date | Client Name | Matter Type | Created By | Status | Actions |
|---|---|---|---|---|---|---|---|
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My Reports
Statistics and export for your own matters
Reports
Generate and export matter reports
Company Settings
Set your firm's name and logo — shown on the login page and throughout the system
Used in all file numbers: SS/UserPrefix/Number
Choose a theme — the entire app updates automatically for all users.
uploaded
PNG or JPG recommended. Max 500KB. Square logo works best.
When a matter is created, a confirmation email is sent to the fee earner. Uses EmailJS. Setup guide
Select a department then add or remove matter types for that department's dropdown.
Number Setup
Set the starting matter number for each department
The next matter created in each department will use this number. Only change this if you need to correct the starting point.