Case management

From the first fact to the final outcome.

Organize a case around its parties, evidence, responsibilities and next action. Bring the case timeline into the same context as related tasks, documents and client records.

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Available in your signed-in workspace, subject to your plan and permissions.

Case managementIllustrative preview

Prepare the case for the next internal review.

Rivière · Case workspace

Parties, evidence and dates remain attached to the same case record.

Parties

Client and related organizations

Evidence

Correspondence chronology · 6 documents

Next review

Evidence gaps · Jordan Lee

One case record, with the evidence in view

How it comes together

  1. 1

    Open the case context

    Bring the client, related parties, case stage and responsible team member into a single matter record.

  2. 2

    Coordinate the work

    Attach tasks, documents and manually reviewed dates to the case so each person can see the next action.

  3. 3

    Review the outcome

    Check the remaining work, client communication and billing context before moving the case to its next stage.