Find it quickly
Search clients and matters to reach the right file.
Client and matter management
Every client.
Every matter.
All connected.
Know your clients, follow their matters and find what you need to keep work moving.
Keep the context
Move from the client record to matters, documents and time entries.
Organise from the start
Create clients and matters with their document folders.
Your clients
One record. The essential information.
Contact details, identification and notes in one place to prepare for each conversation and follow up on work.
- View names, tax identification numbers, addresses and contact details.
- See the matters linked to each client.
- Review time entries by matter and period.
Your matters
A matter file with the work in view.
Advice, a contract or litigation: every matter is linked to the client and the information you need.
- Organise matters by name, code and classification.
- Access the matter's documents and time entries.
- Record notes to preserve the context of your work.
From first contact to everyday work.
Create the client, organise matters and keep information linked to the right file.