Organize legal enquiries and matters
Qualify an enquiry, link documents and track deadlines.
Open the legal workspace
The legal workspace is reserved for authorized managers and administrators. It offers Incoming enquiries, Matters, Clients, Legal drafting and Deadlines & hearings. Client follow-up and Legal research depend on their additional modules.
Move from enquiry to matter
In Incoming enquiries, qualify the need before creating a matter or collecting sensitive documents. Check information supplied by the enquirer.
Open the enquiry and check its subject, urgency and reported dates.
Use Create matter once the enquiry is qualified.
Check the client, parties, practice area and jurisdiction.
Find imported documents in the matter and record the next action.
Track dates and drafting
In Deadlines & hearings, add the date to the correct matter and check the chronological list. An entered date should reflect your professional verification.
Legal drafting lets you prepare drafts linked to a matter. Versions are retained, and an approved PDF requires human validation. Preparing text does not sign it or deliver it to the client.