Legal Practice Management Software Development

Matter intake form capturing client details, matter type, originating fee earner, and opening conflict check results -- the intake process configured to your firm's requirements rather than a generic new matter form. Matter record linking every document, task, time entry, disbursement, and client communication to the file so fee earners see the complete matter picture without switching between systems. Matter status tracking from intake through active, pending, and closed stages with supervisor visibility of all open matters across the team. Matter numbering and naming to your firm's conventions applied automatically at intake. Linked matters for related files -- associated client matters, related transactions, and connected litigation -- visible from each matter record.

Document filing into a matter-linked structure with automated naming conventions so documents are filed consistently without relying on fee earners to follow a manual process. Version control with a complete history of every document revision, showing who made each change and when, so the current version is always identifiable without opening multiple files. Full-text search across all matter documents so fee earners can find a precedent, a specific clause, or a reference to a counterparty across the entire document library. Document templates with automated population from matter data -- the client name, matter reference, counterparty details, and standard clauses pre-filled from the matter record. Secure external sharing for documents sent to clients or counterparties, with access logs showing who opened each document and when.

Court date and hearing scheduling linked to the matter record with automatic calculation of related deadlines -- service dates, response periods, and filing deadlines calculated from the court date using the procedural rules for each jurisdiction and matter type. Limitation period tracking with configurable alert lead times so fee earners and supervisors receive a notification before the limitation date rather than on it. Regulatory filing deadline tracking for matters with statutory or regulatory time requirements. Shared team calendar showing all matter deadlines, court dates, and client meetings across the practice group. Escalation alerts that notify the supervising fee earner or partner if a deadline approaches without the relevant task being marked as complete.

Conflict search against all existing clients, matters, counterparties, and related parties before opening a new file -- the search running against the complete matter database rather than a separate client list that may be out of date. Conflict results presented with the context needed to assess the risk: the existing matter type, the relationship between the existing client and the prospective new client, and the fee earner responsible for the existing matter. Conflict approval workflow where the results are reviewed by the risk partner or compliance officer before the new file is opened. Audit trail of every conflict check and the approval decision, with the result stored against the new matter record. Ongoing conflict monitoring for matters where new parties are added during the course of the work.

Task creation from within the matter record with assignment to fee earners, support staff, or external parties -- each task carrying a due date, a priority level, and a link to the relevant document or deadline. Precedent task lists for standard matter types -- the sequence of tasks for a residential conveyance, a corporate acquisition, or a dispute matter -- applied to a new matter at intake and modified for the specific file. Task status visible to supervisors across all matters in the team without the fee earner having to provide a verbal update. Automated task creation triggered by matter events -- a hearing date added to the calendar creates the preparation tasks for the fee earner automatically. Overdue task alerts escalating to the supervisor when a task passes its due date without being completed.

Time recording integrated with the matter record so every time entry is linked to the correct matter, work type, and activity code without manual data entry or re-keying between systems. Disbursement recording with supplier reference and cost code linked to the matter for accurate cost recovery. Work in progress reporting showing unbilled time and disbursements by matter, fee earner, and practice group so billing supervisors can see the pipeline before month-end. Invoice draft generation from the matter's WIP with the narrative pre-populated from the time entry descriptions, edited by the fee earner before approval and dispatch. Integration with your existing accounting or billing platform so invoices raised in the practice management system post to the finance system without manual transfer.