Keep the case context together.

The operational problem

A legal matter brings together a client, case records, documents, hearing information and financial responsibilities. The product project addresses the need to keep those related records in an operational workspace, rather than treating each record as a disconnected administrative task.

The software solution

Case and client records, document workflows, hearing information and financial operations.

The case record links client administration, documents, hearing records and financial workflows. The team can follow the same matter as it moves between these parts of the legal practice.

Functional outputs

Product development for legal practice workflows.

• Case and matter records
• Client and contact management
• Documents associated with legal work
• Hearing and calendar workflows

Evaluate this workflow in a demo

A useful evaluation follows a representative matter through the workspace. Review how the team identifies the client, locates a document, handles a hearing and follows the associated financial work. The product demo can establish the applicable workflow; migration, access roles and integration requirements are agreed for the individual practice.

1. Follow a representative case from client record to document and hearing context.
2. Check access for the roles involved in the practice workflow.
3. Review the associated financial record and correction path.