Reading path
For the partner
You answer for your matters: the conflict decision, the team, the dates, the time recorded on them and the documents that leave the firm.
- 01Sign in and turn on two step sign inSign in at your firm's own address, set a strong password, and protect the account with an authenticator app or an emailed code.
- 02Run and decide a conflict checkCheck every proposed party against the whole register before a matter opens, and record the partner's decision for good.
- 03Open a matterRecord the enquiry, add the client and parties, clear the conflict check and complete the opening checklist, then open the file.
- 04The matter register, views and dashboardFilter the matters you need, save the view for next time, find files nobody has touched, and read a matter at a glance.
- 05Set and revise a matter budgetA budget per matter, in its own currency, with optional phases, every revision kept, and the partner told as the spend approaches it.
- 06Confirm, extend and complete deadlinesReview the deadlines the rules suggest, confirm them, extend one only with a reason and the authority for it, and complete it with evidence.
- 07Reminders and escalationHow reminders climb from the holder to the partner and the managing partner, why each must be acknowledged, and what leave does.
- 08Document approvalSend a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.
- 09Time approvals, timesheets and targetsApprove late time, run timesheet submission where the firm uses it, and see each fee earner against target.
- 10Billing arrangementsSet how a matter is charged, hourly, fixed fee, fixed fee by milestone, retainer or scale fee, with one arrangement in force on any day.
- 11Close and archive a matterWork the closure checklist, clear what blocks the close, close the matter, and archive it so its file is dated for retention.