Matters

A matter workspace your whole team — and your AI — actually understands.

The problem

Matter context is scattered across documents, email, calendars, and someone's memory — so neither your team nor your AI ever sees the whole picture.

Capabilities

What it does

Intake → review → approved → active → closed, with audited transitions at every step.

AI conflict-check status and multi-dimensional risk scoring across legal, financial, timeline, and compliance factors, plus lead scoring.

Track companion cases, appeals, removals, and enforcement actions with explicit relationship types.

Statute-of-limitations dates, court deadlines, hearings, and follow-ups, surfaced and tracked on the matter.

Documents, tasks, notes, communications, and billing in one place — the context the AI reads from.

Jurisdiction-specific forms, judges, and fees.

In your control

All matter data lives in your system of record, and every change is audited.

Rule-aware deadline calculation (court days, holidays, closures) with full authority tracing, plus calendar and court forms.

Native document drafting and a full DMS: versioning, redlines, clause library, e-signature with an evidence trail, and freeze-on-signature.

Time/expense capture, UTBMS coding, invoicing, trust accounting with reconciliation, retainers, and payment plans.

We'll walk through self-hosting, model control, and your firm's workflows.