What's included
Matter Intake & Classification
Structured fields for matter type (litigation, regulatory, transactional, advisory), jurisdiction, opposing parties, and internal business unit. Routes to the correct team on submission.
Ethical Wall Enforcement
Matter-level access controls separate outside counsel, internal stakeholders, and co-counsel. Conflict-of-interest checks run automatically at matter creation against all open matters and parties.
Deadline & Statute Tracker
Statutes of limitations, discovery cutoffs, filing deadlines, and internal review milestones tracked at the matter level. Escalation alerts fire to supervising counsel before breach.
Privilege Log & Document Management
Every document — responsive files, review notes, privilege designations, correspondence — stored inside the matter record with Bates numbering and chain-of-custody logging.
Litigation Hold Workflow
Issue hold notices directly from the matter record. Track custodian acknowledgment with timestamps. Hold status visible on the matter dashboard — nothing lost in email.
What makes this different
Purpose-built for regulated workflows — not adapted from a generic form.
- Ethical walls enforced by the system
- Outside counsel sees only their assigned matters. Business stakeholders see only what's been released for review. Enforced by design, not by naming conventions on shared folders.
- Conflict checks run at matter creation
- Automatic checks against all open matters, parties, and counsel relationships. Results are logged in the matter record — not in a separate spreadsheet or email trail.
- Privilege log exports assemble in one action
- Documents already managed inside the matter record compile with Bates references in a single export. No manual collation from three different systems.