From the first call to an open file — conflict-checked
A consultation is held in the attorney’s diary, and the names it gives are checked for conflicts before anyone hears the story. A matter runs an intake workflow — screening, FICA documents, the conflict check a partner clears, the fee estimate, the mandate signed electronically and the file opened — and, for litigation, a litigation workflow.
Who uses it
- Attorney
- Secretary
- Partner
What it does
- Consultations booked in the attorney’s diary: a busy slot is refused, and the slot fills in the date, time, length and attorney.
- Conflict checks on the person and the other side before the consultation.
- Matters with their type, billing basis, responsible attorney, court and opposing party.
- Fee estimates built from tiles — hours, fixed-fee standard work, court attendances, disbursements, a retainer — and invoiced once accepted.
- Court dates prepared, attended and reported; court and prescription dates diarised and reminded.
How it works
- Book the consultation.
- Clear the conflict check.
- Send the fee estimate and mandate.
- Open the file.
The controls that protect it
- A partner clears the conflict check.
What it does not do (yet)
- The mandate and fee agreement is starter wording that a practitioner reviews before use.
