All-In-One Matter Overview

Every matter is presented on a clean, responsive dashboard that consolidates the most critical information at a glance. No more toggling between multiple screens or hunting for a stray email. The overview displays:

• Matter reference and property details – address, title number, transaction value and key dates.
• People involved – clients, solicitors, lenders, estate agents and any other party, with instant contact links.
• Key milestones – instruction received, ID checks, risk assessment, exchange and completion dates.
• Document snapshot – latest uploads, pending signatures and email attachments.

The overview layout adapts gracefully to any device, whether you are in the office or on the go.

The control panel gives direct access to all case-related functionality including:

• Activity Log - everything that's happened on the case, when and who did it
• Address & Settings - manage the address and other case-specific settings
• Audio Files - upload, manage and listen to audio files (such as call recording)
• Case Progress - see the progress of the case at-a-glance
• Change Case Status - put the case on hold, mark is as completed, or cancelled (and capture a reason)
• Charges & Timekeeping - manage by the minute billing, and other costs relating to a case
• Client Ledgers - keep track of client money
• Communications - correspond directly with your clients securely through the app
• Completion Checklist - make sure that everything is in place to complete a matter
• Completion Pack & Payment & Transfer Processing - export payments ready for BACS transfer
• Details & Custom Fields - capture any data you like relating to your matters
• Diary - See which tasks are due, overdue or scheduled for this matter
• Documents List - see all documents related to this matter in one place
• Send Documents For Signing - digital e-signatures are baked into Legal CM at no extra cost
• Case Emails - compose and view case-related emails
• Enquiries - create, manage and respond to enquires
• Case Export - export the whole case to one secure ZIP file for archival storage or transfer to another firm
• Re-Assign Case - change the fee earner and / or admin, and generate a tasks to notify your clients
• Forms - send, view, import and manage advanced digital data-capture forms
• Invoices - raise and track invoices to your clients
• Matter-Locking - lock and unlock matters to ensure only one fee earner is working on them at a time
• Notes - create internal notes, and notes visible to the client regarding the matter
• Office Payments / Expenditure - tie expenditure to this matter
• Registers - define and track the things that matter to you, and are critical for compliance
• Source Of Funds - verify the source of your client's funds to meet your legal obligations under AML law
• Undertakings - keep track of incoming and outgoing obligations on this matter

Dynamic Task Engine

Our task engine replaces static checklists with an interactive, colour-coded workflow that mirrors the real-world stages of a your transaction. Each stage – Instruction Received, ID Checks, Initial Risk Assessment, Document Exchange, Reporting, Exchange Contracts, Completion and Post-Completion – is displayed as a clickable card showing:

• Current progress (e.g., 4/28 items completed – 14%)
• Due dates and responsible fee earner
• Instant access to the underlying tasks with one-click navigation

Progress bars update in real time, giving every team member a transparent view of what has been done and what still needs attention. The visual design highlights overdue items without being intrusive.

Secure Document Management

Upload, version, share and email documents without ever leaving the platform. All files are automatically optimised for size and security, complying with UK data-protection regulations. Features include:

• Encrypted storage – each file is stored with AES-256 encryption.
• One-click email – attach a document directly to an outbound email, with the recipient’s address pre-filled.
• Full audit trail – every upload, download and deletion is logged with timestamp and user.
• Smart search – locate a document by name, tag, date or even by content snippet.

Documents appear in a responsive table with preview icons, download links and client-visibility toggles.

Client & Party Portal Integration

Every person associated with a matter – client, buyer, seller, lender or third-party solicitor etc. – can be invited to a secure portal. The portal provides:

• Read-only view of the matter timeline.
• Secure document upload (e.g., ID checks, proofs of address).
• Automated notifications for upcoming deadlines.
• Two-way messaging that keeps all correspondence inside the system.

Invitations are managed from the People section of the dashboard, where you can set primary accounting contacts, resend invites, or disable tracking with a single click.

Configurable Mini-Workflows

Legal work rarely fits a one-size-fits-all mould. Our Mini-Workflow builder lets you insert, reorder or remove steps in workflow. Choose from a library of predefined actions – Auction, Help To Buy, Deed of Exchange, Right To Buy, etc. – and map them to the appropriate stage (e.g., after “ID Checks” or before “Exchange Contracts”). You can define as many workflows and mini-workflows as you like for your firm.

Risk & Compliance Dashboard

Compliance is built in, not bolted on. The risk indicator summarises the matter’s status – “Undetermined”, “Low”, “Medium”, or “High” – based on data completeness, ID verification and client verification flags. When a client lacks a verified date of birth, a warning badge appears, prompting immediate remedial action. All risk calculations are logged, supporting audit requirements for regulated firms.

Completion Diary & Calendar Sync

The Completion Diary provides a visual calendar of proposed and confirmed dates for authority to exchange, exchange, and completion. 

Smart Tagging & Auto-Email Linking

Every matter can be tagged with custom labels – “High-Value”, “First-Time Buyer”, “Remortgage”, etc. Tags are searchable and can be used to drive reporting. If email integration is enabled, the system auto-detects a unique tag in incoming or outgoing messages, automatically attaching the email to the correct matter – a massive time-saver for busy clerks.

Insightful Reporting & Analytics

Export real-time dashboards that show pipeline health, average task completion times, and bottleneck analysis. Use the built-in filters to drill down by fee earner, matter type or risk level. All reports are generated delivering polished visuals that impress partners and regulators alike.

Why Solicitors Choose This Platform

Ready to future-proof your practice? Our platform combines the power of a full-featured case management system with the simplicity of a modern web app. Join the growing community of UK solicitors who have already reduced admin time by up to 40% and increased client satisfaction scores dramatically.