Every call, email and message on the file.
Most of a matter’s history is correspondence. Keeping it with the matter — email in, calls noted, client messages from the portal, internal notes kept internal — means that answering “what did we tell them in March?” takes a moment rather than an afternoon.
The conversation, kept where the work is
Email that lands on the file
Correspondence with a client is filed against their matter, so a file can be read as a sequence rather than reassembled from inboxes.
Client messages in one thread
Messages sent from the client portal appear with the matter, and the client sees the same thread — no “did you get my email?”
Attendance notes that stay put
Contemporaneous notes are recorded against the matter, dated, and visible to those entitled to see the file.
What it saves
- Handover works. A colleague covering a matter can read what has passed between firm and client without asking anyone.
- “We never received that” is checkable. What was sent, when, and by whom is on the record — which matters when a complaint or a costs assessment arrives later.
- Advice stays with the matter. Internal notes about a file remain internal, and cannot be forwarded to a client by accident.
- An assistant can find the thread. Documents, emails and messages are in one place, so assembling a bundle for counsel stops being archaeology.
Capturing email depends on your firm’s mail arrangement being connected during setup; the portal and internal channels work without it.
A week of correspondence
Client emails the firm
The message is filed against the open matter, and the fee-earner sees it in the file rather than in a shared inbox.
The call afterwards
A short attendance note is added while it is fresh: who called, what was agreed, what happens next.
Shared with the client
The letter of advice is pushed to the portal, and the client replies in the same thread.
Preparing for counsel
The bundle is assembled from the matter’s own history, with dates and senders already attached.
See a matter’s history in one place
In the live demo we will walk a matter’s correspondence from first enquiry to final letter, without leaving the file.