Every case in one file — and everyone looking at the same file.
A matter in OpenLPM is not a folder with a name. It is the file: the procedure it follows, the people working it, every note, document, deadline, hour and payment attached to it — visible to the people who should see it, and closed to everyone else.
A file you can interrogate, not just store
Everything about the matter, in one place
The overview, the work, the tasks, time, payments, files, contacts, communications, deadlines, engagement, letters, notes, a board view and the audit trail. One question no longer costs six windows.
Phases and steps, not vague “in progress”
Every matter runs an ordered procedure with owners and due dates. A blocked step says why. A skipped step says why, and by whom.
Matter walls when the file is sensitive
Restrict a matter to named people. Access grants are recorded, so “who could see this?” always has an answer.
What it means on a Monday morning
- “Where are we on the Whitfield purchase?” — answered in ten seconds, from the file, by anyone with access.
- Nothing essential lives in one person’s inbox. Notes, calls and documents are on the matter the moment they happen.
- Delegation lands with the deadline attached — the step, the owner and the date travel together.
- Every change is attributed. If a date moved, the file says who moved it and when.
Bring a matter you already know well to the demo and we will open it together — the value is obvious when it is your own file.
From instruction to archive
The same path whether it is a two-hour advice or a three-year litigation.
Conflict check, then open the file
Search clients, matters and contacts; record the outcome. Then open the matter from the blueprint for that practice area.
Work the steps
Each step has an owner, a due date and the documents it needs. Notes and calls attach where the work happens.
Bill from the same file
Approved time and disbursements become the invoice; payments and receipts come back to the matter.
Close it properly
When the last step completes, the matter closes and becomes a read-only record with its full history.
The questions partners ask first
Yes. Procedures are yours — phase by phase, with partner sign-off — and they are applied to new matters automatically.
It becomes read-only with its complete history. Nothing is quietly edited after the file closes, which is usually the point.
Yes. A matter can be restricted to named people, and the grant of access is recorded.
Open one of your own matters in the demo
Bring a live file (redacted is fine). If the structure fits how your firm actually works, you will know in about ten minutes.