Verticals · Legal
Matters, clients, filings — the practice as one connected record.
Matters nest their filings and deadlines, engagements run as pipelines with retainers and terms, and every client is one person in one directory across everything they touch.
Why one system
Practice management holds the matters, the document system holds the files, billing holds the hours — and none of them holds the whole client.
One system where the matter, the client, and every filing and deadline share a single record of truth.
The objects you’d define
matters
hierarchy · workflow · activity
The case file as a living record: filings nest under matters, and nothing advances past a gate without sign-off.
engagements
deal · contacts · attachments
Conflict check to retainer: two parties, proposed and agreed terms, a close.
clients
contacts · email · phone
The same client across every matter, engagement, and call they appear in.
filings
tasks · attachments · activity
Court dates and documents, owned and due, attached to the matter they serve.
- Conflict check
- Proposal
- Retainer
- Active
A engagements pipeline — firm ↔ client — same deal primitive, your labels.
How it runs.
A new engagement starts as a pipeline record: conflict check, proposal, retainer. The retainer amount and the agreed terms live on the engagement, because an engagement is a deal.
Once active, the matter takes over — filings nest beneath it, each with an owner and a court date, and the workflow rules hold the gates: nothing files without review.
Opposing counsel, client contacts, and referring attorneys are all people in one directory, appearing on every record they touch.
Calls log themselves to the right matter, filings surface before their court dates, and “which matters have gone quiet?” is a question the timelines answer on their own.
Nothing here is an industry edition — it’s the same primitives, named by the people who run the business.