Keep every matter organized, owned, and easy to run.
Everything lives where it belongs, so the team stays aligned and the work keeps moving.
Matter & Document Board
6 matters
TechCorp Inc.
Legal Holdings
StartupXYZ
Global Finance
Al-Rashid Corp
Dubai Holdings
Y duplicamos ese número cada 3 meses.
Run matters with less chasing and more clarity.
01
Create matters with consistent structure
02
Centralize documents, notes, and activity
03
Assign ownership and deadlines
04
Track status and next steps in one place
05
Keep client context attached to the work
06
Hand over matters without losing history
The matter becomes the source of truth.
01
Less time lost searching across tools
02
Clearer accountability across the team
03
Faster handoffs with full context
04
More consistent delivery across matters
05
Fewer missed steps under pressure
06
Cleaner reporting on what is happening
From opening a file to closing it cleanly.
- 1
Open a matter with a clear structure
- 2
Add documents, notes, and key details
- 3
Assign tasks and set the next step
- 4
Track progress and keep the team aligned
- 5
Keep updates and changes in one place
- 6
Close the matter with full traceability
¿Quién usa esto?
Built for daily legal operations.
01
Starting a new client file
02
Taking over a matter mid-way
03
Tracking deadlines and deliverables
04
Preparing for a client update
05
Coordinating work across team members
06
Closing matters without loose ends
Preguntas Frecuentes
Can I customize matter structure?
Yes. You can keep a consistent setup while adapting to how your firm runs work.
Does this work for ongoing retainers?
Yes. Matters can stay active and organized over time with clear status and next steps.
Can I use this without AI Chat?
Yes. Matter management works on its own inside eFirm.
How does this help with handoffs?
Everything stays inside the matter so another team member can pick up quickly.
Mantén cada asunto bajo control.
Seguridad de nivel empresarial