In a practice, information is rarely lost: it is with someone. In a mailbox, a binder, a head. The day that person is away, the file stops.
What the application changes
The file carries everything
Documents, exchanges, deadlines, decisions, time spent, fees. Picking up a colleague's file does not mean reconstructing its history.
Deadlines no longer depend on a personal reminder
Time limits, hearings, filings, renewals: tracked by the practice, visible to those concerned, flagged before the date rather than on it.
Time and fees connected
Time booked to a file feeds billing, fixed-fee or time-based. Unbilled time becomes visible - often a practice's first saving.
Confidentiality per file
Access is set per file and per role, not globally. A staff member does not see files that do not concern them, and access is logged.
What we do not do
We do not supply legal content or document templates, and we do not replace your accounting. We organise your work; we do not practise it.
A case file does not look the same in every profession
A law firm tracks hearings and procedural deadlines; an accounting firm tracks financial years, filings and tax deadlines; an architecture practice tracks phases, work packages and handovers. The principle is the same, the record is not.
So we start from your real files - three or four, picked among the most common and the most awkward - and the structure emerges from those. It is faster than starting from a generic template that then has to be bent into shape.
Billing follows the file
Fees on a fixed price, on time spent, per act or on subscription, depending on the file rather than on the firm. Retainers and advances attach to the file, are deducted from later invoices, and the outstanding balance per client is visible without arithmetic.
Who sees what
Access is set per file and per role. An associate sees the files assigned to them, a partner sees everything, a trainee sees what is opened to them. Views are logged - useful the day a client asks who had access to their document.
Bringing across what exists
Live files are imported from your spreadsheets and folders rather than re-keyed. Closed archives can stay where they are: migrating them is expensive and almost never needed.