Matter ownership
Record responsible lawyers, participating staff, status, practice area and selected client relationships.
MATTERS WITH CONTEXT
LawFirmAxis keeps operational context around each matter so authorized staff can understand ownership, upcoming work, supporting documents and billing activity without searching across separate systems.
Record responsible lawyers, participating staff, status, practice area and selected client relationships.
Connect work and calendar activity to the matter while requiring verification of authoritative deadlines.
Keep uploaded documents associated with the correct matter and unavailable until required scan controls pass.
Maintain authorized operational notes and activity history around the matter record.
Capture matter-related work and costs for review before they become part of billing.
Choose which information becomes available in the separately authenticated client portal.