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Legal File Management

Our customisable legal matter management allows the collection of key data about legal matters easily. With a dashboard overview page for each matter, lawyers can customise what data they see on the matter dashboard. See all of the key information available at the matter from a bird's eye view and drill down into matter detail easily when needed.

JurisForge has so many features that seemlessly work with your staff, your practice will evolve like never before.  


Just some of our key features include:

  1. Matter dashboard

  2. Client agreement smart management

  3. Matter financial summary

  4. Tasks management

  5. Trust funds monitoring

  6. Bill cycle monitoring

  7. Easily create matter chronologies

  8. Smart disclosure management

  9. Client questionnaires

  10. Document precedents

  11. Matter specific resource and research

Legal Matter Information

With our matter management software, you can see key information about the matter on the overview page. Being able to access key information instantly, makes matter management smart and easy. Our matter overpage includes:

  • Key information about the cause of action.

  • Key information about the client and responsible staff.

  • Obtain an instant snapshot of the matter financial summary.

  • Obtain an instant snapshot of the retainer status and retainer scope.

  • Obtain a snapshot of upcoming key events and deadlines.

  • Obtain a snapshot of upcoming matter tasks.

  • View matter participants, including parties, solicitors and other important information.

  • See information about the next proposed bill cycle for the matter.


Smart Matter Management

With our smart matter management software, staff will be alerted to issue around the matter. This includes:

  • If the matter is due to be billed based on invoice settings and the client retainer, the system will prompt the user to issue an invoice.

  • If your client has overdue bills, staff will be alerted to the overdue bill amount and request they address this with the client.

  • With our smart client agreement integration, if there is no client agreement in place, the user will be alerted to take action to ensure a client agreement is in place.

  • If your practice uses trust funds, if no trust funds are available in the matter the system will alert the user to request trust funds.

  • If deadlines are approaching, and sufficient work has not been undertaken, the system will prompt the responsible staff member to take action.


Essential Legal Management Features

Ensure key and essential information is available in each matter with absolute ease with these essential legal management features:

  • View, add and edit documents in the matter.

  • With our essential document management features, easily set documents to draft, client review, settled and sent, so the status of documents can be easily tracked and inspected and audited at any stage of the matter.

  • With our disclosure documents features, easily add, sort and define details around disclosure documents in a single place in the matter. This includes automatic collation and naming of disclosure documents.

  • With our disclosure documents feature, use artificial intelligence to analyse disclosure documents and find key features, information and anomalies in seconds.

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