Matter management
The complete matter, in one place.
Open a matter and see the whole picture: who the client is, who is responsible, what has been filed, what is due, what has been recorded and what the file is worth.
What it does
Matter overview
Status, practice area, opened date, billing arrangement and limitation dates at a glance.
Client and responsibility
The client record, related contacts and the responsible solicitor stay attached to the file.
Documents
Matter documents with versions, activity history and optional cloud backup.
Communications
Email, calls and notes recorded against the matter once the relevant providers are connected.
Tasks and key dates
Open tasks, court dates and limitation dates surfaced on the matter and in My Day.
Financial position
Work in progress, outstanding invoices and the trust balance held for the matter.
Activity timeline
A chronological record of what happened on the file and who did it.
Fee budgets
Optional budgets with alerts when recorded fees approach the agreed estimate.
Audit
Sensitive actions are written to an insert-only audit log.
A brighter practice ahead.
Bring your matters, communications, time, billing and trust together with Lexora.