Matter management · Australian legal practices
Legal matter management with the whole file in view.
A matter is more than a title and a list of documents. Keep the people, work, deadlines and financial position together so the next person opening the file can understand what needs to happen.
- Structured matter details and party roles
- Tasks, dates, documents and activity together
- Trust, WIP and outstanding invoices in context
From opening the file to handing over the next step.
- 1
Open a matter with the right people
Choose the client, responsible solicitor, practice area and matter stage. Link other parties with their roles, and record the next critical date. Matter numbers are allocated within your firm's workspace.
- 2
Organise the work around the matter
Use the activity, workflow, documents, tasks, time, financials, calendar and notes tabs to follow the work. Where a practice-area workflow is available, it can create a starting set of tasks and dates when the matter opens.
- 3
Keep the handover connected
Record notes and updates beside the file, assign the next task and review the financial snapshot before the next decision. Filter the matter list by practice area, stage, status or responsible team member, or search by matter title and number.
Different parts of the file, one working context.
For a property matter, for example, your team may need to check the parties, property details, settlement date, draft documents and funds position in the same session. Cassandra Legal keeps those records associated with the matter.
- People and roles
- Connect the primary client and other parties to the matter with named roles, rather than relying on an unstructured contact list.
- Work and deadlines
- Review assigned tasks, calendar events and recorded critical dates. Add matter notes and activity updates as the work progresses.
- Documents and review
- Generate documents from configured templates and matter data, manage revisions and review status, and use signature workflows when appropriate.
- Financial position
- See trust held, unbilled work in progress, outstanding receivables and unbilled disbursements as separate figures. Open the related billing or trust workflow for the underlying records.
Practical questions
About matter management in Cassandra Legal.
Confirm the details for your practice with our team before moving live records. Contact Cassandra Legal.
Is this legal case management software or practice management software?
Cassandra Legal combines a matter workspace with practice operations: clients, tasks, documents, time, invoices, trust records and reporting. The matter is the common reference connecting the legal work and its financial records.
Can a matter hold more than one party?
Yes. A matter has a primary client and can link additional contacts with party roles. The detail screen shows those roles alongside the matter's structured information and activity.
Are court deadlines calculated automatically?
The app supports critical dates, calendar events and template-based workflow dates. Your team must verify the applicable court rules, jurisdiction and dates for each matter; a workflow template is a starting point for review.
Can we bring matters across from an existing system?
The import workbench supports named source systems and generic CSV files, with a reconciliation report for review. Coverage depends on the source export and record type. Discuss your data and document requirements before moving live files.
Follow the connected workflow.
Legal billing
Record work against the matter, review what is ready to bill and follow the invoice through approval, delivery and payment. Keep the billing record close to the work that produced it.
Trust accounting
Follow the trust position by matter, record ledger movements and review differences against statement information. Keep transaction history and reconciliation work accessible to the people responsible for the account.