Legal Matter Management MicroERP

Coordinate a professional decision about next procedural steps.

• Capture outcome and reviewed decision window
• Assign advice and client-instruction tasks
• Record proceed, decline or transfer decision

Build a traceable sequence of facts for professional analysis.

• Link events to source evidence
• Distinguish established from disputed facts
• Update approved chronologies as evidence changes

Track client-money obligations using the applicable approved handling model.

• Record purpose and beneficial ownership of funds
• Require authorized disbursement instructions
• Reconcile matter-level movements through shared finance

Preserve decisions and instructions relevant to the matter.

• Record advice delivered and decision requested
• Obtain authorized client instructions
• Link instructions to resulting actions

Record reviewed conflict assessment before representation begins.

• Search parties and related matters
• Document identified relationships and reviewer decision
• Track continuing conflict review when parties change

Instruct external counsel with a complete matter package.

• Assemble reviewed facts, documents and questions
• Track acceptance and advice deadlines
• Record advice, appearance and fee approval

Track matter references and procedural events across forums.

• Record court, case number and stage
• Capture filing and hearing events
• Reconcile external updates with the matter record

Maintain external procedural configurations without treating them as legal advice.

• Version professional-approved forum rules
• Record effective dates and source references
• Require review of impacted matter deadlines

Track deadlines using professionally verified triggers and rules.

• Record source event and reviewed due date
• Assign preparation and approval milestones
• Escalate changes and preserve calculation review

Organize review of potentially relevant matter documents.

• Group and assign document sets
• Record relevance and review decisions
• Track unresolved privilege or disclosure questions

Coordinate professionally reviewed diligence questions and findings.

• Request structured evidence by issue
• Track queries and unresolved exceptions
• Deliver reviewed findings and limitations

Maintain the agreed representation and fee boundary.

• Record represented parties and scope exclusions
• Track accepted engagement and amendments
• Flag work outside approved representation

Preserve the identity and provenance of matter evidence.

• Register evidence source and date received
• Track custody or handling events
• Link evidence to issues and exhibits

Assemble controlled document sets for a hearing or submission.

• Select approved documents and sequence
• Apply references and index checks
• Freeze issued bundle and track supplements

Coordinate external expert work for a legal matter.

• Define approved instruction and scope
• Track evidence supplied and report deadlines
• Review received report and commercial obligations

Coordinate authorized filings and preserve submission evidence.

• Assemble reviewed filing package
• Track submission channel and acknowledgment
• Resolve rejection or required correction

Coordinate appearances with verified dates and responsibilities.

• Record hearing time, location and purpose
• Assign appearing counsel and preparation tasks
• Track adjournment and next-date evidence

Track authorized preservation instructions for relevant records.

• Define scope and responsible custodians
• Obtain acknowledgment and track exceptions
• Record approved release or transfer of the hold

Close representation with clear records and remaining responsibilities.

• Confirm completed work and final client communication
• Return authorized original documents
• Apply reviewed archive and future-action instructions

Establish the proposed matter and responsible professional review.

• Capture client objectives and relevant parties
• Record initial documents and urgent dates
• Route acceptance decision to qualified personnel

Organize professionally approved objectives and next actions.

• Record issues and desired outcomes
• Assign legal work and evidence dependencies
• Review strategy changes and client instructions

Attribute professional effort and disbursements to the correct matter.

• Capture matter-specific work narratives
• Apply agreed fee or recovery terms
• Review write-offs and charge-event handoff

Convert reviewed decisions into accountable next steps.

• Store issued order or decision
• Record professional interpretation and required actions
• Track client communication and completion

Maintain the correct role of every person or organization in a matter.

• Link clients, opponents and related parties
• Record counsel and authorized contacts
• Track relationship changes and service addresses

Control preparation and approval of formal legal submissions.

• Maintain drafts with supporting references
• Collect counsel and client comments
• Approve final submission version

Reuse legal templates while preserving applicability review.

• Maintain approved precedent versions and context
• Track review date and responsible professional
• Require matter-specific adaptation before issue

Control professional decisions about disclosing protected material.

• Record asserted privilege or confidentiality basis
• Route disputed items to qualified reviewers
• Maintain approved disclosure or withholding decisions

Organize reviewed legal research used in a matter.

• Record research questions and source citations
• Track currency and applicability review
• Link approved authorities to advice or submissions

Track formal delivery of matter documents where required.

• Record reviewed recipient and service instruction
• Coordinate authorized delivery provider
• Preserve proof, failed service and follow-up

Preserve proposed terms and authorized settlement decisions.

• Track offers, conditions and expiry
• Record client authority and counterproposals
• Confirm agreed terms and performance milestones

Follow agreed settlement obligations through completion.

• Schedule payments or nonfinancial actions
• Collect evidence of performance
• Escalate missed obligations for professional review

Coordinate conditions and documents required for closing.

• Maintain closing checklist and accountable parties
• Track execution and condition satisfaction
• Record completion and post-closing obligations

Coordinate an authorized change in representation.

• Track professional approvals and required notices
• Prepare matter and document handover
• Record outstanding deadlines and accepted responsibility

Coordinate witnesses and related logistical commitments.

• Maintain witness role and availability
• Schedule professionally approved preparation
• Track attendance, documents and expense approvals