New Matter
Matters
Your matters and department matters
User Management
Approve registrations and assign departments
These accounts are deactivated — users cannot log in. Click Reinstate to restore access, or Delete Permanently to remove them entirely.
Analytics Dashboard
Full performance overview across all departments and staff
All Matters
View and manage all matters across all departments
My Reports
Statistics and export for your own matters
Reports
Generate and export matter reports
Company Settings
Set your firm's name and logo — shown on the login page and throughout the system
Used in all file numbers: SS/UserPrefix/Number
Choose a theme — the entire app updates automatically for all users.
uploaded
PNG or JPG recommended. Max 500KB. Square logo works best.
When a matter is created, a confirmation email is sent to the fee earner. Uses EmailJS. Setup guide
Select a department then add or remove matter types for that department's dropdown.
Keeps: Company settings · Staff accounts · Matter types · Numbering (counters unchanged)
Keeps: Company settings · Staff accounts · Matter types
Super Admin keeps access. Platform ready for fresh setup.
Number Setup
Set the starting matter number for each department
The next matter created in each department will use this number. Only change this if you need to correct the starting point.
Activity Log
Full audit trail — every matter created, edited, deleted, reassigned and restored
| Date & Time | Action | File Ref | Dept | Client | By | Details |
|---|---|---|---|---|---|---|
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Deleted Matters
Audit trail of deleted matters — restore, reassign or cancel pending reservations
| File Ref | Dept | Date | Client | Matter Type | Originally By | Deleted By | Deleted On | Actions |
|---|---|---|---|---|---|---|---|---|
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These matter numbers have been reassigned but the staff member hasn't created the matter yet. Cancel to release the number back to deleted matters.
| File Ref | Dept | Assigned To | Assigned By | Assigned On | Action |
|---|---|---|---|---|---|
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