Every matter runs the way your firm runs.
When the process lives in software rather than in someone's head, supervision gets easier, handovers stop hurting, and quality stops depending on who picked up the file. ClearMatter lets your firm design how a matter type runs, then runs every matter that way.
- Visual process designer, configured per matter type
- Tasks, documents, questions and approvals attached to each step
- Live matters tracked against their process
- Firm-wide reporting scoped to what each person may see
Every matter runs the way your firm runs
When the process lives in software rather than in someone's head, supervision gets easier, handovers stop hurting, and quality stops depending on who picked up the file.
Design the process once
Map how your firm runs a matter type in a visual designer. Change it when the firm changes, not when the software allows.
Each step carries its own work
Tasks, documents, questions to answer and who gets notified all sit on the step — so the next action is never a judgement call.
Approvals where they matter
Route the decisions that carry risk to the right person, and record the decision alongside the matter.
The same standard, every time
New joiners follow the firm's process from day one, and cover is straightforward because the matter shows its own next step.
Running the matter
Everything that keeps a matter moving, attached to the matter itself.
Processes designed by your firm
Build a process per matter type in a visual designer. Change it when the firm changes, not when the software allows.
Tasks that belong to a step
Each step carries its own tasks, documents, questions to answer and notification recipients, so the next action is never a judgement call.
Approvals where risk sits
Route the decisions that matter to the right person and record the decision against the matter. Nobody approves their own request.
Key dates and completions
A completions tracker, calendar and per-fee-earner task lists, so supervision is a glance rather than a standing meeting.
The right people on the matter
Matter teams, client contacts and contact roles are held on the matter, alongside referral sources and the parties involved.
Conflict checks up front
Conflict checking runs when a matter is created and the outcome is recorded, before work begins rather than after.
Know where the firm stands today, not last month
Running a firm on month-old management information means every decision is a guess. ClearMatter reports off live matter and ledger data, so the answer is current when you ask for it.
The firm on one screen
Active matters, work in progress, outstanding invoices, money received, overdue tasks and upcoming completions — without asking anyone for an update.
The numbers that decide the year
Aged work in progress, aged debt, profit and loss, and fee earner productivity. Enough to spot a problem while you can still do something about it.
Nothing quietly slipping
A completions tracker, key dates and task lists per fee earner, so supervision is a glance rather than a meeting.
Only what each person should see
Reports and exports are filtered to the requester's access. Ethical walls and confidential matters stay confidential, even in a spreadsheet.
Matter management questions
What partners and practice managers ask about running work at scale.
- Can we design our own matter processes?
- Yes. Processes are built in a visual designer per matter type. Each step carries its own tasks, documents, questions to answer and notification recipients, and you change the process when the firm changes rather than when the software allows.
- How does this help with supervision?
- Every live matter is tracked against its process, so the current step and the next action are visible without asking. Overdue tasks, upcoming completions and key dates surface on the dashboard rather than in someone’s head.
- What happens when a fee earner is away?
- The matter shows its own next step, with the tasks and documents attached to it. Cover is a matter of picking up the file rather than reconstructing what the last person intended to do.
- What can partners see?
- Active matters, work in progress, outstanding invoices, money received, overdue tasks and upcoming completions on one screen, plus aged work in progress, aged debt, profit and loss and fee earner productivity — all limited to what each person is allowed to see.
- Are approvals part of the workflow?
- Yes. Decisions that carry risk — a client-to-office transfer, for example — are routed to the right person, and the decision is recorded against the matter. Nobody can approve their own request.
Explore the rest of ClearMatter
Time recording
Time that gets recorded because nobody has to remember it.
Legal accounts
A ledger you cannot quietly edit, and client money rules checked before posting.
AML & compliance
Screening, verification and source of funds recorded as you onboard.
Client portal
Quote, onboard, verify and get paid in one guided journey.
Outlook & Word
File email and draft documents without leaving Outlook or Word.
See it against your own matters
Click through the interactive demo now, or book a walkthrough and we'll run it on the kind of work your firm actually does.