A clear next step, at every stage.
One connected process. Deliberate boundaries.
- 01
Start with names—not sensitive details.
Collect the prospective client, employer and other parties first. An enquiry does not establish representation.
Client intake - 02
Complete the conflict check.
A separate conflict status controls access to narratives and evidence. Changing a workflow status does not grant clearance.
Intake queue - 03
Review what you have. Request what you need.
Review the cleared enquiry, inspect fictional evidence, and keep requests and conversations tied to the case.
Document review - 04
Open a matter deliberately.
Record an engagement separately from intake. In this demo, a conflict-cleared enquiry can be opened as a fictional matter.
Matters - 05
Keep work, time and bills connected.
Add case-linked tasks and appointments, record time, and generate a draft invoice for review. No invoices are sent or payments taken.
Time & billing