Capture the enquiry
Record the enquiry and the parties before accepting instructions.
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QUARVEX LEGAL / MATTERS AND CLIENTS · PLANNED
Every case needs an organised home.
People, instruction, history, responsibilities and next action in one record.
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THE MATTER RECORD
A matter is the working centre of the practice.
Each matter starts with a client and an instruction and shows its stage, fee earner and next deadline.
- Client and related-party records, conflict checks and engagement status
- Matter type, unique reference, stage, team, owner and supervisor
- Notes, communication, documents, time and activity linked to the matter
- Search, filters and permissions sensitive to confidentiality
A REAL-WORLD MATTER
From enquiry to supervised work.
How a matter moves from enquiry to supervised work.
Perform checks
Record conflict, risk, ID and AML checks, as firm policy requires.
Open and assign
Record the instruction and terms, pick a workflow and assign the team.
Progress and supervise
Deadlines, documents, mail, approvals and time, in one history.
Close with control
Run closing checks, then apply retention and access rules.
WORKFLOWS AND DEADLINES
A deadline is not just a reminder.
Every deadline has a source, an owner and a review status. Workflows differ by type of work, and qualified practitioners review them before any date calculation is relied on.
- Task assignments, priorities, dependencies and checklists
- Calendar events and matter-linked deadlines with supervision
- Approvals and escalation of outstanding work
- Practice-area templates validated by appropriately qualified staff
EXPLORE THE WHOLE PLATFORM
Each part works because it connects to the rest.
Go back to the Legal overview or explore another planned area.