QUARVEX LEGAL · IN DEVELOPMENT

Every matter deserves
a clearer view.

Case management for legal practices: matters, people, documents, mail, deadlines and the next step on every case.

See the planned workflow ↓In development

Planned features only. Not yet available, and not certified.

Solicitor discussing legal documents with a client at her desk

BUILT AROUND THE REALITIES OF LEGAL WORK

One matter. The complete picture.

A case lives across instructions, emails, evidence, deadlines and fees, not in one document or one inbox.

Quarvex Legal is being built to keep them together: where the matter stands, what has happened and what needs doing next, without extra admin.

Matter-centred information Connected daily workflows Permission-aware collaboration

CONCEPTUAL INFORMATION MODELEverything connects back to the matter

MATTER RECORDOne source of context

Relationship diagram only. Not a screenshot of finished software.

THE PRODUCT EXPERIENCE

Six connected areas. One legal workspace.

All six share the same matter record.

01 / CASE CORE

Clients and matters

Instructions, parties, conflicts, stages, owners and a full history.

Explore capability 02 / CASE CONTENT

Documents and templates

Draft, review and file documents with versions and approvals.

Explore capability 03 / COMMUNICATION

Integrated Mail

File emails and attachments to the right matter from a familiar mailbox.

Explore capability 04 / CASE PROGRESSION

Tasks and workflows

Assign work, track key dates and follow checklists.

Explore capability 05 / OPERATIONS

Time, billing and practice

Record time and disbursements, prepare bills and track caseload.

Explore capability 06 / TRUST

Security and oversight

Matter-level access, audit history and retention rules.

Explore capability

FROM INSTRUCTION TO CLOSURE

A connected legal matter lifecycle.

One matter, followed from the first enquiry to closure, with every decision and record kept along the way.

Enquiry & intake

Record the client, the instruction and any related parties.

Checks & engagement

Record conflict, ID and AML checks, risk decisions and terms.

Open the matter

Give the matter a reference, a team and a workflow.

Progress the work

Mail, evidence, tasks, documents and decisions on one timeline.

Record and bill

Record fees and disbursements, then prepare and approve bills.

Close and retain

Clear open items, close the file and apply retention rules.

An example only. Checks and deadlines vary by practice area and firm policy.

MATTERS, PEOPLE AND CONTEXT

Open the matter and know exactly where it stands.

See who is involved, who is responsible, what is outstanding and what is due next.

Everything is linked, not copied, so supervisors can check progress without chasing inboxes or spreadsheets.

Unique matter references, categories, stages and owners
Client and related-party records with conflict-check history
Current tasks, upcoming deadlines and activity timeline
Controlled access for the right team and supervisor

Explore matter management →

WHAT A MATTER MUST CONNECT

CASE STRUCTUREA matter is more than a folder

Client & parties

Instructions, contacts, relationships and conflict checks

Case progression

Stage, next deadline, tasks, owner and supervision

Work record

Documents, correspondence, decisions and activity

Financial position

Time, disbursements, draft bills and approvals

Conceptual model, not a live matter record.

Solicitor reviewing case documents at a desk — Document management is part of the case

DOCUMENTS AND KNOWLEDGE

Know which document is current, approved and ready to send.

A draft must never be mistaken for an approved version, and every change must be clear.

Planned: matter-linked storage with search, versions, templates and review, for Word and PDF files.

Reusable templates with matter data and approved clauses
Draft, review and approval stages with document history
Secure sharing, search and retention controls

Explore document management →

INTEGRATED MAIL

Your inbox should understand the matter.

Starting with Microsoft 365: read a message, file it to its matter and create the follow-up work in one place.

Filing respects permissions: private mail is never shown to everyone who can see a related client.

Inbox, sent mail, search, threads and attachments
Confirmation before filing to a matter
Create tasks or time entries from relevant communication
Mailbox permissions separate from matter access

Explore integrated Mail →

ILLUSTRATIVE WORKFLOW · NOT A WORKING MAIL CLIENT

CorrespondenceConnected mailbox

01 / RECEIVEClient email arrives

Read and identify the correct instruction.

02 / CONFIRMSelect the right matter

Review the destination and permissions before filing.

03 / ACTSave and assign follow-up

File correspondence, attachments and the next action.

THE PRACTICE BEHIND EVERY MATTER

More than case files. The work of running a legal firm.

Built for fee earners, supervisors and the people who run the firm's finances.

Time and disbursements

Record chargeable and non-chargeable time against the right matter, with rates and notes.

Draft billing and approvals

Review time and costs, then draft and approve the bill, with its history kept.

Tasks and deadlines

See upcoming work across fee earners and assign it.

Supervision and audit

Role-based permissions, decision records and management reports.

LEGAL FINANCE IS DIFFERENT

Client money must never be treated as ordinary business revenue.

Client account features need their own ledgers, approvals and reconciliations, and specialist review against the SRA Accounts Rules. Quarvex Accounting alone does not make legal accounting compliant.

Explore practice and billing →

CLIENT COMMUNICATION AND COLLABORATION

Keep clients informed without exposing internal work.

A later client portal could let clients send forms and documents, reply securely and follow progress, apart from the solicitor's workspace.

Internal notes, privileged advice and other parties' records stay restricted. Anything shared is shared on purpose, and recorded.

Explore privacy and access principles →

TWO DIFFERENT EXPERIENCES

Legal team

Full authorised matter workspace, internal notes, review and supervision.

↓ controlled sharing ↓

Client access (future capability)

Only specifically approved updates, requests and documents.

Client portal is a planned later-stage capability.

A TRANSPARENT DEVELOPMENT APPROACH

What we're designing now, and what comes later.

These pages describe the planned product. Nothing here is live, certified or for sale yet.

FOUNDATION / PRIORITY

Make a complete matter work.

Clients and matters, conflict checks, tasks, dates, documents, audit history, Microsoft 365 mail, time and billing.

PLANNED EXPANSION

Deepen practice operations.

Document automation, practice workflows, client sharing, finance and integrations.

EXPLORATION / SPECIALIST

Build for individual disciplines.

Licensed precedents, practice-area templates, legal AI and legal accounting, each checked by experts first.

No launch date, certification, pricing or finished functionality is being promised at this stage. Roadmap priorities may change following research with UK legal practices.