Each of these is a real capability we design, build, and deploy — not a list of SharePoint features. We build the thing that makes it work for your business.
📋Case & Matter Register
A central SharePoint list holding every matter — client name, matter reference, status, instruction type, responsible fee earner, and key dates. Drives all views and automation across the system.
📁Automatic Matter Folders
When a matter is opened, the standard folder structure is created automatically — Correspondence, Documents, Court, Financials, Research, and Completed. Consistent structure across every matter from day one.
📧Email-to-Matter Filing
Emails from the shared enquiries or matter mailbox captured into SharePoint and filed against the correct matter automatically — matched by matter reference in the subject line. No manual forwarding or filing.
🔍Fee Earner Views
Metadata-driven views so each fee earner sees their own active matters, upcoming deadlines, and recently filed documents — without browsing folder trees.
🏷️Document Metadata
Every document tagged with matter reference, document type, and date on upload. Makes documents searchable and filterable — and supports document management compliance.
📊KPI & Deadline Tracking
Scheduled flows that calculate matter ages, flag approaching deadlines, and update status columns. Powers a dashboard showing open matters, overdue items, and conversion rates.