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Software / Matter Management

Run the full matter lifecycle from one workspace

Lawezi brings intake, opening, workflow, work queues, contacts, matter team, documents, key dates, notes, finance signals, and activity into a single matter-centred workspace.

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Matter workspace

Everything the matter team needs around the file

Matter management is not only the overview screen. It is the connected workspace where the team sees ownership, work, dates, documents, communications, settlement, finance, and AI assistance in one place.

Matter overview

A clear matter header, status, client context, and recent activity help users understand the file quickly.

Matter journey

The journey shows where the matter stands, what has already happened, and what is likely to come next.

Work queue

Current work, assigned tasks, owners, required documents, and blockers are shown in the matter context.

Team

Solicitor, legal assistant, Practice Leader, and other team roles stay visible so ownership is clear.

Contacts

Clients, opposing parties, related people, organisations, and professional contacts can be reused and linked without creating duplicate contacts.

Documents

Uploaded files, required documents, generated packs, document status, and document actions stay tied to the matter.

Settlement

Settlement information and matter outcomes can sit beside documents, finance, and activity rather than living in a separate tool.

Key dates

Important dates, limitation dates, reminders, and deadlines are visible where the matter team is working.

Appointments

Hearings, calls, client meetings, review appointments, and internal commitments can be managed around the file.

Notes

Matter notes give the team a shared record of updates, decisions, follow-up, and context as the matter progresses.

Notifications

Matter-specific and global notifications help users see work that needs attention without losing the underlying matter context.

Billing and finance

Billing status, finance checks, work entries, and finance references can be surfaced to the right users.

AI Matter Assistant

AI assistance works from the matter context so users can ask questions, review blockers, and understand the next best action.

Product views

See each matter capability in context

See how each part of the matter workspace helps legal teams understand the file, act on the right work, and keep the matter moving.

01 / Matter management

Matter opening

Start a new matter with the information the team needs from day one: client details, the right contacts, the type of matter, key responsibilities, and the first actions to take.

02 / Matter management

Matter workspace

Give the matter team one place to understand the file, see where the matter stands, review current work, and move between the areas they use every day.

03 / Matter management

Matter work queue

Show each user what needs attention next, who owns the work, which documents are needed, and what still needs to be done before the matter can move forward.

04 / Matter management

Team and contacts

Keep the people around the matter clear. The team can see who is responsible, who is assisting, who supervises the work, and which clients or related contacts are connected to the file.

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Team and contacts

Use a realistic matter screenshot showing team ownership and linked contacts.

Solicitor
Legal assistant
Practice Leader
Client
Related contacts
Existing contacts

05 / Matter management

Matter documents

Keep required documents, uploaded files, generated packs, and document actions close to the matter so the team can find what they need and see what is still outstanding.

06 / Matter management

Settlement

Track settlement position, offers, approvals, outcomes, and related activity alongside the rest of the matter, instead of managing settlement work in a separate place.

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Settlement

Use a realistic matter screenshot showing settlement position, offers, and outcomes.

Settlement position
Offers
Approvals
Outcome
Finance note
Activity

07 / Matter management

Key dates and appointments

Keep limitation dates, important deadlines, reminders, hearings, calls, meetings, and appointments visible where the team is already working.

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Key dates and appointments

Use a realistic matter screenshot showing key dates and appointments.

Key dates
Limitation date
Reminders
Appointments
Hearing
Client meeting

08 / Matter management

Notes, notifications, and activity

Give the team a shared record of updates, reminders, important activity, document history, and matter events so everyone can understand what has happened and what needs attention.

Product screenshot to add
Notes, notifications, and activity

Use a realistic matter screenshot showing notes, notifications, and activity.

Notes
Notifications
Activity
Documents
Matter progress
Matter history

09 / Matter management

Billing and finance

Show the right finance information to the right people, including billing status, finance checks, work entries, and references needed by finance or operations teams.

Product screenshot to add
Billing and finance

Use a realistic matter screenshot showing billing and finance information.

Billing status
Finance checks
Work entries
Matter references
Finance system
Finance review

10 / Matter management

AI Matter Assistant

Help users understand the matter faster with AI assistance that can explain next steps, missing information, blockers, and relevant matter context from inside the file.

Related software

Explore connected product areas

Lawezi is designed as a connected legal practice system, so each capability works with the surrounding matter lifecycle.

Documents

Generate document packs and manage document requirements from matter context.

AI and Insight

Use AI Matter assistance to understand next actions, blockers, and matter context.

See matter management in a realistic legal workflow

Book a focused walkthrough using realistic matter data, workflow steps, documents, roles, key dates, and AI assistance.

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Matter Management | Lawezi