Clients, matters and conflict checks

One case file per matter: client, court, parties, facts, Acts, team, notes, documents, tasks and activity, with a conflict check on every new party.

Enter a matter once and every other part of Law Automator reads from it: the calendar, drafting, billing, the client portal and precedent research.

The case file

• Client, court, case type and number, filing date, status and responsible lawyer.
• Parties on each side. Names are checked for conflicts across all your firm's clients and matters, including variants such as "Pvt. Ltd." and "Private Limited" or names with honorifics; you acknowledge any match before saving.
• Facts and file notes, encrypted at rest. Documents and messages with the client.
• Tasks with owners and due dates, and an activity log of who changed what.
• Checklists for repeatable work, including FDI and company registration and litigation intake.

Teams and roles

Owners, partners, associates and staff. Each firm's records are separate: other firms get "not found", never a glimpse.