Structured matter intake
Open new matters with a consistent structure from day one. Capture client details, instructions, key dates, and matter type in a single intake flow that keeps everything organised from the start.
Stop managing matters across scattered emails, spreadsheets, and sticky notes. CoreCounsel gives your firm a single, structured workspace for every file — from first instruction to matter close.
Matter dashboard screenshot
Purpose-built for legal teams — not adapted from generic project management tools.
Open new matters with a consistent structure from day one. Capture client details, instructions, key dates, and matter type in a single intake flow that keeps everything organised from the start.
Keep all matter-related information in one place — notes, tasks, documents, correspondence, and key milestones — so your team always knows where things stand without hunting through email threads.
Assign tasks with due dates, set matter-level reminders, and track outstanding steps across active files. Reduce the risk of missed deadlines through structured visibility rather than memory.
Find any matter instantly using full-text search across matter names, client details, status, and matter type. Filter your active workload to exactly what you need to see.
Assign responsible lawyers, support staff, and supervisors to each matter. Control who has access to sensitive files and maintain a clear chain of responsibility across your practice.
Give principals and practice managers a real-time view of matter status, workload distribution, and outstanding actions across the firm — without interrupting the lawyers doing the work.
Consistent intake, clear ownership, and end-to-end visibility across your active files.