Track Information

All of the people on each file and their roles are listed on the left side of the file folder. Select a person and their business card is displayed, with full contact details. Jump to even further contact information if you like.

On the right side of the file you can instantly access a wide range of information about each matter, including a file summary, your notes, summaries of telephone calls, emails, a list of posted and unposted time entries, legal research, documents, custom information and more.

The information on a file is shared with whoever in your firm is assigned to it. You can choose whether to review just your own information, or that of everyone on the file.