Clients and matters
Register, matter numbering, types, statuses and the matter team.
Clients and matters
clients
Data from the KRS and the VAT white list
Proceedings
proceedings
Instances, case references and parties
Procedural deadlines
deadlines
The last day under the rules
Invoices and KSeF
invoices
Submission, KSeF number and UPO
01 · A SYSTEM FOR LAW FIRMS
The matter is the reference point for proceedings, deadlines and invoices.
Consilaris brings together the client register, matters, proceedings, procedural deadlines and invoices. Every entry is linked to the client and the matter it concerns.
Explore the systemCLIENTMATTERDEADLINEINVOICE
Proceedings and parties
Instances with the court or authority, division and case reference number; parties and their representatives.
Procedural deadlines
Last-day calculator, approval of preclusive deadlines, reminders.
Invoices and KSeF
VAT and corrective invoices, submission to KSeF, KSeF number and UPO.
02 · WHO CONSILARIS IS FOR
For advocates and legal advisers, working alone or in a team.
The system serves sole practitioners and firms in which partners, lawyers, trainees and secretarial staff work on the same matters, each with access matched to their role.
ADVOCATESLEGAL ADVISERSLAW FIRM TEAMS
Advocates and legal advisers
They run matters, proceedings and deadlines, and issue invoices to KSeF.
Partners and principals
They set roles and access scope, and see the status of matters and the change log.
Trainees, assistants and secretarial staff
They enter deadlines and client details within the scope granted by the owner.
03 · HOW IT WORKS
Each matter follows an orderly course from intake to invoice.
Every stage is recorded against the matter: who handles it, which instance the case is at, when the deadline falls and whether KSeF has accepted the invoice.
MATTERPROCEEDINGSDEADLINEINVOICE
Registry data by NIP or KRS number, matter number, type, lead lawyer and team.
Court or authority, division, case reference number, judge; the opposing party and its representative.
The last day from the date of service; a second person approves preclusive deadlines.
The FA(3) file is validated against the schema; the KSeF number and UPO come back to the system.
You will find a detailed description of the features and sample views in the system guide.See how it works
04 · RISKS IN A LAW FIRM'S WORK
A missed deadline and a rejected invoice are costs you can avoid.
Deadlines counted from memory, case reference numbers in notes and invoices sent outside the system are where mistakes are noticed too late.
DEADLINESACCESSKSEF
A deadline counted by hand
The system calculates the last day under the Civil Code and the Code of Civil Procedure, moving it to the next working day.
Access to matters without control
Each person has their own account, module permissions and a scope of visible matters; changes are recorded in the log.
An invoice rejected by KSeF
The file is validated against the schema before submission, and the firm is notified of any rejection.
05 · THE BENEFITS OF WORKING IN THE SYSTEM
Control over the firm. Certainty about deadlines.
The firm's owner sees who has access to what and who changed what. A lawyer starts the day with the deadlines that concern them and the matters they handle.
CONTROLACCOUNTABILITYTIMELINESS
You know who has access and who changed what.
- You set module permissions and the scope of visible matters.
- You can require two-factor sign-in from the whole team.
- You check changes in the activity log, with author and time.
You return to a matter with full context.
- The client, proceedings, parties and deadlines are all with the matter.
- You get reminders 7, 3 and 1 day before the deadline.
- You issue an invoice and see whether KSeF has accepted it.
06 · CLIENT AND MATTER
Client and matter information in one context.
The client record shows their matters, contact persons and contact consents. The matter record shows proceedings, deadlines, parties, team and access. Whoever takes over a matter sees its history so far.
Explore the clients and matters moduleCLIENTMATTERTEAM
Client
Details, contact persons and contact consents.
Matter
Type, status, lead lawyer and relationship partner.
Proceedings
Instances, case reference numbers, parties and deadlines.
07 · TEAM DEADLINES
Deadlines for today, this week and overdue items in one view.
The calendar filters deadlines by period, status, type and person. Overdue and unapproved deadlines are visible at once, and the firm's owner gets a reminder about preclusive deadlines falling due tomorrow.
Explore the deadlines moduleTODAYWEEKOVERDUE
Deadlines awaiting approval
Preclusive deadlines proposed but not yet approved.
Upcoming deadlines
Procedural deadlines, hearings and client deadlines, each with a responsible person.
Completed with evidence
Closing a deadline requires a description of the evidence of completion.
TRIAL
Try Consilaris on your law firm's own matters.
Register your firm before the launch: you provide the tax number (NIP) and the entry number in the bar or chamber register, and we confirm the registration. After the launch you use all the features for 90 days with no commitment. Prefer to talk first? Book a presentation on the contact page.
Licence from PLN 249 net a month, all features included.