Create a client record
From the NIP or KRS number the system suggests the name, address and VAT status. The data goes into the form only after you click.
One client register instead of spreadsheets.
HOW IT WORKS
The client and their matters on a single record.
When client details sit in a spreadsheet and the matter status in email, every client question starts with searching and working out who handles the case.
CHALLENGEWORKFLOWRESULT
Open a matter
The number is assigned automatically; you choose the type, status, lead lawyer and relationship partner, and enter the value of the subject matter.
Lead lawyer and relationship partner shown on every matter.Assign the team and access
Advocate or legal adviser, trainee, assistant. A matter can also be shared with a single account.
A scope of visible matters set for each account.
FEATURE VIEW
Information visible in the context of the matter.
The adjacent view is a conceptual visualisation using sample data. It illustrates how information is presented; it is not an application screenshot and does not depict actual clients.
SAMPLE LAYOUTDEMO DATA
REAL-WORLD EXAMPLE
The client record and the matter record answer straight away: who handles it, what state the matter is in and what comes next.
A client calls about a contract handled by another lawyer. The person answering opens the client record and sees the matter, its status, the lead lawyer and the relationship partner. They know whom to pass the call to.
- Clients: individuals and entities, NIP, PESEL, REGON, KRS
- Data from the KRS register and the VAT white list
- Matters: number, type, status, value of the subject matter
- Matter team and designated access
MattersWorking view
ITEMDETAILSSTATUS
ZLC/2026/041Nowak · disputeActive
ZLC/2026/038Alfa Sp. z o.o. · contractIntake
ZLC/2026/027Wiśniewski · employment lawSuspended