Matter lifecycle
Each matter progresses through defined lifecycle stages so the whole firm shares one view of where a case stands.
Who this is for: Everyone working matters
A matter moves through a consistent set of lifecycle stages from intake toward a verified resolution. Stages keep expectations aligned across the firm and drive what attention a matter generates.
Representative stages
- Intake
- The engagement is established and initial facts are gathered.
- Investigation
- Transcripts and case facts are assembled and verified.
- Resolution strategy
- A plan is set and pursued with the taxing authority.
- Resolution
- The outcome is achieved and verified against the record.
Stages, not silos
Moving stages does not move work into a separate tool. The same matter carries its files, commitments, billing, and history throughout.
Related guides
The matter workspace brings a case's client, stage, commitments, files, billing, and history into one place.
The attention dashboard scores and surfaces the matters that need a decision, so nothing important slips.
The pipeline moves prospective engagements through lead stages until they convert into active matters.