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Practice dashboard
Practice at a glance
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Active matters
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Pending tasks
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Due this week
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Held in trust
Next 7 days
Money in motionwork done → billed → banked
Income — this monthChart ▾
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Recorded
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Invoiced
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Paid
Matters
Every active and historical file — search, filter and open any matter.
New matter (practice register)
New client — capture details
The reference auto-fills as [client's first letter] + the next free number (e.g. K0003), matching your existing filing. Enter the client surname first so the letter is right; override the reference if needed.
Edit matter
Required to clear the opening-date warning.
Assign to matter
Assign a portion of this transaction to each matter — e.g. per invoice value. The portions must add up to the transaction amount.
For a new client whose matter isn't defined yet: this opens a holding matter for the client and allocates the deposit to it (you rename / recategorise it later).