Matters & Clients
Give each matter a clear home for the people, documents and notes around it.
- Matters
- Clients
- Documents
- Notes
From the first client conversation to the final invoice. Keep matters, court dates, documents and billing connected.

From the first client conversation to the final invoice, every part of a matter stays connected.
Advocate Management keeps the daily work of a legal practice organised around matters. Teams can move from client intake and court dates to recorded time and invoicing without losing the context of the work.
Give each matter a clear home for the people, documents and notes around it.
Keep upcoming appearances and important dates visible across the practice.
See who owns the work and capture the time spent moving it forward.
Carry recorded work through to invoices, payments and expenses.
Review practice activity and keep common documents and settings organised.
See how the core work moves through Legal. Each stage keeps the next part of the process in view.
Practical tools that support the work around the main workflow, so everyday details have a home too.
Keep frequently used practice documents within reach.
Review matters, time and billing activity.
Matter records can bring clients, documents, dates, notes, time and billing activity into one workspace.
The court diary gives teams a focused view of court dates, deadlines and linked matters.
Open the system site and contact our team. A sales agent will arrange a walkthrough and sign in during the showcase.
See how Advocate Management fits your team. Tell us about your work and we’ll arrange a guided walkthrough.
Let’s talk about your business