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Template · Legal Services

Matter management for legal services

Every matter with practice area, responsible attorney, budget, next deadline and status.

One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

Interactive demo and walkthrough

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Try it: Matter managementInteractive demo · sample data
Inside

What it does

Every matter with practice area, responsible attorney, budget, next deadline and status.

Tracks
Matter, Client, Practice area, Responsible attorney, Budget, Billed to date, Budget used, Next deadline, Status
Flags automatically
  • Deadline this week when Next deadline is within 7 days and Status is not Closed
  • Over 90% of budget when Budget used is over 90
  • Closed when Status is Closed
Actions and automations
  • Create a one-page summary: A short Word summary of this matter for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every matter for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.