Matter Management
Track the client, matter type, responsible professional, status, dates, documents and activity in one place.
Manage matters, documents, deadlines, client communication and reporting in one system designed around South African legal work.
Built for solo and small firms that need stronger control without the complexity and cost of a large international platform.

Each matter holds the responsible people, current status, key dates, documents, correspondence, tasks, time and financial information.
Active matters, client count, trust balance and document volume — with prescription risks surfaced before they become emergencies.

Track the client, matter type, responsible professional, status, dates, documents and activity in one place.
Record court dates, prescription dates, filing requirements, responsibilities and reminders.
Store structured folders, templates, versions and generated documents with access controls.
Link email, call notes and client communication to the relevant matter history.
Capture time, disbursements, billing information and matter-level financial activity.
View matter status, deadlines, workload, productivity and compliance information.
LegalDesk supports responsible information handling, controlled access, traceable activity and structured records. Final compliance remains a combination of system controls, firm policies and staff conduct.
Define who may see, edit or export sensitive information.
Support purpose limitation, security safeguards and documented data processes.
Protect matter records through managed backup and restoration procedures.
Maintain structured records of important activity and document changes.
Yes. The system can begin with the matter, document and deadline functions that provide immediate control, then expand when needed.
The hosting, security and backup architecture is defined in the implementation agreement. We favour private, access-controlled environments with documented responsibilities.
Yes. We assess the quality and format of existing spreadsheets, folders and systems before confirming the migration scope.
No. The system can support compliant processes, but the firm must still maintain appropriate policies, training, supervision and professional controls.
Tell us where enquiries, follow-ups or admin are falling through. We will map the simplest useful solution.