Platform, Practice
A complete record for every client
Contact details, matters, billing history, and conflict awareness in one place. Built for the way UK solicitors actually structure their files.
Client list in Writford — individual and company clients with full contact details, one record per client.
One record per client, every matter rolled up
Every client has a complete record covering identity, contact details, addresses, billing preferences and the full list of matters opened for them. When you open a client, you see what is in flight, what has been billed, what is outstanding, and the last time you spoke. No more piecing together a client view from Outlook contacts, a spreadsheet, and your billing system.
- Individual and company clients with full contact details
- Multiple addresses and contact methods per client
- All matters for a client visible from one screen
- Billing summary: total invoiced, outstanding, average matter value
- Per-client time entries and document activity
Conflict checks built into how you open work
Before a new matter is created, Writford surfaces existing relationships, related parties and previous matters tied to the same name or organisation. The check happens at the point of decision, not as a separate manual workflow that gets skipped under time pressure. SRA Principle 7 requires a robust conflicts process; Writford makes that the path of least resistance.
- Search clients and known parties before opening a new matter
- Existing relationships surfaced at matter creation
- Per-matter conflict notes attached to the file
- Audit trail of who checked what, and when
- Aligned with SRA Code of Conduct Principle 7 and Para 6.2
Every interaction with a client, kept with the file
Email, chat, notes, and meeting summaries attach to the client and matter automatically. When you pick the file up six months later, the history is intact. No reconstruction from Outlook search, no asking a colleague what was agreed. The client record is the durable home of the work, not your inbox.
- Outlook integration files emails to the right client and matter
- Notes and chat threads attached to client records
- Per-client view of unbilled work and last activity
- Document history with version visibility
- Export client data on request (GDPR Article 15 DSARs)