The client matter as it should be
Every document, deadline, research note, and billing entry for a client instruction, in one connected workspace. Open a matter and see the full picture, not five separate tabs.
What is matter management software for a UK law firm?
Matter management software keeps everything about one client instruction in a single record: the files, the key dates, the correspondence, the time recorded and the money. Writford links research, documents, time and billing to the same matter, so nothing is stored in a personal folder or a personal calendar.
- What is kept on a matter in Writford?
- The client and opponent details, files and documents, notes, chats, key dates, tasks, time recorded, disbursements, invoices and the client account position, all on one record rather than spread across folders and inboxes.
- Are key dates tied to a person's own calendar?
- No. Key dates belong to the matter, so they survive somebody leaving, going on holiday or changing role. That is the difference between a deadline the firm holds and a deadline one fee earner holds.
- Can I see the financial position of a matter at a glance?
- Yes. The matter overview shows work in progress, what has been billed and what is outstanding, alongside the client funds held, so a supervisor does not have to open the accounts system to answer a client's question.
- Does research stay attached to the matter?
- Yes. An answer researched in the AI can be saved to the matter with its sources intact, so the authority behind a piece of advice is still on the file months later.
- Can other people in the firm see my matters?
- That depends on their role. A fee earner sees their own matters, a supervisor and an administrator see everything and can edit it, and a cashier can see every matter but change none. Access is set once at firm level.
Everything for a client instruction, in one place
A matter in Writford is the single source of truth for a client instruction. Open it and you see the full picture: documents, correspondence, AI research with its sources, time entries, billing status, key dates, and conflict records. Nothing lives outside it.
- Drag and drop documents directly into the matter file store
- AI research sessions save to the matter with citations intact
- Notes, key dates, and conflict check records in the same workspace
- Share a matter with a colleague to give them immediate full access
- Activity timeline shows who did what and when, for supervision
Key dates that don't rely on personal calendars
Limitation periods, court dates, and contract milestones stored in the matter record are visible to everyone with access. Not in someone's personal Outlook. Not in a spreadsheet nobody else can see. In the matter, where they belong.
- Log limitation periods, court dates, and review dates against the matter
- Deadlines visible to any fee-earner or supervisor with matter access
- No reliance on individual calendars for professionally critical dates
- Task assignment connects outstanding actions to the people responsible
- Reminder capability keeps upcoming dates from being missed
Research, documents, time, and billing, all linked
The gap between doing the work and recording it is where time gets lost. In Writford, research activity and document analysis create a record that feeds time entries. Time entries feed WIP. WIP converts to invoices. Every step is connected without copying or re-entry.
- Research sessions create an activity record you can time against
- Documents imported from OneDrive or Google Drive attach to the matter
- Time recorded flows into WIP for review before billing
- Invoices reflect the actual work saved in the matter
- Full audit trail of work done, accessible for compliance and supervision
Further reading
Free templates
Editable Word documents, drafted for England and Wales. No account needed.