Client / Matter Organization

Your firm’s potential is limitless. Well, so is our storage system.

Law firms have lots of clients and sometimes keeping track of every client, matter and creditor can be tedious without the right tools. Keep detailed records for clients, matters and accounts within reach of a few clicks. SpiderLaw’s MasterFile Maintenance provides law firms with a simple and powerful system that keeps track of these things in an organised manner.

Features:

  • Conflict search
  • Multiple files per client
  • Comprehensive data fields for all relevant information
  • Default options for quick entry of similar data
  • View history of receipts and payments with detailed breakdown by category
  • Assign multiple fee-earners to each file with profit-sharing percentages
  • Pre-defined Groups for practice areas which can be used to generate Summary of Practice Areas with fee amounts and percentage reports for use by the Bar Council
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