Matters and clients
Case management that follows the whole proceeding
Each matter has its own page: client, opposing party, court, court case number, phase and next step. Hearings, deadlines, documents and conversations with the client are on tabs of the same page.
One page instead of a file, a spreadsheet and memory
A matter usually lives in several places: the file in a cabinet, the court number in a spreadsheet, and the next step in the head of the lawyer handling it.
The usual wayWhere a matter stands is found by opening the file or asking a colleague.
With ClerkMindThe matter overview shows a short summary, the active phase, court, next hearing, nearest deadline and the pinned key documents.
The usual wayThe list of matters is a hand-kept spreadsheet that ages quickly.
With ClerkMindThe Matters list searches and filters by type, status, phase, „My matters“ and „No next step“, and each row opens the matter.
The usual wayWhen a case goes on appeal, the new court number is added to the file cover.
With ClerkMindEach phase, first instance, appeal, retrial or enforcement, has its own court, its own court case number and its own outcome.
The usual wayWho did what on a matter is pieced together from email.
With ClerkMindThe case history lists service, filings, hearings and phases by date, and every change is recorded in the activity log.
A matter in ClerkMind
From opening to archive, everything about the matter is on its tabs.
An overview you can read in a minute
Case summary, opposing party, active phase and court, next hearing and nearest open deadline. The fields „Next step“, „Who acts“, „By when“ and „Waiting for“ tell the team where the matter stands.
Proceeding phases
Open a first-instance phase and, when the judgment arrives, start the appeal. The previous phase closes with its outcome, and the new one gets its own court, court case number, judge or panel and enforcement agent.
Case history by date
Service, filings, evidence, settlements and other events are recorded with a date and, if you like, the document. Held and adjourned hearings and the start of each phase enter the history on their own.
Access per matter
Share a matter with colleagues as „Can view“ or „Can edit“. A lawyer sees only the matters shared with them; the administrator sees the whole firm.
Clients and every conversation with them
Contacts holds clients, opposing parties, experts and others, as a person or a company with its tax number. The client page lists their matters, notes and communications: calls, meetings, emails, Viber messages or letters, each with a date and subject.
Export the whole matter
„Export“ packs the matter into a ZIP: documents in their folders, a summary PDF, issued invoices, and the data as CSV files that open in Excel. The summary can also be downloaded on its own.
From new matter to archive
Open the matter
Choose the client, the matter type and procedure, the court from the list and the responsible lawyer. ClerkMind creates the matter's folder in Documents.
Take it through its phases
Add hearings, deadlines and events, and open a new phase with a new court number on appeal. Update the next step as things move.
Close and archive
When the matter ends, close it and archive it. It stays searchable with „Show archived“ and can be restored from the archive.
Macedonian procedure, not a foreign template
- Matter types are civil, criminal and administrative, and the procedure determines the hearing stages.
- The court is chosen from the list of Macedonian courts, with address and phone, and any other body can be typed in.
- The court case number is kept per phase, as it changes on appeal or enforcement.
- The vocabulary is from everyday practice: basis of the matter, area of law, opposing party, service, settlement.
- Companies are recorded with their tax number (ЕДБ) and seat, and cities are suggested from a list of Macedonian cities.
Questions about case management
Who sees which matters in the firm?
A lawyer sees the matters they opened, are responsible for or have been given access to. The administrator sees every matter in the firm. Access to each matter is changed under „Manage access“.
Can one matter have several court case numbers?
Yes. Each phase has its own court and court case number, so on appeal or retrial the new number goes into the new phase and the old one stays with the previous phase.
How do I find a matter quickly?
With search (Ctrl or ⌘ K), by name, number, court number, client or opposing party. Results only include matters you have access to.
Can I download the whole matter?
Yes. „Export“ creates a ZIP with the documents in their folders, a summary PDF, issued invoices and the data as CSV. Each export is recorded in the matter's history.
Where are clients kept?
In Contacts, as a person or a company. The client page shows all their matters, notes and communications, and Billing gathers time, expenses and invoices across all their matters.
Can a matter be deleted?
Only the firm's administrator can delete a matter, because its hearings, notes and invoices go with it. Lawyers archive a closed matter instead.
Bring your matters in and see the whole office on one screen.
We're opening access gradually. Request early access or book a demo, online or at your office.