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04 / Matter intake to archive

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Organise matters, documents, versions, deadlines, evidence, access and billing in one controlled case history.

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01

Where is the latest signed version?

02

What is due before the next hearing?

03

Who accessed or changed this document?

04

Is the matter complete enough to archive?

Follow a representative record through each handoff. The exact fields, rules and approvals are set during your workflow map.

Representative workflow

Matter intake to archive

Find the right case document in seconds—not after calling three people.

Organise matters, documents, versions, deadlines, evidence, access and billing in one controlled case history.

CORSELA / CONTROL LIVE
Matter intake

Every case starts with a complete identity.

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MatterMAT-2026-184
ClientAster Components Pvt Ltd
CourtDelhi High Court
Case no.CS(COMM) 418/2026
Lead advocateA. Mehra
Conflict checkCleared

Matter created from approved intake checklist

Audit history
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Matter intake
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One operational trail. Different views for each responsibility.

The latest file, next date, responsible advocate and complete activity history stay available to authorised people.

People & roles
PartnerAdvocateParalegalClerkAccountsClient access
Owner reports
Matter registerUpcoming hearingsLimitation deadlinesDocument indexAccess historyBilling status
Likely integrations
Email captureOCR and full-text searchCalendar remindersDigital signatures and billing systems
Final integrations depend on the free audit and existing systems.

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