Clerk

Typical role assignment: staff, clerk, matter_worker

Clerks are the backbone of a functioning matter file. You keep briefs up to date, file documents, chase deadlines, and make sure the lawyers on a matter have everything they need.

Your daily work

1. Your matters

Go to Matters and filter by the matters you support. Open a matter and work through its tabs.

2. Briefs

Under each matter's Briefs tab you maintain the case submissions and arguments. You can create, read and update briefs as the case evolves.

3. Documents

Under Documents on each matter, upload files and organise them. The system supports:

Document versioning — each upload creates a new version, so you never lose earlier drafts.
Checkout/check-in — check out a document when you're editing it so others know not to overwrite.
Templates — generate standard letters or pleadings from the firm's document templates with merge fields filled in.

See Documents & Templates.

4. Important dates

Under Important dates on each matter, record hearings, filing deadlines, and statute of limitations. These feed the calendar and the reminder system.

For matters where your firm has configured deadline rules, filing one event can automatically schedule a chain of related deadlines.

5. Activities

The Activities tab is a simple log — use it to record things that happen on a matter ("Filed response with registry", "Served opposing counsel").

6. Tasks

Complete tasks assigned to you, comment on them if you have questions, and mark them done when finished.

7. Evidence & trial

For litigation matters, you may also maintain the Evidence tab (exhibits, witness lists) and fill in the Trial tab with outcome details.

Things to do carefully

Deadlines — always double-check important dates. If your firm uses deadline rules, one mistake can cascade.
Statute of limitations — flagged to supervisors, never let one slip. If you notice a matter is approaching its statute date, tell the supervising lawyer immediately.
Document versions — never overwrite a document locally; always upload a new version so the history is preserved.