Partner / Senior Partner

Typical role assignment: staff, partner (or senior_partner), plus matter_supervisor or matter_manager

As a Partner you run the matters you're responsible for, supervise the associates and clerks working on them, and approve invoices before they go out. The partner label is informational; your actual ability to work on matters comes from the module role (matter_supervisor or matter_manager) paired with it. See Roles model.

Your day

Morning: triage

  1. Dashboard for today's overview.
  2. Notifications — /notifications — anything assigned to you overnight.
  3. My tasks — check tasks due today.
  4. Calendar — court dates, meetings, deadlines.
  5. Statute alerts under Matters — any matter approaching a statute deadline.

Working on matters

Open Matters, filter by team or client, and dive into any matter. Each matter has its own tabbed workspace:

  • Overview — summary, status, team, client, budget
  • Briefs — case submissions and arguments
  • Activities — chronological log
  • Tasks — assign work to your team
  • Time entries — your team's logged time against the matter
  • Expenses — disbursements
  • Documents — organised files with versioning
  • Important dates — hearings, deadlines
  • Evidence, Trial, Team, Timeline

As a supervisor you can create and update everything on a matter. As a manager you can also delete.

Supervising associates and clerks

  • Assign tasks to your team directly from a matter's Tasks tab.
  • Review time entries before they're pulled into an invoice.
  • Comment on tasks to give direction without leaving the app.

Approving invoices

Invoices drafted by associates are submitted for your review. Open Billing, filter PARTNER_REVIEW, and:

  • Approve — moves to APPROVED, ready to send.
  • Reject — goes back to DRAFT with your notes.
  • Send — delivers to the client.

See the full flow in Billing lifecycle.

Opening a new matter

  1. Run a conflict check (Matters → Conflict check) against the opposing party.
  2. If clear, go to Matters → New.
  3. Pick the client (or create one), fill in the matter details, set the team and budget.
  4. Add important dates, including any statute of limitations.
  5. Open.

Your key modules