Case operations
Start every morning with the work that matters.
Matterfold turns the entire PI file into one operational command center, so records, dates, money and client work do not disappear between teams.
Daily command center
Every priority, matter and risk in one view.
The worklist brings together the work the firm owes today rather than making staff inspect every file to discover it.
Worklist
Everything the firm owes someone today.
My tasks
24
6 overdue
Records requests
11
4 escalated
Deadlines
7
2 court dates
Case costs
$86,230
12 outstanding
Priority queue
Ranked from deadlines, records, opening items, case steps and cost exposure.
Tasks due today
- Call back Michael Brown · Lead · auto collision9:00
- Review medical records · Johnson v. Davis10:30
- Draft demand letter · Williams v. City of LA13:00
- Reply to client text · Sarah Martinez15:30
Next deadlines
All dates- Smith v. JohnsonDemurrer dueMay 10
- Garcia v. NorthgateExpert disclosureMay 12
- Williams v. City of LAHearingMay 15
Activity
- Records received — Mercy General2m
- Filing fee logged, receipt attached1h
- Advance logged — Dr. E. Vance, $2,7502h
- Court date set — Garcia v. Northgate3h
The matter workspace
One file for every operational stage.
The modules are separate enough to control, but connected enough that information is never entered twice.
Daily worklist
Rank deadlines, opening items, new leads, records gaps, insurance follow-ups, case steps and cost exposure in one queue.
Case steps and opening items
The firm's case rules build each matter's steps as events happen. Only an attorney or administrator can check off, skip or push back a critical step, and a skip or a later date needs a written reason.
Case mail
Enrolled Gmail mailboxes file case email and attachments to the right matter, with a queue for anything uncertain and every attachment scanned before anyone opens it.
Treatment, records and providers
Track authorisations, providers, requests, responses, medical bills and missing records as one operational supply chain.
Case Binder
Draft page-cited findings from records, bills, police reports, policies and lien notices for staff review, preserve the original proposal, and write only what staff approve.
Insurance and claims
Keep coverage, limits, adjusters and follow-up activity beside the rest of the matter rather than in a separate tracker.
Deadline controls
Surface limitation, government-claim and litigation dates with scheduled reviews, daily reminders and explicit verification by an attorney or administrator.
Advanced case costs
Record every firm advance with budgets, receipts and duplicate protection while keeping medical obligations separate.
Litigation and discovery
Connect filings, service, written discovery, depositions and experts to the deadline calendar and an append-only history.
Correspondence and delivery
Generate approved templates from matter data, route them through review and retain delivery evidence on the file.
See what tomorrow morning could look like.
We will show you how Matterfold would have captured the work, surfaced the risk and carried the record forward.