Resources

Start with the workflow your firm needs to fix.

Matterfold resources explain the shipped product, its controls and its boundaries. They are product guides, not general legal advice.

Front Office

Call-to-Lead Tools

See how caller matching, call history, lead alerts and callback appointments share one record.

Intake

Follow the controlled path through qualification, conflicts, case review and matter opening.

Document Review

Review the source-citation, staff-confirmation and safe-writeback model.

Matter Operations

Explore the worklist, case steps, records, insurance, litigation and case mail.

Risk Controls

Understand how deadline dates are computed and verified, and the two-ledger model.

Closing

See how demand, authority, liens, settlement and dual approval remain on the record.