Not a folder. A matter, with a client, a reference, a responsible partner, a practice area and its own jurisdiction: and every chat, run, document and credit spent attached to it.
Matters and conflicts
No credit card required
Buy-side warranty review, disclosure analysis and cited due-diligence grid.
Chat, on this matter
Compare warranties with the disclosure letter.
Three high-priority exceptions require action: the unregistered charge, the change-of-control right and the tribunal claim.
Disclosure exceptions matrix
Chat
Disclosure exceptions matrix
Run · completed · 560 credits
Project Halcyon: Disclosure Letter
Document · indexed
Project Halcyon: Share Purchase Agreement
Document · indexed
Matter opened
Opened
01
Client, matter reference, responsible partner, practice area, jurisdiction, key dates, counterparties, status. They sit across the top of the matter, so anyone picking up the file knows whose it is, who supervises it and what is coming.
See how agents work
02
Opening a matter runs a name match across your other matters, their parties and their documents. Where a possible conflict sits in a matter the reader is not on, the product does not show them the file: it names the partner to ask and redacts the rest. This is a conflict check with restricted-matter redaction, not an ethical wall.
Read the security statement
03
Closing a matter is a real action. Export the same register the audit page produces, scoped to one matter: runs, verification outcomes, share links, documents and members, so the file you keep matches the file you worked in.
Read the governance page
Client, reference, partner, practice area, jurisdiction, key dates.
A name match across your matters, parties and documents, automatically.
Every chat, run and document attaches to this matter, not a folder.
Archive it, and export the register scoped to this one file.
Free gives you two seats and 500 welcome credits: enough to open a matter and get a run back.
