MATTERS AND CONFLICTS
The matter is the unit of work.
Not a folder. A matter, with a client, a reference, a responsible partner, a practice area and a jurisdiction: and every chat, run, document and credit spent attached to it.
Client
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
A matter's facts strip, timeline and the conflict check that ran on open.
8
facts on every matter: client, reference, partner, practice area, jurisdiction, dates, counterparties, status.
1
automatic conflict check, every time a matter is opened.
3
access roles that decide who sees what: owner, admin, member.
The facts a partner asks for in ten seconds
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 workClient
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
The facts strip and timeline on a matter page.
A conflict check when you open it
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 statementClient
Calder & Finch LLP
Reference
CF-2026-0184
Practice area
Employment
Jurisdiction
England and Wales
Responsible partner
R. Okafor
Status
Open
Conflict check on open: clear across 214 matters searched.
Clear- Matter opened: conflict check run automatically.
- Documents added: employment contract, board minutes.
- Contract Agent run completed: 6 action items, 14 authorities.
A clear conflict check result, and a restricted one, redacted per reader.
Close, archive, export
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| Date | Event | Matter | Actor | Result |
|---|---|---|---|---|
| 02 Sep | Run completed | CF-2026-0184 | R. Okafor | Verified |
| 02 Sep | Client share created | CF-2026-0184 | R. Okafor | Verified |
| 01 Sep | Conflict check | CF-2026-0190 | System | Needs a check |
A matter export scoped to one client's file.
How it works
- 01
Open the matter
Client, reference, partner, practice area, jurisdiction, key dates.
- 02
Conflict check runs
A name match across your matters, parties and documents, automatically.
- 03
Add documents and work
Every chat, run and document attaches to this matter, not a folder.
- 04
Close and export
Archive it, and export the register scoped to this one file.
What it does not do
- This is a conflict check, not an information barrier. Restricted matters and per-reader redaction exist; ethical walls as a configurable feature do not.
- Members see the matters they are on, plus anything shared firm-wide; owners and admins see everything in the firm.
- Nothing leaves the firm unless someone deliberately creates a share link, and any link can be revoked.
Questions this page provokes
Open a matter and put one contract in it.
Free gives you two seats and 500 welcome credits: enough to open a matter and get a run back.