Legal matter management software
Complex matters... simple management
Create matter types that reflect how your firm actually works. Each matter can include tailored templates, so every new file starts with the right tasks and structure, enabling faster setup, stronger compliance and fewer missed actions.
Matters in minutes
Matter templates allow you to predefine everything that should happen when a matter is opened, including:
- Standard tasks
- Checklists and milestones
- Relative due dates
- Document folder structures
- Key roles and responsibilities
By creating a consistent framework for every matter, Tessaract helps firms reduce setup time, improve compliance and ensure important steps are never missed. Fee earners can start work immediately with the right tasks, deadlines and documentation already in place, while management benefits from greater consistency and visibility across the firm.
Workflows that work the way you do
Create sequences of actions such as:
- Sending emails
- Creating or updating tasks
- Generating documents
- Triggering follow up activities
Workflows can be applied at client or matter level and invoked at any point. They can evolve as your processes evolve too.
See the whole picture with a clear timeline
Tessaract’s Matter Timeline gives a clear view of milestones, tasks and checklists without forcing a rigid sequence. You can add new tasks or update milestones at any stage, keeping work moving as priorities change.
Everything related, right where you need it
See time, expenses, billing and financials in one place without switching screens. Track WIP, client balances and account movements at a glance.
With Tessaract’s Outlook add-in, all emails and documents are linked to the matter and easy to find, so nothing is lost or disconnected.
Clarity of ownership
Every matter can clearly define:
- Partner in charge
- Lawyer in charge
- Primary fee earner
- Secondary fee earner
Roles can be updated after the matter is opened, reflecting how work is reassigned in practice. You can also control which fields are editable, making key information read only where required.
Ready to streamline your matters?
See how Tessaract helps law firms create consistent matter processes, automate routine tasks and give teams complete visibility from instruction to completion.
Want to automate more of your operations?
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