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Case & Matter Management

Legal Case Management Software for South African Law Firms

Organise legal matters, custom procedural stages, fee-earner responsibilities, timelines, budgets, and client context from one structured operational workspace.

Matter-Centred Operations Custom Phase Lifecycles Fee-Earner Allocation Closed-Matter Archival
Core Capabilities

Everything your matters require in one connected record.

Manage legal work through structured phases without losing files, deadlines, client context, or billing history across separate tools.

Matter Lifecycle & Procedural Stages

Track matter lifecycles through custom stages—from initial intake and pleadings to discovery, trial preparation, and settlement.

  • Custom procedural phases for litigation, commercial, and conveyancing
  • Automated status transitions with required validation gates
  • Visual pipeline views across all active firm matters
  • Structured milestone checklists per practice group

Fee-Earner & Team Role Assignment

Designate lead attorneys, responsible associates, paralegals, and billing partners with clear accountability across every active case.

  • Granular role allocation per matter (Lead, Associate, Paralegal)
  • Team capacity views and workload balance tracking
  • Controlled delegation of procedural tasks and document reviews
  • Role-aware record access permissions

Matter Budgets & WIP Financial Tracking

Set financial fee caps, monitor work-in-progress (WIP) in real time, and compare recorded time against agreed client fee estimates.

  • Financial budget caps with automated threshold alerts
  • Real-time WIP aggregation from recorded fee-earner time
  • Detailed fee estimates vs actual billed amounts
  • Direct linkage to draft invoicing workflows

Unified Chronological Activity Feeds

Maintain a single chronological timeline of matter events, document operations, client updates, and internal attorney notes.

  • Unified timeline combining tasks, notes, files, and milestones
  • Timestamped notes with fee-earner attribution
  • Filterable activity streams for quick partner review
  • Preserved history across the complete matter lifecycle

Closed-Matter Governance & Archival

Safely close settled matters with structured closeout procedures, document archival, and configurable data retention schedules.

  • Structured closeout checklists ensuring zero pending balances
  • Preserved file custody and historical audit trails
  • Configurable retention policies for legal practice governance
  • Instant search across historical and archived matters

Cross-Matter Search & Discovery

Instantly search across open and archived matters by case number, client name, opposing party, court division, or keyword.

  • Fast indexed search across matter titles, parties, and references
  • Faceted filters by practice group, lead attorney, and status
  • Authorised discovery respecting firm role boundaries
  • Saved views for custom practice management reports
Matter Lifecycle

From initial intake to closed-matter preservation.

Standardise how matters move through your firm with defined operating stages.

01

Intake & Screening

Capture client details, screen for ethical conflicts, and generate the master matter record.

02

Team & Budget Setup

Assign lead attorneys, define fee-earner roles, and configure matter financial budget targets.

03

Active Matter Execution

Coordinate procedural tasks, court appearances, document drafting, and client updates.

04

Resolution & Archival

Finalise draft billing, reconcile trust balances, and preserve matter records in the archive.

Operational Architecture

Built around the matter—not scattered across disconnected apps.

Discover how Lexuno's matter-centric model brings order, clarity, and control to law practice operations.

Matter-Centric Context

Appointments, tasks, files, notes, and billing always remain attached to the specific matter they belong to.

Firm-Scoped Boundaries

Your firm's operational records remain strictly separated within your workspace with role-based access control.

Supported Audit Records

Sensitive actions, status transitions, and role assignments produce recorded audit entries for governance.

Grows With Your Practice

Start as a solo practitioner and scale seamlessly into a multi-partner, multi-branch legal practice.

Connected Workspace

Explore related practice solutions.

Lexuno connects every part of your practice so information moves naturally without duplicate data entry.

Case & Matter Management FAQ

Frequently Asked Questions

Frequently asked questions about case & matter management, operational workflows, and security.

What makes Lexuno different from generic project management tools?

Lexuno is engineered specifically for South African legal practice, linking court dates, fee-earner roles, trust accounts, and privileged files directly to the matter record.

Can we customise matter stages for different legal practice areas?

Yes. Lexuno supports tailored procedural phases for litigation, conveyancing, commercial transactions, family law, and estate administration.

How does team assignment work on complex litigation matters?

You can assign lead attorneys, responsible associates, paralegals, and billing partners with clear role permissions and daily capacity tracking.

What happens when a matter is settled or closed?

Closed matters move into a secure archive with preserved chronological notes, documents, and billing history in accordance with your firm retention schedules.

Can we track financial budgets and fee estimates against actual billable time per matter?

Yes. Lexuno allows firms to set matter-level fee estimates and monitor real-time WIP and disbursements to prevent billing surprises.

Ready to organise your firm's case workflows?

Explore Lexuno case management software with our launch access trial designed for South African legal practices.