JuriOS Features Matter Management
Matter Management

Every client. Every matter.
Every document.

A complete matter management system that knows about your billing and your trust account. Conflict checks, deadline tracking, document storage, and custom workflows — all in one place.

Core capabilities
Conflict check

Search all clients, matters, and contacts in seconds. Flags conflicts before you open the file. Required before every new matter.

Deadline tracking

Limitation dates, court deadlines, closing conditions, and follow-ups. Reminders sent 30, 14, and 3 days before each deadline.

Document storage

Every document attached to its matter. Version history, search across all documents, and direct sharing through the client portal.

Custom matter types

Real estate, family, immigration, corporate, wills — or define your own. Custom fields, checklists, and intake questions per practice area.

The matter view

Everything about a matter
in one screen.

Open a matter and see the client, every document, every time entry, the trust balance, outstanding invoices, upcoming deadlines, and the conflict check — all on one screen. No switching between billing and matter management because they're the same system.

When you add a time entry from the matter view, it automatically links to the right client and matter code. When you receipt trust funds, the matter ledger updates in real time. There is no manual reconciliation between systems because there is only one system.

RE-2024-047 · Patel Closing Active
ClientPatel Family Trust
Practice areaReal Estate · Residential
Trust balance$312,200.00
Unbilled WIP$1,840.00
Documents14 files
Next deadlineNov 28 — Closing date
Conflict check✓ Clear · Nov 1

Every matter.
One place.

Full matter management from day one of your free trial. No credit card required.

No credit card
30-day free trial
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