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Different systems, different jobs.

Most firms already run several tools across a matter. These pages describe what each category is built for, so you can see which part of the factual work is currently nobody’s job.

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Where the factual work sits

Illustrative

AFTER THE RETAINERTHE FACTUAL RECORDSTILL OPENClient statementText messagesPolice reportMedical recordWitness statementCollision on I-10Therapy beginsWage loss unsupported
  • After the retainer
  • Before the drafting
  • Attorney reviewed
By category

Four comparisons.

Written as statements of scope. None of these categories is a competitor to the others in the sense that matters here: firms usually need more than one.

Lead intake

Intake and qualification software

Built to capture an enquiry and convert it. Its job largely finishes where the factual record has to begin.

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Case management

Case and practice management

Runs the matter: time, billing, deadlines, documents. It holds the file rather than the structure of the facts inside it.

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Document systems

Document management and storage

Finds a document. A separate question is which fact that document supports, and which facts have nothing behind them.

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Manual

Spreadsheets and word processor timelines

What most firms actually use for a chronology today. Flexible, universally understood, and unable to tell you what is missing.

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Scope, not ranking

These pages do not rank products or claim any category is worse. Products within a category vary widely, and a firm running a good case management system and a good document system may still be assembling chronologies by hand.

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Where this leads next.

Test the workflow on a representative matter.

Start with a synthetic or fully redacted matter. An initial evaluation does not require live client data.

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