Gaps become assigned follow-up work.
A missing affidavit is not a note in someone’s inbox. It is a task with an owner, a due date, and a pointer back to the exact event that needs it.
What the record surfaces
Illustrative
- Timeline
- Evidence
- Conflicts
- Tasks
Every task knows why it exists.
Task lists decay when nobody remembers why an item was added. MatterGraph keeps each task linked to the event, document, or question that generated it, so its purpose survives staff turnover and long matters.
That link runs both ways: completing a task closes the gap on the timeline, and the evidence checklist updates without anyone reconciling two systems by hand.
- An evidence gap requests the document that would close it
- A contradiction flag requests the clarification that would resolve it
- A follow-up question becomes a task when it needs chasing
- A paralegal can add work manually, tracked the same way
Representative tasks
- Ask whether brother can provide a statementEvidence gap · system suggested
- Clarify date of incident with clientReview flag · system suggested
- Confirm whether translation is neededDocument review · system suggested
- Verify loan document against accountManual · added by paralegal
Including the state most boards forget.
Legal work stalls on other people. The board distinguishes between work you owe and work you are owed.
todo
Ready to be picked up.
in_progress
Actively being worked.
waiting_on_client
Blocked pending something only the client can provide.
waiting_on_firm
Blocked pending an internal review or decision.
completed
Done, with the resulting record linked.
blocked
Cannot proceed, with the reason recorded rather than implied.
A paralegal does not work one case at a time.
One board, every matter
Work is grouped by what needs doing rather than by which file it belongs to, with the case shown on each row.
Priority that reflects the case
Firm-set priorities and due dates distinguish urgent review from routine collection work.
Visible to the attorney
Attorneys can see what is outstanding on a matter without asking for a status update.
Where this leads next.
- Evidence trackingLink documents to the facts they supportRead on
- For paralegalsStructured intake instead of a forwarded email thread, with a follow-up list generated from the actual gaps in the matter rather than kept by hand.Read on
- Law firm intake checklistBuild an attorney-ready factual handoffRead on
Test the workflow on a representative matter.
Start with a synthetic or fully redacted matter. An initial evaluation does not require live client data.