Practical guides for organizing the facts.
Working methods for turning a client account into something a legal team can review. Each one is usable on its own, with no MatterGraph account required.
What a prepared record contains
Illustrative
Start with the one that matches your role.
Choose a full intake workflow, a focused interview-to-summary method, a reusable template, or a preparation guide for someone meeting a lawyer.
The method matters more than the tool.
Every guide here describes work that can be done in a document or a spreadsheet. That is deliberate. A firm that has never written down its intake handoff will not fix it by buying software, and a person preparing for a first consultation does not need an account to arrive organized.
MatterGraph automates parts of this once a firm decides the method is right. The method comes first.
- Usable without any product or account
- Written for a specific reader, not for search engines
- Grounded in the same structure the product uses
What the guides cover
- Building a dated chronology from an account given out of order
- Recording how certain a date actually is
- Naming the people involved and their role in each event
- Tracking which supporting records exist and which do not
- Writing down open questions instead of carrying them
Not legal advice
These guides describe how to organize information. They do not tell you whether you have a claim, which legal theory applies, or what any fact means. That judgement belongs to a lawyer who has reviewed your situation.
Test the workflow on a representative matter.
Start with a synthetic or fully redacted matter. An initial evaluation does not require live client data.