The challenge
Portfolio work is date work. The legal judgement is occasional; the administration is relentless, and it is usually held in a spreadsheet that exactly one person understands and maintains.
A spreadsheet does not remind anyone. It waits to be opened. Every window it protects is protected only by the habit of the person who opens it.
The system
- 01
One matter per mark
Each mark is a matter with a client, an owner and a practice area, so its dates have somewhere to belong.
Case Management → - 02
Dates that reach a person
Windows and renewal dates sit on the firm-wide list with stale entries flagged, rather than in a column waiting for someone to open it. Linking a date to a specific mark's record is in build.
Hearings & Calendar → - 03
Evidence filed where it is needed
Certificates, filings and correspondence sit in the vault against the mark, with version history.
Document Vault → - 04
The client can see the portfolio
Status across the client's marks is readable in their portal, so a review meeting starts from the current picture.
Client Case Portal →
What changes
- A date has an owner, not a column
- Portfolio status is produced by reading, not by assembling
- The practice no longer depends on one person's spreadsheet discipline
- Client reviews start from what is true today
