1.Overview
The matter is the central organizing concept in Sque. Each matter consolidates all information related to a specific legal matter or transaction, eliminating the fragmented information storage that characterizes traditional legal practice.
Rather than scattering case information across email inboxes, shared drives, billing systems, and calendar tools, Sque brings everything together in a single matter workspace where your team can access clients, documents, communications, tasks, deadlines, and billing in real time.
2.What a Matter Contains
Client and Matter Information
Primary client contacts, billing arrangements, adverse parties, regulatory authority contacts, and key deadlines and milestones.
Documents and Evidence
A matter-specific document briefcase with classification, version control, access logs, and client-visible vs. attorney-only designation.
Timeline and Events
A chronological record of court dates, filing deadlines, contract milestones, and internal workflow events with automated reminders.
Tasks and Collaboration
Assigned tasks with deadlines, internal comments, secure messaging, and linked email communications filed from Email Intelligence.
Time and Billing
Time entries captured automatically from Background Billables™ or entered manually, with billable classification and profitability analysis.
Analytics and Metrics
Matter profitability, team utilization, timeline adherence, deadline compliance, and cost analysis vs. budget projections.
3.Matter Management Guides
Effective matter management spans three core areas. Explore the guides below for detailed instructions on each:
- Matter Lifecycle Management and Structure — Creating, configuring, and administering matters with proper access controls and information architecture.
- Document and Evidence Organization Within Matters — Filing, classifying, versioning, and organizing documents and evidence at the matter level.
- Matter Timeline and Deadline Administration — Building timelines, tracking deadlines, and managing proactive notifications and escalation.
Frequently asked questions
A matter is the central container for all information related to a specific legal engagement or transaction—clients, documents, emails, tasks, deadlines, time entries, and team collaboration. Every piece of case-related work is organized within a matter.
Access is controlled through team member assignment and permission levels (view, edit, approve, delete). Administrators assign attorneys and staff to matters with role-specific permissions. Client portal and external counsel access can be configured separately.
Documents can be filed automatically via Email Intelligence, uploaded manually to the matter briefcase, bulk-imported from legacy systems, or attached from connected cloud storage such as Google Drive, Dropbox, or OneDrive.
Deadlines can be extracted automatically from documents by Ask Sque, entered manually, or imported from integrated court docket systems. Sque sends customizable reminders, escalates approaching deadlines to matter partners, and syncs events to your calendar.