Feature
Case Management
Keep every matter organized from intake to closure.
Track matters end-to-end with status, parties, deadlines, and ownership so the whole desk shares one coherent file.
Case Management
Keep every matter organized from intake to closure.
- Matter workspace with parties, stage, and deadlines
- Team assignment and handoff-ready context
- One timeline instead of chasing updates
The challenge
Case status often lives in chats, spreadsheets, and personal folders. Partners cannot see what is active, and associates inherit incomplete files when someone is in court or on leave.
Why you need this
- Your practice runs on matters — not on scattered notes. Without a shared case file, every handoff creates risk and delay.
- When hearings stack up, you need instant clarity: who owns the matter, what stage it is in, what is due next, and what already happened.
- Case management is the foundation that makes hearings, documents, tasks, and client updates useful — because they all attach to the same matter.
Who it helps
- Partners who need visibility across the desk
- Associates who inherit files mid-matter
- Firms replacing Excel + WhatsApp as the case system
How Joshira helps
Joshira gives every matter a dedicated workspace. Parties, stage, deadlines, documents, hearings, and tasks sit together so you never open five tools to understand one case.
As work moves from intake to hearing prep to closure, the same file stays current. Juniors pick up context faster. Seniors see ownership and progress without chasing status updates.
Instead of rebuilding the story of a matter every Monday morning, the timeline already holds it. That is how a growing desk stays coherent.
How teams use it
New matter intake
Open a case, capture parties and court details, assign ownership, and start the file before the first listing arrives.
Hearing-week readiness
Open the matter and see deadlines, linked hearings, documents, and open tasks in one place before court.
Junior handoff
Pass a live matter to an associate with stage, parties, and history already attached — not a half-written chat summary.
Partner review
Scan active matters by status and ownership to spot stuck work without assembling a weekly spreadsheet.
How it works
- 1
Open the matter
Create or select a case and capture parties, court details, and current stage.
- 2
Add the work that belongs to it
Link hearings, documents, tasks, and communications so everything stays on the file.
- 3
Follow progress
Use status, ownership, and timeline history to see what moved and what is still open.
What you can do
- Create and organize matters with parties and stage
- Assign ownership across the team
- Track deadlines against the case
- Keep a coherent matter timeline for handoffs
- Connect related hearings, documents, and tasks
Key benefits
- Matter workspace with parties, stage, and deadlines
- Team assignment and handoff-ready context
- One timeline instead of chasing updates
- Clear visibility for partners and associates
The result
The firm stops reconstructing each case from memory. Every matter has one shared home — from intake through closure.