Case Study · Legal
Practice & Case Management System for H. G. Njeri & Company Advocates
Client intake, matter records and billing brought into one controlled system.
Client
H. G. Njeri & Company Advocates
Sector
Legal practice
Scope
Practice management, billing, document control
Status
Live, under active support
The problem
The firm managed matters in physical files supported by ad-hoc spreadsheets. Finding the current status of a matter meant finding the person handling it, and billable work was reconstructed from diaries at the end of the month.
Client documents lived in shared folders with no record of who had opened what — a real risk for a practice handling confidential instructions.
Matter status held in individuals’ heads
Billable work reconstructed from diaries
No access trail on client documents
What we built
We built a practice management system organised around the matter: client, instructions, key dates, correspondence, documents and time recorded in one place, with role-based access so only the people on a matter can open its file.
Client & matter records
One record per matter carrying the client, instructions, status and key dates.
Time recording
Billable time captured as work happens rather than reconstructed at month end.
Billing
Fee notes and disbursements generated from recorded time, with payment status tracked.
Document control
Documents attached to the matter with role-based access and an access trail.
Key date reminders
Filing deadlines and hearing dates surfaced ahead of time.
Reporting
Matter load, billing and realisation reporting for the partners.
Outcome
Faster
Client intake and matter setup
Accurate
Billing from recorded time
Controlled
Access to case files
Tracked
Filing and hearing dates
Capabilities delivered
Running this on paper?
We can walk through how you work today and show you what the same operation looks like in one system.