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- Legal Practice Management
- Data model
The tables behind Legal Practice Management
Legal Practice Management ships with 14 tables, grouped here by the feature that uses them. Every record your team works with lives in one of them, and you can add fields and tables in Proto.
- Tables
- 14
- Features
- 6, plus shared settings
- Change it
- Add fields and tables in Proto
How the model is organised
Firm and people
Organizations, Clients, team members and Users identify the firm, client and assigned staff.
Prospective and active work
Matter intakes and Matters hold the request, lifecycle and owner.
Matter action
Conflict reviews, matter deadlines, matter events, legal documents and document productions hold decisions, dates and file history.
Review and evidence
Review decisions, operation receipts and record attachments preserve approvals, execution outcomes and supporting files.
Every table, by feature
- Clients
A client the firm represents, used to keep contact details and eligibility notes tied to their matters.
Linked to Organizations - Matter intakes
A request to open a new matter, used to screen and approve prospective work before it becomes active.
Linked to Matters, Organizations - Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Conflict reviews
A check for conflicts of interest on a matter, letting the team document the reviewer's decision.
Linked to Matters - Review decisions
A reviewer's approval or rejection on a matter change, keeping a clear record of who signed off and why.
Linked to Matters, Team members
- Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Matter intakes
A request to open a new matter, used to screen and approve prospective work before it becomes active.
Linked to Matters, Organizations - Matter events
A milestone or deadline tied to a matter, helping the team track what happened and what's due next.
Linked to Matters - Matter deadlines
A deadline the firm must meet on a matter, helping the team stay on top of court and filing dates.
Linked to Matters, Team members - Operation receipts
A log of an action taken on a matter, giving the team a record of what happened and whether it succeeded.
Linked to Matters - Review decisions
A reviewer's approval or rejection on a matter change, keeping a clear record of who signed off and why.
Linked to Matters, Team members
- Conflict reviews
A check for conflicts of interest on a matter, letting the team document the reviewer's decision.
Linked to Matters - Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Matter intakes
A request to open a new matter, used to screen and approve prospective work before it becomes active.
Linked to Matters, Organizations - Operation receipts
A log of an action taken on a matter, giving the team a record of what happened and whether it succeeded.
Linked to Matters - Matter events
A milestone or deadline tied to a matter, helping the team track what happened and what's due next.
Linked to Matters - Clients
A client the firm represents, used to keep contact details and eligibility notes tied to their matters.
Linked to Organizations
- Matter deadlines
A deadline the firm must meet on a matter, helping the team stay on top of court and filing dates.
Linked to Matters, Team members - Matter events
A milestone or deadline tied to a matter, helping the team track what happened and what's due next.
Linked to Matters - Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Team members
A person on the firm's staff, used to track their role and assign them to matters and tasks.
Linked to Organizations, Users - Operation receipts
A log of an action taken on a matter, giving the team a record of what happened and whether it succeeded.
Linked to Matters
- Legal documents
A legal document tied to a matter, letting the team track its privilege status and who approved it.
Linked to Matters - Document productions
A record of a document handed over to another party, used to track what was shared and with whom.
Linked to Matters, Legal documents - Record attachments
A file or evidence item attached to a matter, letting the team keep documents and proof together in one place.
Linked to Matters, Team members - Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Review decisions
A reviewer's approval or rejection on a matter change, keeping a clear record of who signed off and why.
Linked to Matters, Team members
- Review decisions
A reviewer's approval or rejection on a matter change, keeping a clear record of who signed off and why.
Linked to Matters, Team members - Operation receipts
A log of an action taken on a matter, giving the team a record of what happened and whether it succeeded.
Linked to Matters - Matter events
A milestone or deadline tied to a matter, helping the team track what happened and what's due next.
Linked to Matters - Record attachments
A file or evidence item attached to a matter, letting the team keep documents and proof together in one place.
Linked to Matters, Team members - Matters
A legal matter the firm is handling for a client, tracking its status, fee, and key dates from open to close.
Linked to Organizations, Team members, Clients - Team members
A person on the firm's staff, used to track their role and assign them to matters and tasks.
Linked to Organizations, Users
Keys and references
Matters is the central transaction record. Matter intakes.Parent, matter events.Parent, operation receipts.Parent, record attachments.Parent and review decisions.Parent reference it. Conflict reviews.Matter, matter deadlines.Matter, legal documents.Matter and document productions.Matter also reference Matters. Document productions.Document identifies the legal documents record disclosed. Matters.Owner and matter deadlines.Owner reference team members; team members.User references Users. The organization references keep client, team, intake and matter context aligned.
Migration order
- Set up Organizations, Users and team members, including active people and time zones.
- Add Clients with organization and eligibility context.
- Import Matters and matter intakes with stable record numbers, owners and organization references.
- Bring across conflict reviews, matter deadlines, matter events and legal documents with their parent matter links.
- Bring across document productions, review decisions, operation receipts and record attachments with evidence references and files.
- Reconcile a sample matter from intake through the latest action before the team works live.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.