Single matter view · nothing relies on memory

Matter view

Every live matter, its deadline, next action and compliance risk — in one place.

Matter	Area	Next action	Deadline	Risk	Status

Captured as work happens · not from memory

Billable time

Chargeable activity captured automatically and turned into reviewable time entries.

AI-captured Time entries awaiting approval

Activity	Matter	Duration	Value	Status

AI drafts · fee-earner reviews & finalises

AI attendance notes

Meetings captured and turned into a structured attendance note and first-draft witness statement.

Prompts when a matter is due an update

Client updates

Matters flagged for an update, with a draft ready to review and send.

The engine behind the review screens

How it runs

Each screen is a review surface. Here is what fills it — automatically — inside your own secure cloud.

Connected sources

All connected

AI runs on Azure OpenAI in a UK region with training disabled — client data never leaves your tenant or trains a model. Legal professional privilege preserved.

Live capture feed

Raw signals → drafts

Compliance & settings

Onboarding gating and the risk rules that keep every matter Lexcel- and SRA-aligned.

Onboarding gating

Require KYC · AML · ID before case referenceNo matter number is issued until checks pass.

Auto-trigger enhanced due diligenceForeign-element or high-value matters escalate to red.

Deadline remindersPrompt fee earners as court dates and filings approach.

Traffic-light risk rules

Green — on track, checks complete, no deadline within 7 days

Amber — deadline within 7 days or an action overdue

Red — missed deadline, compliance gap, or foreign-element file pending EDD

Built and hosted in your own secure cloud account. You own the data; IMPACKTA maintains the workflows.