Single matter view · nothing relies on memory

Matter view

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

MatterAreaNext actionDeadlineRiskStatus
One "Proceed" click · the rest runs itself

Client onboarding

From a new instruction to an open matter — engagement letter, ID, AML and searches handled in the background. Fee earners only step in when a decision is needed.

Onboarding pipeline

Enquiry → open matter, hands-off

Human gate New instructions — start onboarding

Live onboardings

Running now · click to open
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

ActivityMatterDurationValueStatus
Office phones linked · inbound & outbound

Call log

Every office call, ready to link to a matter in one tap. Calls not put on a file are tracked — so nothing chargeable slips, and wasted calls show up.

Recent calls

Auto-captured from the phone system
CallFee earnerDurationMatter / status

Unallocated calls — by fee earner

Private / not billable

Calls on a firm phone dismissed as private. Dismissing a call logs it here in real time — useful for spotting wasted call time, and people move personal calls to their mobiles once this is visible.

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 — on secure infrastructure IMPACKTA operates.

Connected sources

All connected

AI runs on Azure OpenAI in a UK region with training disabled — client data is processed on secure UK infrastructure and is never used to train 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 on secure infrastructure IMPACKTA operates and maintains. You own your data and outputs; IMPACKTA maintains the workflows.

Done