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Matter management for small law firms

Your matters.
In good order.

Know who owns the work, what the client still needs to send, and which date comes next. Woodhouse brings the day-to-day detail of your matters together.

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For the team
A shared working record.

For the client
Clear document requests.

For your inbox
Email filing, not more chat.

Inside WoodhouseMatter workspace
The actual Woodhouse matter workspace, with the owner, client, status and matter sections visible.
Greenbank HQ lease renewal · Sample matter
Matter recordsDocumentsTasks & key datesEmail filingClient portal

The firm’s working view

Open the matter.
Have the context.

A handover should not mean piecing together an inbox, a shared drive and someone else’s to-do list. Give the team a record they can pick up and work from.

The matter registerSample workspace
The real Woodhouse matter register, showing matter references, clients, owners and statuses with fictional demo records.
Actual product screens. Fictional demo records.

See where the work stands

A shared matter register with a named owner, current status and the people involved. Open a file without asking who last worked on it.

Keep the next step visible

Assign tasks, record key dates and see outstanding work across the firm. The detail stays attached to its matter.

Find the context beside the documents

Client records, files, notes and correspondence belong together. Pick up a matter with its history in front of you.

Correspondence, on the record

Keep your inbox.
File the email.

You do not need another place to have a conversation. Use your normal email account, and put the correspondence on the matter when it belongs there.

BCC / Forward tomatter-…@inbound.woodhouse.legalA separate address for every matter
  1. 01

    Write your email

    Send and reply from the inbox you already use.

  2. 02

    BCC the matter

    Each matter has its own filing address. Copy it into BCC, or forward a thread to it.

  3. 03

    Keep the record

    The email and its attachments arrive on the matter, ready for the team to read and download.

A simpler client handover

Ask for the document.
Know when it arrives.

Send a specific request with instructions and a due date. Your client gets an email, opens their portal and uploads the file. The request is marked fulfilled and your team is notified.

  • Invite clients to the matters they are working on.
  • Choose which documents to show in the portal.
  • Track requested, received and outstanding files.
  • Keep ordinary conversation in email.
Client portal · invited accessGreenbank Holdings
Woodhouse client portal showing requested uploads and shared documents for a matter.
The client view · Fictional demo records

Before you start

A few useful answers.

Read the access overview
Who is Woodhouse for?

Small law firms and independent practices that need a shared record of matters, documents, tasks and key dates. It is focused on day-to-day matter work, not running every part of a legal business.

Does the client portal replace email?

No. Conversation stays in your normal inbox. The portal gives clients somewhere to see document requests, upload files and review the information your team has shared.

How does email filing work?

Every matter has a generated address. BCC it when sending an email, or forward an existing thread from your registered staff email address. Woodhouse retains the message, original email and attachments on the matter.

Are billing, calendar sync and signatures included?

Not yet. Woodhouse currently covers matter and contact records, documents, client requests, tasks, manually recorded key dates, notes and email filing. Time recording, billing, external calendar sync and e-signatures are separate future work.

Woodhouse

Start with your next matter.

Bring the people, documents and next steps into one working record.

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