Playbook · Matters

Building a simple matter management system.

Most small firms either over-buy practice management software or run on heroic memory. The middle path — a deliberate, non-software matter system — works for firms up to about 80 active matters. Three weeks of process work; cost is zero.

7 min readUpdated April 2026Members only
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We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →