CounselFlow

Intake, document tracking, and client communication for a multi-partner advisory firm.

Partners did not want another rigid practice-management suite. They needed something that matched their matter types, without forcing a methodology they do not use.

We defined three matter templates with the partners, then designed intake as a conversation with structure — not a 40-field form. Document requirements became checklists tied to matter stage, visible to both the firm and the client.

A matter workspace with structured intake, document checklists, and a client-facing status view — built on Next.js and PostgreSQL.

• Structured intake per matter type
• Document checklists with client upload
• Partner and associate workspaces
• Client status without email chasing
• Audit trail of who saw what, and when

• Next.js
• PostgreSQL
• TypeScript
• AWS

• Intake no longer depends on a partner remembering an email thread
• Clients can see what is outstanding without calling the office
• Documents sit on the matter, not in a folder named “final_v3”
• The firm can add a matter type without rebuilding the product

Interface frames — placeholders until production captures replace them.