Getting started 0:37
Add a client. Open their first file.
Add a person, choose the client, check existing matters and create an organised case file in Remora Dockets.
Recordings use the local demo edition. The hosted trial lasts 60 days. Use the player’s CC button for English or French captions. Every step is also written below.
Follow along in your office
- 01
Add the person
Open Work, then People and Add a person. Enter their name and the contact information your office needs. Press Save.
- 02
Open a file
Open Work, then Files and New file. Search for the client you just saved and select their name. Give the file a clear title and enter any known matter details.
- 03
Check names and responsibilities
Add known parties and opposing counsel where relevant. Choose the responsible lawyer and press Run conflict check. Review the results.
- 04
Create and review
Press Create. The file now has its own reference. Hearings, documents, work and client updates can stay with the matter.
A conflict check helps you find existing records. Read any matches and make your own professional assessment before accepting a matter.