Every client job, from first enquiry to final invoice, in one record.
Whether your firm calls it a matter, an engagement or a project, it is the spine of the ERP. The checks, the team, the rates, the tasks, the documents and the money all hang off the same record, so nobody re-keys anything downstream.
- Module
- CW-01
- Used by
- Partners, managers, staff
- Feeds
- Timesheets, billing, reports, Wisp
- Package
- Practice, Enterprise Suite
What Matters & Engagements does.
Client intake
Public intake forms collect enquiries straight into the firm, ready to be checked and converted into a client and a new piece of work.
Conflict checks
Search parties before work opens, with reviewer roles the firm configures. The result stays on the record as an audit trail.
Teams
Assign partners, managers and staff to each job. Access, approvals and reporting follow the team.
Rate cards
Set rates per client, per job or per level. Time recorded against the job prices itself automatically.
Task templates and recurring deadlines
Tasks with subtasks, dependencies, checklists, recurrences and boards. Apply a template to a new job and the whole workplan appears.
Shared calendar
Deadlines, meetings and filings on one calendar, linked to the job they belong to.
Ask for it. Review it. Done.
Wisp works here through the same layer as the screens, with your permissions and the firm’s approval rules. How Wisp works.
- “Open an engagement for Acme Infra, staff Priya and Rahul, and apply the 2026 rates.”Engagements · Team · Rates
- “Re-run the conflict check on the Acme parties.”Conflict check
- “Apply our quarterly compliance template to all retainer clients.”Tasks · bulk
- “What is due for my clients this week?”Calendar · answer
Same data, one step away.
Firms that rely on it most.
Law firms
Litigation, corporate and IP practices: matters, hearings, rates and costs in one place.
See howCA & tax practices
Hundreds of clients, recurring deadlines, fees billed on time.
See howCompany secretaries
Statutory calendars per company, board paperwork, retainer billing.
See howConsulting firms
Projects, utilisation, expenses on the road and fixed-fee or time-based billing.
See howArchitecture & engineering
Stage-wise projects, site teams, consultants and suppliers, fees by stage.
See howAgencies & studios
Retainers and projects, freelancers, approvals and margin per client.
See howMatters & Engagements: common questions.
Does Firmlytics work for engagements and projects, not just legal matters?
Yes. The same record holds any client job: a legal matter, an audit or tax engagement, a consulting project or a design commission, with its team, rates, tasks and documents.
Can recurring compliance work be scheduled per client?
Yes. Tasks support recurrences and templates, so monthly, quarterly and annual work is created automatically for each client.
Do rate cards apply automatically to time entries?
Yes. Rates can be set per client, per job or per level, and time recorded against the job is priced from the applicable rate card.
See your firm run on one system.
A 45-minute walkthrough on your own workflows: one client job, from intake and conflict check to invoice, ledger and GST return.