The file is the firm. Keep it complete.

For firms billing expertise by the matter, the risk is not that work is forgotten — it is that the record of it lives in one person’s inbox. OVIOO keeps correspondence, documents, deadlines and fees on the case itself, where a colleague or a partner can pick it up.

OVIOO
Compose
#742615Halden & CoActive12 emails4 tasks6 documents
Emails
  • Adrián Soler09:41
    Delivery confirmation
  • Castellane SA08:52
    Proforma — Halden rollout
  • Ingrid HalvorsenYesterday
    Requirements — 2 changes
  • Castellane SAMon
    Delivery schedule received
Open thread →
Tasks
  • Confirm delivery windowDMToday
  • Resend requirements list to VantageDMToday
  • Signed contract from HaldenDMWaiting
  • Final payment reminderCOFri
Documents
Requirements_FINAL.xlsx
Sent to Vantage · 18 Aug 2026
Proforma_Castellane.pdf
Received 21 Aug 2026
Handover_742615.pdf
Created from template · 19 Aug 2026
Contacts
  • IHIngrid HalvorsenProject lead
  • ASAdrián SolerSupplier · delivery
  • CSCastellane SASubcontractor
Activity
Delivery schedule v3 sent · Mon 2 tasks added from Adrián’s email · 09:41

What changes in a practice

A matter that survives handover

Every message, document and decision sits on the case. Someone covering an absence, or taking over a client, reads the case rather than three years of somebody else’s mail.

Deadlines that are not in one head

Dates from correspondence become tasks with an owner, visible in one calendar alongside meetings and payments. Waiting on a client or a third party is a state, not a silence.

Documents from the record

Engagement letters, reports and invoices generated from the matter — its number, the client’s legal name and address, the responsible person — instead of last month’s file with the names changed.

Fees connected to the work

What was quoted, what was invoiced and what was paid stay attached to the matter that earned them, with approvals for anything above a limit you set.

A matter, end to end

1
Enquiry received
a new matter is opened
2
Engagement agreed
letter generated from the record
3
Work progresses
correspondence and documents on the case
4
Client kept informed
portal, or an answer written in seconds
5
Billed and closed
fees tracked, the file complete

Management sees the practice, not a spreadsheet

Which matters are moving, where work is piling up, what is owed and by whom — read from the cases themselves, with access that follows the firm’s own departments and seniority.

Your words, in the product
MattersClientsDeadlinesEngagementsDeliverablesFeesTimeCounterparties

Set once in the business profile. Every screen, button and dialog follows.

OVIOO
Compose
Payablesfrom email, linked to their reference
New payable
Pending 6Due soon 2Awaiting approval 1Processing 3Paid 41
Supplier · document
Reference
Due
Amount
Vantage SupplyProforma VC-2026-0418742615Halden & Co22 Aug€4,320.00CO
Castellane SAInvoice 2026/1187742615Halden & Co29 Aug€11,940.00DM
Museu PicassoProforma 5521742580Riverside2 Sep€780.00CO
Open payables
€17,040
3 documents · 2 references
Receivables due
€28,600
Halden · balance 14 Sep
Needs approval
Castellane SA · €11,940
Over Daniel’s limit · routed to Clara

What it replaces in a practice

The matter file, wherever it currently lives — which is usually one person’s inbox and a folder on a server.

The workaround today
In OVIOO
A matter file that is really somebody’s inbox
The case, with its correspondence, documents and dates
A diary of deadlines held by one fee earner
Dates as tasks with an owner, visible to the team
An engagement letter copied from the last one
Generated from the matter, with its own client and reference
Asking a colleague what was agreed in March
The message that agreed it, on the case, with its date
A fees spreadsheet reconciled at month end
What was quoted, invoiced and paid, attached to the matter
Emailing the client a progress update
A portal that answers it without an email

Fair questions

It covers the record of a matter — correspondence, documents, deadlines, fees — not the regulated apparatus around it. There is no trust accounting, no conflicts database and no court form library. Firms that need those keep them and use this for the file itself.

Access is enforced in the database rather than by the interface hiding things: a person who cannot open a matter cannot reach its contents by any route, including by asking a question about it. Mailbox access is per person and every grant is visible and revocable.

No. There are no timesheets. What is quoted, invoiced and paid attaches to the matter that earned it, but the time recording itself stays wherever you do it today.

They are documents on the client and the matter, with the version and the date each was received. There is no automated identity verification — that stays with whatever provider you already use.

See it on your own work.

Connect one shared mailbox and watch a real week organise itself. Fourteen days, no card.