What we'd build · Legal
LegalZoid
Practice & matter management — intake, discovery, billing, and trust accounting in one workspace.
New matter — Hartman v. Westridge Holdings
Once the engagement letter is countersigned, the matter is opened and timeline drafts begin.
Continue to case timeline →
Days since filing
62
Trial set: 2026-09-14
Discovery items
218
14 awaiting privilege review
Hours billed
141.5
Retainer 71% drawn
Case timeline — Hartman v. Westridge
2026-09-14 · upcoming
Trial date · 5-day jury
Hon. R. Pendleton · Suffolk Superior · room 4-A
2026-06-02 · upcoming
Summary judgment hearing
Cross-motions on exclusivity clause interpretation
2026-04-22 · today
Deposition · M. Halsey (CFO Westridge)
8h scheduled · prep memo signed off · transcript pending
2026-03-18
Document production · 12,400 pages
3 batches · privilege log delivered · ESI protocol ratified
2026-02-04
Complaint filed
Five counts · injunctive + monetary relief sought
Every dated entry is sourced from filings, calendar entries, and email — auto-arranged.
Continue to billing →
Trust account · IOLTA-3
Balance $184,210.55
Per-matter ledger entries 17 active matters
Last 3-way reconciliation Clean · 2026-04-21
Bar compliance status Within rule
Outstanding invoices
Greene Estate · INV-2014 $28,400 · 71d
Acme Robotics IP · INV-2098 $14,720 · 38d
Linden Holdings M&A · INV-2122 $92,100 · 31d
Hartman Litigation · INV-2141 $41,860 · 8d
Every invoice is reconciled against the matter's trust ledger before send.
Continue to discovery →
Documents loaded
48,212
12 batches · ESI ratified
Privileged hits
1,184
All on privilege log
Reviewer hours
412
82% on schedule
Hot docs
28
8 escalated to lead
Document review queue — Hartman v. Westridge
| Bates | Custodian | Date | Type | Tags |
|---|---|---|---|---|
| WR-018241 | M. Halsey (CFO) | 2024-08-12 | Email · 14p | Hot Privileged |
| WR-018240 | R. Voss (GC) | 2024-08-11 | Email thread | Privileged |
| WR-018212 | M. Halsey (CFO) | 2024-07-28 | Spreadsheet | Hot |
| WR-018187 | D. Acero (BD) | 2024-07-18 | Slack export | Responsive |
| WR-018120 | M. Halsey (CFO) | 2024-07-04 | PDF · executed contract | Responsive Key doc |
Privilege log generates from the tags above; nothing slips into a production by mistake.
Continue to conflicts →
Conflicts check — prospective matter
Atlas Marine Holdings · Delaware C-corp
Kestrel Shipping LLC
Maritime · charter dispute
Vance · Partner
Atlas Marine Holdings · no prior representation Clear
Kestrel Shipping · former client (closed 2022) · matter B-8141 Former · >3y
Atlas affiliates · 4 entities · no prior representation Clear
Opposing counsel · Bartram & Wells · co-counsel relationship 2023 Note
Former client conflict outside material-relationship window. Engagement letter to include screening clause for B-8141 attorneys (3 of 38). Approved by GC committee.
Conflicts are mapped to entity graphs, not just name strings — affiliates surface automatically.
Continue to court calendar →
Court calendar & deadlines
| Date | Matter | Event | Court | Owner |
|---|---|---|---|---|
| 2026-04-30 | Hartman v. Westridge | Reply brief due · summary judgment | Suffolk Superior | Vance |
| 2026-05-04 | Greene Estate | Petition hearing | Probate · Middlesex | Briarcliff |
| 2026-05-09 | Acme Robotics IP | Markman briefing · cl. construction | D. Mass. | Briarcliff |
| 2026-05-14 | Hartman v. Westridge | Expert disclosures | Suffolk Superior | Vance |
| 2026-05-21 | Linden Holdings M&A | HSR clearance window opens | FTC | Briarcliff |
| 2026-06-02 | Hartman v. Westridge | Summary judgment hearing | Suffolk Superior | Vance |
Statute & rule-based deadlines
Notice of removal window · Greene Estate · 30 days from service 12 days left
Statute of limitations · Acme Robotics · patent infringement Tracked
Discovery cutoff · Hartman · per scheduling order Aug 12
Local rules and judge preferences feed in automatically; no two-page deadline math by hand.
This is a sample of what we'd build for a Legal business — hand-crafted UI with sample data, no real engine running. The actual app we'd ship for you uses your folders, your branding, and your domain. Schedule a walkthrough to see a tailored version.