Page 11 · Product Description

Handover
Matters can be packaged for transfer without losing context, chronology, or supporting records.

The handover engine assembles a complete bundle that can be delivered to clients, counsel, or another firm with audit coverage and optional encryption.

What this page covers

  • Bundles can include matter summary, registers, compliance status, evidence lists, documents, emails, events, and outstanding tasks.
  • Delivery can occur by secure link, LegalMatters-to-LegalMatters transfer, or exported media.
  • Each handover can generate its own certificate and audit trail entry.

What firms gain

  • Transitions between practitioners or parties become cleaner and safer.
  • Counsel briefing and file transfer can be standardised.
  • The receiving party obtains more than a folder of detached files.

Illustrative image

Handover illustration

Expected image file: handover-bundle.avif