Portal branding, reusable templates, and case configuration now live together in Practice Settings, so you set your practice up once and every new case starts ready.
Practice Settings brings everything that defines how your practice runs into one place. Portal branding, reusable task templates, client request packs, case keys, roles, and the workflow stages your clients see.
Set it up once, and every new case and client portal starts ready to run, looking like your firm instead of ours.
Build a set of tasks once for a case type, with default assignees, deadlines, and reminders, then apply it to any case in one step.
Most case types run the same way every time. Until now you rebuilt the same task list by hand on every new matter.
Task templates let you build that set of tasks once, with default assignees, deadlines, and reminders on each one. Apply the template when you open a case, or to one already underway, and the work lands ready to go, owned and scheduled. Make as many templates as you have case types.
Matter requests, tracks, and follows up on every document for you. Your team stops sending "just checking in" emails, and clients always know exactly what to upload next.
Document collection is where most cases stall. A client forgets one file, someone on the team sends a reminder, the reply lands in a different inbox, and a week disappears. Matter turns that whole loop into a tracked request on the case.
You name what you need. The client sees a clear list of what to upload and what is still outstanding. Matter follows up on the items that are late, so nobody on your side has to remember who was chasing what.
When a file arrives it lands on the case, not in an inbox. Anyone picking up the matter can see what is in, what is missing, and what is blocking the next step.
Organise your own work and your team's right next to the cases it belongs to, so the handoffs between people stop getting lost.
Work does not only live in cases. Someone still has to chase the signature, prep the next filing, and follow up the client who went quiet. Until now that sat in people’s heads or a separate to-do app, away from the case it belonged to.
Matter now has task management built in. Assign work to yourself or a teammate, see what is due, and keep every task attached to its case, so the handoffs between people stop falling through the cracks.
Need the shape of the whole caseload instead of a list? Switch any case to Kanban to see its work by stage, group by who is assigned, and move a card the moment an escalation needs a colleague.
It is the same idea as the rest of Matter: the work moves forward without anyone having to remember to move it.
Every action on a case is now recorded with who did it and when, so when a client asks or you need to show your work, the history is already there.
Compliance work lives or dies on being able to show what happened. Until now that meant piecing a timeline back together from memory, old emails, and file dates.
Matter now keeps an activity trail on every case. Who created a form, who changed a due date, who moved a task, each one stamped with the time it happened. When a client questions a step, or a regulator asks, the answer is already on the record.
Nothing to reconstruct, and nothing to take on trust.
Send and receive client email from inside the case, so the whole thread stays attached to the matter instead of scattered across inboxes.
When client email lives in personal inboxes, the case history is only as complete as whoever happens to be cc’d. Hand a matter to a colleague and half the context is missing.
Now you send and receive client email from inside the case. The thread sits with the matter, next to the documents and notes, where the next person can read it without forwarding chains.
It is the same email the client already gets. What changes is where it lives on your side: on the case, not buried in one person’s mailbox.
Tell Neu what you want and it builds a real, hosted website in minutes. Refine it in plain language and point your own custom domain at it.
You should not need a designer or a page builder to get a real website live. Now you describe the site you want and Neu builds it, hosted and serving traffic in minutes.
Refine it the way you started: say what to change and Neu edits the site. No templates to wrestle, no blank canvas.
Every site goes live on a Neudash URL straight away, so you can share it immediately. When you are ready, point your own custom domain at it and Neudash serves it there.
When something upstream breaks, Neudash repairs the routine failure and reruns the work, so a stalled run is not the first you hear of it.
Automations break for boring reasons. A field gets renamed, a login expires, a service is slow for a minute. With most tools that means a dead run and a Monday-morning surprise.
Neudash treats the routine failures as part of the job. When a run fails, auto-fix starts an agent session that reads the error, updates the code, and reruns the work, instead of stopping and waiting for someone to notice.
You still get told what happened. The difference is the work already continued by the time you read it, rather than sitting stalled until you log in.
Neu now works across every process session and can manage your workspace and data. Connect it to Slack and WhatsApp and ask from where your team already works.
Most AI assistants answer one question and forget the rest. Neu is different. It is the agent for your whole workspace, so it learns how your business runs and carries that context across every process session.
Ask it to connect a tool, draft a process, or look something up across your data. It can manage the workspace and its data directly, which makes it closer to a teammate than a chat box.
And you do not have to be in the app. Connect Neu to Slack or WhatsApp and message it from the channel you already live in. Same agent, same context.
