Everything Belongs to a Matter
01.The core record
A matter is one unit of legal work for a client, such as a US utility application or a specific ITC investigation. Every deadline, document, hour and dollar belongs to one.
02.Matter families
IP matters link into families. A provisional application leads to a non-provisional and a PCT filing, which leads to national filings such as China. Costs, deadlines and client decisions follow that tree.
03.What Warren AI is built around
Intake, conflict checks, docketing, documents, billing, the client trust sub-ledger and the client portal all read from the same matter record. Nothing is typed twice.