Matter management, all in one place.
When the matter file lives in six places, work slips. Ezra is one workspace for the whole matter — documents, calls, emails and tasks — kept in sync with Clio automatically.
Request accessWhat it does
01
Opened from a qualified lead
A matter opens straight from the lead that earned it — contact, intake detail and compliance status carried across, nothing re-keyed.
02
Everything on the matter, automatically
Documents, call recordings and emails attach themselves. Calls and meetings are transcribed with speaker detection, so the matter record writes itself instead of waiting for end-of-day notes.
03
Stage-driven so nothing stalls
Tasks are driven by the matter's stage, and a replies queue keeps awaiting-response work visible. Two-way Clio sync keeps contacts, time and billing aligned without double entry.
What’s included
- Matters opened straight from a qualified lead
- Documents, recordings and emails on the matter automatically
- Call and meeting transcription with speaker detection
- Stage-driven tasks, so nothing stalls
- Two-way Clio sync — contacts, matters, time and billing
Works with
More of the funnel
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