Each one runs on the same sourced engine, freezes an as-advised snapshot for the file, and produces a client-ready memorandum under the firm's name.
Matters are held only in this browser on this device. We do not store them on a server. When you Lock & email as advised, the dated PDF goes to your inbox and we keep only a short receipt; to carry an in-progress matter across days or devices use Keep matter open (inside the matter) and re-open it here with Import. Export all keeps a copy for the firm record; Archive parks a closed engagement; Shortlist flags matters to put in front of a client; Delete erases a client's data for good.