The Register · Harrowgate & Vane LLP

Credentials search

What has the firm done before?

Ask in plain English. The register searches every closed matter and returns the ones that answer the question, with a paragraph you can lift straight into a pitch.

The record

Every closed matter

One entry per matter, captured at close. Filter it, or open any entry for the full record.

Capture

How a matter gets into the register

Nobody types into a database. A matter closes, the system finds the people who worked on it, and asks them six questions in the tool they already have open. Follow it through.

1Matter closesPractice management system
2Prompt goes outPre-filled, three minutes
3Answer files itselfStraight into the register

Closed in Elite 3E, not yet in the register

These matters have been marked closed by the practice management system. Each one fires a prompt to the supervising partner. Pick one to see what they receive.

What lands in their inbox

The six questions

Pre-filled from the matter record

The six

Required

01Client

02Our role

03Sector

04Work type

05Team, with roles

06Subject matter, in a sentence or two

Also useful, if you have it

Optional

Counterparty

Lead department

Value

Jurisdictions

Anything a future team should know

This is the field pitch teams actually read. Two sentences beats nothing.

Where the prompt comes from

Matter status change The practice management system flips a matter to closed. That event fires the prompt to the supervising partner and the lead associate. Primary trigger

Final bill raised A backstop for matters nobody remembers to close. Catches the long tail. Secondary trigger

Sitting in the tools they already use An Outlook or Teams card they can answer without opening anything. Half the fields pre-filled from the matter record, so it is confirmation rather than data entry. Delivery

Someone owns the gap An unanswered prompt shows on the practice group's monthly report. Knowledge management chases it. Without this, capture rates fall off a cliff after month three. The part that actually decides whether this works

Historic matters

Backfill from the DMS

Years of matters already sit in iManage. Rather than asking anyone to retype them, read the closing documents and propose an entry. A human confirms it. Low-confidence fields are flagged rather than guessed.

14,208Matters in iManage

2011–2026Range

6In this sample batch

2Need review

Source document	Client	Proposed entry	Extraction