Records

A record is a matter with dates: a procedure, a contract, a client. It consists of chronological action lines and due dates. Unlike an issue, which is work to do, a record follows a matter over time.

What it allows

• A timeline of actions with dates, and attachments on each line.
• Due dates and next actions.
• An agenda with a calendar of what is due.
• Email alerts for what is about to expire, configurable in Settings.
• References to notes, issues and logs.

With your AI

Through MCP the AI can list and search records, see what is due soon (expedients_upcoming, expedients_upcoming_due_dates), check the agenda, create or update records and add action lines.