Every matter,
under control.
Satchel runs your firm’s intake, matters, deadlines and documents, tracks your time, and keeps billing and trust accounts in order.
100% free, open source alternative to Clio, MyCase and Smokeball
- Intake · Martinez v. Reedconflict check clear
- Discovery dueNov 14
- Court date moved →deadlines recalculated · client notified
- Invoice #2041paid online · $3,250
Tab 1 · Intake
Open the matter
the day they call.
Intake form, conflict check across every contact, engagement letter signed and the retainer in trust, before lunch.
Intake form · web
Ana Martinez
- Matter:
- Contract dispute · home remodel
- Opposing party:
- Reed Construction LLC
- Amount at issue:
- $48,600.00
Submitted Sep 8 · 9:14 am
- 9:14 am
Conflict check · 1,912 contacts searched
1 possible match · Reed Construction LLC · former client, closed 2023
Reviewed by Dana Okafor · no conflict · cleared 9:41 am
- 9:41 am
Engagement letterSigned 2 of 2
Hourly · $300 attorney · $175 paralegal
- 11:52 am
Trust · IOLTA
Retainer deposited · $5,000.00 · Sep 8 · 11:52 am
- Matter opened · Martinez v. Reed · 2026-0147
Tab 2 · Deadlines
The court moves. Your calendar follows.
Enter the new trial date once. Satchel recalculates every deadline, syncs every calendar and tells the client.
Martinez v. Reed · Travis County District Court
2026-0147
Trial setting moved · Feb 8, 2027 → Mar 22, 2027
| Deadline | Was | Now | Rule |
|---|---|---|---|
| Expert designations | Jan 20, 2027 | Scheduling order ¶2 | |
| Discovery closes | Feb 19, 2027 | Scheduling order ¶3 | |
| Mediation completed | Mar 5, 2027 | Scheduling order ¶4 | |
| Pretrial motions | Mar 8, 2027 | Scheduling order ¶5 | |
| Pretrial conference | Mar 15, 2027 | Scheduling order ¶6 |
- Google Calendar · 3 people synced
- Outlook · synced
- Client notified in portal
Discovery responses due Nov 14 ·
reminder to Marcus Lee 7 days before.
Tab 3 · Evidence
Nothing missing when it counts.
The matter agent checks the file against the claim, asks the client for what is missing and drafts with every source cited.
Evidence · Martinez v. Reed
Remodel contract · signed Mar 3
Change orders · 4 of 4
City inspection report · failed framing Jul 9
Site photos · missing
- Asked Ana in the portal · Sep 15
- 6 photos uploaded · Sep 16
Bank records of payments · missing
- Requested from Ana’s bank with her signed authorization
- Received Sep 22 · $48,600.00 matched
Settlement demand · draft 2
Prepared by the matter agent
For mediation · Mar 5, 2027
Ms. Martinez paid Reed Construction $48,600.00 under the March 3 contract [1]. The city inspector failed the framing on July 9 [2], and work stopped on July 22 [3].
- [1] Remodel contract p.4
- [2] Inspection report p.1
- [3] Site photos 3–6
Dana Okafor
Walk in ready.
Trial · Mon Mar 22, 2027 · 9:00 am · Courtroom 4B5 of 5 deadlines met · 14 exhibits filed
From: Kevin Holt · Holt & Barr LLP
Re: deposition dates
Filed to Martinez v. Reed · 2 attachments
Martinez v. Reed · Documents
- Pleadings12
- Discovery48
- Correspondence131
- Photos22
- Billing9
framing failed
Foreman_Deposition_Transcript.pdf · p.48
…the framing failed inspection twice…
Notice of deposition
- Deponent
- Tom Reed
- Date
- Nov 4, 9:30 am
- Place
- 600 Congress Ave
Filled from the matter · 7 fields
Bank records authorization
Signed by Ana Martinez · Sep 17
Tab 4 · Documents
Every page filed.
Every word found.
Email files itself to the matter from Outlook or Gmail. Every scan is searchable, templates fill from the matter and clients sign online.
Tab 5 · Time
Every hour
found.
Satchel drafts time entries from your email, calendar and documents. Review the day and post it.
Marcus Lee · Oct 15
6.4 h
| L120 | 0.3 | Reviewed Holt email re: deposition dates | |
| L160 | 2.1 | Drafted settlement demand | document |
| L330 | 2.5 | Deposition of Reed foreman | calendar |
| L160 | 1.2 | Mediation statement | document |
| A106 | 0.3 | Call with Ana Martinez, 14 min | found unlogged, added |
6.4 h · $1,920.00
Tab 6 · Billing
Invoices
that get paid.
Hourly, flat fee or contingency, with LEDES for insurers. Clients pay by card or bank transfer from the invoice.
Invoice #2041 · Ana Martinez · Sep 1–30
- Marcus Lee · 8.6 h × $300$2,580.00
- Rosa Diaz · 3.2 h × $175$560.00
- County filing fee$110.00
$3,250.00
Paid online by card · Oct 6
Invoice #2033 · Brennan Holdings
30 days overdue · reminder sent Oct 1
Payment plan agreed · 3 × $1,400.00 · first paid Oct 9
Tab 7 · Trust
Trust that
reconciles
to the cent.
Bank statement, trust ledger and every client ledger, matched each month. When they disagree, Satchel shows you why.
IOLTA trust · Three-way reconciliation · September 2026
Oct 1 · Bank statement $13,230.00 ≠ trust ledger $12,480.00 · off by $750.00
Check 1187 to Lone Star Experts not yet cleared · marked outstanding
Adjusted bank balance
$12,480.00
Statement $13,230.00 − outstanding Check 1187 $750.00
Trust ledger
$12,480.00
Client ledgers
$12,480.00
Three-way reconciled · Oct 2 · Rosa Diaz
Operating books · QuickBooks Online · synced
Martinez · client trust ledger
| Sep 8 · Retainer deposit | +$5,000.00 |
| Sep 24 · Expert inspection fee · Check 1187 | −$750.00 |
| Balance | $4,250.00 |
|---|
Tab 8 · Client
Clients see their case without calling.
A secure portal for documents and messages, plus text and email for the moments that matter.
Okafor & Lee Law · Client portal
Ana Martinez
Next: Mediation · Mar 5, 2027
2 new documents · Foreman deposition transcript · Mediation statement
Do I need to bring anything?
Just your photo ID. We have the rest.
Reminder: mediation Fri Mar 5, 9:00 am, 600 Congress Ave, Suite 1200. Reply C to confirm.
C
Confirmed
From: Rosa Diaz · Okafor & Lee Law
To: Ana Martinez
Your trial date has moved
Trial is now March 22, 2027.
Your new dates are in the portal.
Tab 9 · Moving in
Bring every matter
over from Clio.
Matters, contacts, documents, time and trust balances come across.
Trust must match to the cent before you switch.
Importing from Clio
100%
- Matters · 412
- Contacts · 1,906
- Documents · 18,240
- Time entries · 9,871
- Unbilled time · $41,380.00
- Trust balances · 63 clients · 1 differed by $12.50
- Fixed in Clio and re-imported · $8,230.00 matched
What it doesn’t do.
Court e-filing goes through InfoTrack; court-rule deadlines come from LawToolBox or CalendarRules.
Word and Gmail stay your editors; lawyers make every legal call.
Read the limits
Oct 15 · 6.4 h posted0 deadlines open tonight