Scoped · 006 Legal OS: Toronto Portal · CRM 2026

Substance Law

A scoped client portal and CRM for a Toronto firm practising in regulated industries. Matters move across a kanban pipeline, every file carries its own status tracker, and intake runs a conflict check before anyone opens a folder.

Design + build, AGNT/01 Client, Substance Law, Toronto Engagement, Scoped build
Scoped engagement · built by Aniket Gandhi · Product walkthrough shown with sample data
Fig. 01, Full walkthrough, desktop 80 seconds

The brief we set

  • One place where a matter's true status lives
  • Clients should stop emailing to ask where things stand
  • Intake should screen for conflicts before work starts
  • Nothing that adds a second system to keep in sync

What we scoped

  • Kanban matter pipeline from intake through to close
  • Per-matter status tracker visible to firm and client
  • Two-way tasks, either side can raise, assign and clear
  • Intake automation with a conflict check at submission

The system

  • Email and SMS notifications on every stage change
  • Document requests attached to the task that needs them
  • Role-based access: firm view and client view of one record
  • Regulated-industry intake fields built into the form logic

Why it matters

  • Status questions are the most expensive email a firm answers
  • Regulated work lives or dies on the intake record
  • A shared pipeline removes the internal status meeting
  • Clients judge a firm on responsiveness they can see
Fig. 02, Matter pipeline, kanban view
Substance Law client portal, pipeline view
Fig. 03, Per-matter status tracker
The Spec

Build notes.

SPEC
Type
Client portal and CRM for a law firm practising in regulated industries
Pipeline
Kanban board of matters, dragged between stages from intake to close
Status
Every matter carries its own tracker, written once and read by both sides
Tasks
Two-way. Firm and client can each raise, assign, comment and clear
Intake
Automated form with conflict check run at submission, before a file is opened
Notifications
Email and SMS on stage changes, new tasks and document requests
Access
Role-based. One record, two views: internal and client-facing
Walkthrough
Eighty-second recorded demo, sample data throughout
Next

More work.

NEXT

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