All features

Manage matters seamlessly

Upload a document and Squire™ builds the matter for you - then keep everything organised across tasks, documents, people, and AI chat in one place.

A matter in Squire is more than a folder. It is a live workspace that connects your documents, tasks, team, and AI in one place. You can create one from scratch or let Squire read a document and build it for you - extracting the title, parties, case number, jurisdiction, and deadlines automatically.

How it works

  1. 1

    Create from a document

    Go to Create Matter and choose Upload Documents. Drop in a PDF, Word file, or image - Squire reads it and fills in the matter title, case number, area of law, jurisdiction, and a plain-language description, then opens the new matter. It extracts the parties in the background - confirm each one on the matter's People tab.

    A lawyer uploads a summons on Create Matter; Squire opens a new matter with its title, case number, matter type, jurisdictions and description filled in, and on the People tab the lawyer confirms each party Squire extracted.
  2. 2

    Work across tabs

    Every matter has six tabs. Overview shows a brief, outstanding tasks, and key details. Tasks tracks deadlines and action items. Knowledge holds your documents and notes. People manages your team and any outside collaborators. Tables lets you run AI queries across all documents at once. Ask Squire opens an AI chat with full context of everything in the matter.

    In a matter chat, a lawyer asks Squire for the deadlines in a court order; Squire proposes them, the lawyer confirms, and they become tasks with court-day due dates, one opened to show how its deadline was counted and the order's wording.
  3. 3

    Draft, extract, and export

    Once the matter holds your documents and research, Squire can draft from it. From the Knowledge tab, add documents, create a new draft, or pull text from an existing file. Ask Squire to draft a parenting plan, a demand letter, or any other document - then download it as a Word file in your firm's house style.

    In a matter's draft, a lawyer asks Squire to change a clause; Squire proposes redlines with its reasons, and the draft changes only when the lawyer accepts one.

Squire extracts automatically

  • Matter title and case number
  • Parties, jurisdiction, and area of law
  • Key deadlines and action items

You can add

  • Documents, notes, and linked files
  • Tasks with due dates and assignees
  • Outside collaborators with scoped access
Create a matter