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Concepts Overview

This section explains what Laminar’s entities and systems are and why they work the way they do. It’s reference material — not step-by-step instructions, but the “what” and “why” behind the platform.

  • Matters — The central unit of work, representing a single legal engagement
  • Tasks — Individual action items tied to a matter
  • Trust Transactions — Money held in trust on behalf of a client
  • Contacts — People and organizations involved in matters
  • Invoices — Billing records for work performed
  • Workflows — Structured lifecycles that guide matters from intake to closing
  • Scheduling — Attention management for controlling when work surfaces
  • Activity — Complete audit trail of who did what and when