The matter workspace for small Australian firms.

Each matter type has its own form. Fields that don't apply stay hidden, computed fields fill in derived values — uppercase names, joined addresses, business-day dates — and everything auto-saves as you type. The matter's documents, key dates, settlement figures and correspondence live in the same window.

Select the precedents you need, preview the result, generate. Each document lands in the matter's folder, correctly named, with every placeholder filled from the matter's details. The templates are your firm's own Word and Excel files — there is no vendor content subscription to maintain them against.

A call comes in, or an email lands. Hit + New PNM to capture the basics. The enquiry syncs to Notion so the whole firm can see it, and when it becomes real work you convert it to a matter without re-entering anything.

Enter the amounts and periods from the council, water and strata notices. Certum apportions each between vendor and purchaser, calculates the allowances and the balance due to the vendor, and carries the figures into the settlement letter and adjustment statement — with the line-by-line workings kept alongside.

Pick the deceased's banks, super funds and insurers from a catalogue of over 1,500 institutions. Certum drafts the notification and grant letters and records where each institution is up to — notified, responded, grant sent, funds received — so the outstanding ones are always visible.

For couples making reciprocal wills, Certum drafts both from the one set of instructions — each spouse as the other's executor and primary beneficiary, with the substitute executors and contingent gifts carried across — ready for you to review.

Invoices — a bill composer with GST handling and a per-matter register of generated bills, rendered from your own invoice template.

File notes — six note types filed as PDFs into the matter's correspondence, with telephone attendances rounded to six-minute billing units.

Tasks — one-line capture ("chase the bank #13628 @mel fri") filed against the matter, delegation with a chase list of everything you're waiting on, and your own tasks mirrored to Apple Reminders on your iPhone. Shared with the whole firm through Notion.

AML/CTF compliance — identity verification, sanctions and PEP screening, risk assessment and CDD reports for the Tranche 2 obligations.

Key dates — matter deadlines surfaced on the dashboard with notifications, alongside current NSW Land Registry and court processing times.

Automation — an audited local API lets AI tools read matters, propose field values and draft documents; every proposal waits for the solicitor to approve it. It's growing, release by release, into a comprehensive agentic API for matter work — local, audited and human-approved.