Every client.
Every matter.
One connected workspace.
FernLex connects client records with the legal matters and work your firm handles. No spreadsheets. No disconnected tools. One place where relationships and cases stay linked.
Michael Carter
activePersonClient since September 25, 2026
0
$0
$0
0
Client Portal Access
Allow this client to log in and view their matter status, documents, and tasks.
This client does not have portal access. Enable it to let them view their matters online.
Client and matters stay linked — one record, one workspace.
Contact Information
shopping.syncing@gmail.com
Phone
(324) 323-4223
Address
123 Main Street, Suite 400, Dallas, TX, 75115, US
Clients organize your relationships. Matters organize your work.
Every legal engagement starts with a client. Every piece of work belongs to a matter. FernLex keeps them connected so nothing falls between the cracks.
Client
The person or company your firm represents. Contains contact information, identifiers, and links to all matters.
Robert Chen
Person · Active · 3 matters
Matters
Each matter is a distinct legal engagement — a case, petition, contract, or transaction. All work flows through the matter.
Work
Everything attached to a matter — documents, tasks, deadlines, notes, activity.
7
Documents
4
Tasks
2
Deadlines
5
Notes
18
Activity
Keep every client record organized and connected
Search, filter, and manage your entire client roster. Person and company types with full contact details, status tracking, and matter linkage.
Every matter is an operational workspace
Documents, tasks, deadlines, notes, billing, and activity — all connected to one matter. The operational center for legal work.
I-130 Petition for Green Card
In ProgressMediumB6E083B8 · Robert Chen
Billed
$2,400
Outstanding
$1,200
Documents
7
Timeline
Aug 18, 2026
Medical exam completed
Robert Chen — immigration medical examination (I-693)
May 30, 2026
I-130 petition received
Petition for Alien Relative accepted for processing
Jun 10, 2023
Marriage certificate filed
Marriage between Robert Chen and Laura Chen in Dallas, Texas
Client
Robert Chen
Assigned Staff
Tags
One client record. Everything your firm handles.
A single client profile serves as the entry point to every matter, document, and interaction associated with that relationship.
Robert Chen
3
Active Matters
15
Documents
Active Matters
I-130 Petition for Green Card
Immigration · Deadline: Mar 5, 2027
Divorce — Custody Modification
Family Law · Deadline: Jan 15, 2027
Car Accident Claim
Personal Injury · Deadline: Apr 20, 2027
Recent Activity
Document uploaded
Medical exam (I-693) added to I-130 Petition
2 hours ago
Task completed
Marriage certificate reviewed and verified
1 day ago
Note added
Client confirmed current mailing address
3 days ago
From creation to completion
Every matter follows a structured lifecycle. Staff track status, assign resources, and move matters through stages with full visibility.
Created
Matter record created with client linkage
Assigned
Attorney and staff assigned to the matter
In Progress
Active work — documents, tasks, filings
Pending Review
Awaiting attorney or client review
Completed
Matter closed with full documentation
Search across clients and matters
Find a client by name, email, or phone. Search matters by title, number, or practice area. Filter by status, attorney, or deadline.
Results for "Carter"
Robert Chen
ali.mohammed.hassan@proton.me · 3 matters
I-130 Petition for Green Card
B6E083B8 · Immigration · Attorney: Sarah Chen
Divorce — Custody Modification
C4F192D7 · Family Law · Attorney: Sarah Chen
Car Accident Claim
D7A284E1 · Personal Injury · Attorney: Sarah Chen
One workspace. Everything connected.
Client records, matters, documents, tasks, deadlines, and activity live in one place. No copying data between tools. No lost context.
Client
Robert Chen
I-130 Petition for Green Card
In ProgressDivorce — Custody Modification
In ProgressCar Accident Claim
Pending Review15
Documents
12
Tasks
3
Deadlines
8
Notes
42
Activity
Whathangsoffamatter
Tasks, deadlines, documents, billing and activity all attach to the matter record — nothing lives in a separate silo.
Every client. Every matter. One connected workspace.
FernLex connects client records with legal matters and the work your firm handles — intake, documents, billing, and communications — all in one place, no spreadsheets required.