Platform / Legal

    Every legal matter. Every cost, in its place.

    A full suite for managing all of your agency's legal matters. HubIQ tracks every cost tied to a matter and assigns it to the right client, branch, and associate, so you finally understand what legal expenses each client really drives.

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    Every matter type

    One place for all agency legal matters.

    1. 01

      Work comp claims

      Track each claim from first report through resolution, with every cost recorded.

    2. 02

      Corporate litigation

      Keep filings, deadlines, counsel, and spend organized for every case.

    3. 03

      Legal holds

      Manage holds and the documents they cover, so nothing is lost or released early.

    4. 04

      Insured legal matters

      Follow matters covered by your policies alongside the costs you carry.

    Cost allocation

    See legal expense by client.

    Every cost related to a matter is assigned where it belongs, giving you a clear view of the legal expense behind each relationship.

    1. 01

      Client

      Understand total legal expense per client, alongside the gross profit they bring.

    2. 02

      Branch

      See which locations carry legal costs and where exposure is growing.

    3. 03

      Associate

      Connect matters to the associates involved for a complete picture.

    Try matter tracking

    Follow a matter from intake to resolution.

    Pick a matter to see its status, timeline, and costs, then switch views to see totals by client, branch, or associate. Sample data only.

    Matters

    Costs on this matter

    • Defense counsel

      $18,400

      Regional distribution center · Inland Empire· $Associate A-1042

    • Medical records review

      $2,350

      Regional distribution center · Inland Empire· $Associate A-1042

    • Investigation

      $4,100

      Regional distribution center · Inland Empire· $Associate A-1042

    Total legal expense by

    • Healthcare network

      $60,625

    • Regional distribution center

      $49,650

    • Food processing plant

      $27,750

    • Call center operator

      $10,300

    Total tracked across 5 matters: $148,325

    Status & timeline

    Repetitive strain claim · Work comp claim · Open

    1. IntakeJul 8, 2026
    2. Claim filedJul 15, 2026
    3. Medical reviewAug 24, 2026
    4. NegotiationIn progressDemand under review with defense counsel
    5. ResolutionUpcoming

    Sample timeline only — real matters follow the stages, dates, and status your team sets for each one.

    See how it all works together.

    HubAI, Smart Drive, Contracts, CRM, Legal, Finance, ATS, and Risk are part of one connected HubIQ platform.

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