Job & Matter Management
Organise your entire workload in one place with full visibility over every action, communication, and document in your jobs and matters.
Keep every job, matter, owner, and deadline organised in a single workspace. Party Wall Portal gives you a structured hierarchy — jobs contain matters, matters contain documents, correspondence, and tasks — so nothing falls through the cracks.
Key capabilities
Structured Hierarchy
Jobs contain matters which contain all related documents, emails, tasks, and notes in one place.
Status Tracking
Track each matter through its lifecycle — from initial notice through to award and completion.
Deadline Management
Set and monitor key dates including notice expiry, response deadlines, and inspection dates.
Surveyor Assignment
Assign named and managing surveyors to each matter and track their workload across your practice.
Archive & Retrieve
Archive completed jobs to keep your active workspace clean while retaining full access to historical data.
Full Audit Trail
Every change is logged with timestamps and user details for complete accountability.
One place for everything
Each job in Party Wall Portal represents a building project. Within each job, you create matters for every party wall relationship — one for each adjoining owner. Every document, email, task, and note lives within its matter.
- Create jobs with full property and works details
- Add matters for each adjoining owner relationship
- Attach documents, correspondence, and files to the correct matter
- View a complete timeline of all activity within a matter
Never miss a deadline
The Party Wall etc. Act 1996 is full of statutory deadlines. Party Wall Portal tracks them all, surfacing upcoming deadlines in your dashboard, calendar, and notification centre.
- Automatic deadline calculation based on notice dates
- Dashboard alerts for matters approaching key dates
- Calendar integration so deadlines appear alongside appointments
- Bulk status views to spot bottlenecks across your workload
Explore more features
See how other parts of the platform work alongside Job & Matter Management.
Tracker & Reporting
Get a bird's-eye view of every active matter with Kanban boards, table views, and export to Excel and branded PDFs.
Calendar & Scheduling
Schedule inspections, deadlines, and appointments with a shared team calendar that syncs with your existing tools.
Document Generation
Generate notices, awards, letters of appointment and more in minutes using your own custom templates.