Who this is for
Portia is built for businesses handling civil disputes in England and Wales without instructing a solicitor on every matter. The kinds of dispute it currently helps with include unpaid invoices and money owed, a contract that has gone wrong, damage to property or goods, recovering a residential property from a tenant, and a claim or judgment against your business that you want to answer or have set aside. Family and immigration matters are outside its scope. Portia is not a substitute for a solicitor, and it does not give legal advice. It is a way to prepare a case properly yourself, so you can decide when a solicitor is worth instructing and handle the rest without one.What you do first
You start by putting the documents that bear on the matter into Portia: the contract, the invoices, the correspondence, the delivery notes, whatever the dispute turns on. Portia works only from what you give it. You do not need to have organised your files before you begin. Turning a folder of documents into an ordered picture of the matter is part of what Portia is for.What Portia does with them
Portia reads the documents and builds:- A chronology. A dated timeline of what happened and when, drawn from your documents.
- An indexed set of exhibits. Every document has a reference and a place, ready to cite.
What you can prepare
Once that groundwork is in place, Portia helps you prepare the documents the process involves, each grounded in the evidence and laid out in a structure a court would expect. That currently includes:- A letter before action to open the matter
- Statements of case, such as particulars of claim or a defence
- Witness statements
When bringing in a solicitor is the right call
Portia is not the answer to every commercial dispute. It is a way to handle the ones that do not warrant the full cost of representation, and to have the groundwork done on the ones that do, so that if you decide to instruct a solicitor, they are not starting from a shoebox of papers. When to make that call is a decision for you.What Portia will not do
Portia will not tell you whether you have a case, how strong it is, or whether you will win. It will not recommend a course of action, give legal advice, act for you, or file anything at court for you. See what Portia will and won’t do for the full account.Where to go next
- Read how Portia works for a fuller walk-through of the flow.
- New to the process itself? The stages of a civil claim sets out the sequence.
- Understanding the size of the matter? See claim tracks explained.
Portia is a document-organisation tool for people handling civil disputes in England and Wales. It is not a law firm and does not give legal advice. Learn what Portia does.