Matter management
Give every file one workspace for overview, team, notes, documents, timeline, tasks, calendar, billing, messages, and permitted AI assistance.
Clients and intake
Capture prospective clients, conflict-check inputs, communication preferences, related matters, documents, billing history, and portal access.
Teams and access
Assign multiple co-leads, supporting lawyers and staff, explicit capabilities, and optional restricted-matter access.
Tasks and deadlines
Create matter-linked work with assignees, priorities, due dates, reminders, review, completion, reopening, and calendar visibility.
Documents and knowledge
Upload, organize, preview, version, share, archive, and retrieve matter documents while respecting permissions.
Time and billing
Track work against the right matter, review billable value, prepare invoices, follow payment state, and keep the case aggregate current.
Secure communication
Keep internal and client-facing conversations attached to the correct matter, with participants, delivery state, and attachments.
Client portal
Give clients a focused view of approved status, deadlines, shared documents, invoices, payments, requests, and secure messages.
Firm analytics
Understand workload, matters, deadlines, revenue, collections, and activity according to each role’s permitted scope.
