Define services and proposals

Start with a real workspace: choose a per-seat plan and begin a 7-day trial. View plans

Clients and revenue

For Partners, business development, and billing teams

Reuse commercial structure while keeping scope, price, assumptions, and acceptance explicit.

LawAOSProduct documentation

A service describes a repeatable legal offer and its useful pricing context. Keep it general enough to reuse, then tailor scope and assumptions in the client proposal.

In the workspaceOpen Services

A proposal should identify the client, work, exclusions, fee arrangement, assumptions, validity, and next step. Priced line items, currency, and a valid-until date live on the proposal itself, so one record carries both the scope and the number. Use the status workflow to distinguish drafting, internal review, delivery, acceptance, and decline.

Create the matter from accepted commercial context where that workflow is available instead of retyping the same scope.

In the workspaceOpen Proposals

Move from contact and intake to a cleared matter

Create people and organizations once, collect only needed intake facts, and preserve conflict and compliance decisions.

Business development, intake, conflicts, and matter-opening teams

Use the right billing workflow for each fee arrangement

Keep hourly capture effortless, and do not force timers onto flat, contingency, custom, or pro bono work.

Lawyers, timekeepers, and billing reviewers

Prepare invoices, collect payment, and preserve adjustments

Move reviewed work into a client bill, issue it through configured delivery, and account for payment and credits.

Billing teams and firm owners

Define services and proposals

Use Services as reusable building blocks

Make the scope legible

Related guides

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