Legal Matters
Run each engagement from intake through resolution on one permission-aware record.
Platform overview
One platform for the work, clients, and business of the firm.
31 configurable modules share the same firm, people, matters, permissions, and records. Turn on the capabilities your practice needs without rebuilding the operating model around disconnected tools.
Daily legal work
The work of the firm, in one place.
Matters, tasks, documents, and deadlines share one data layer — nothing entered twice.
Workstreams
Organize matter or firm initiatives into boards with tasks, owners, priorities, and due dates.
Documents
Store, organize, version, and share documents from the work they belong to.
Docket
Track court dockets, filings, hearings, and judicial calendar events by matter.
Calendar
Coordinate court dates, deadlines, meetings, and firm scheduling in one calendar.
Research
Keep legal research, source annotations, and research memos in a structured workspace.
Knowledge Base
Build spaces and versioned pages, publish approved knowledge, and manage CLE courses.
Templates
Create reusable matter, workstream, and document templates for repeatable legal work.
Signatures
Prepare electronic signature requests and track each signer and completion state.
Clients and intake
Every client relationship, from first inquiry.
Intake, contacts, and client communication flow into the same records the matter runs on.
Contacts
Manage client contacts, companies, and relationships in a shared directory.
Companies
Maintain organization profiles for clients, counterparties, and referral sources.
Client Intake
Collect prospective-client information, run conflict checks, and control onboarding.
Forms
Build and manage intake forms, questionnaires, and reusable checklists.
Client Portal
Give clients secure access to shared documents, messages, invoices, and matter updates.
Communications
Manage firm conversations and client messaging through the shared Inbox.
Business Development
Track leads, referral sources, opportunities, and the firm's development pipeline.
Proposals
Create and send engagement proposals, fee proposals, and quotes.
Money
Capture, bill, and account for the work.
Billing lives in the same system that tracked the work — time, invoices, and trust accounting connected.
Billing Log
Record time and disbursements, apply rates, review entries, and prepare them for invoicing.
Invoicing
Generate, send, and track professional invoices with firm-controlled templates.
Accounting
Manage the chart of accounts, journals, expenses, trust reconciliation, and financial reports.
Payroll
Prepare salary sheets, pay components, deductions, contributions, and member payslips.
Services
Define service offerings, fee schedules, and pricing packages for clients.
Risk and compliance
Built for the obligations of practice.
Conflict screening, client due diligence, and firm policy live beside the matters they govern.
Conflict Checks
Screen parties and relationships before engagement and record the review outcome.
AML / KYC
Run configurable client identity, due-diligence, and AML/KYC workflows.
Policies
Publish controlled, versioned firm policies, terms, standards, and acknowledgements.
Ask Hub
Route internal requests, support issues, leave, and confidential reports through one queue.
Operations
Run the firm, not just the matters.
People, reporting, and automation across every module — with AI that works inside your records.
People / HR
Manage staff records, performance, leave, and timesheets with role-aware access.
Reports
Review operational activity, workload, billing, and financial summaries across the firm.
Automations
Run workflow rules from record events such as assignments, reminders, and status changes.
AI Assistant
Use firm-governed AI for drafting, research support, summaries, and contract analysis.
Integrations
Connect approved third-party tools, APIs, and embedded applications to the workspace.
Deep dive · 01
Connected matter management
Keep the client, parties, team access, documents, workstreams, deadlines, billing activity, and client-facing updates around one legal matter record.
Use matter templates for repeatable structures, assign the people who should have access, and move into the connected work without recreating the same context in separate tools.
- Permission-aware matter sharing
- Matter and workstream templates
- Documents, deadlines, and billing in context
Deep dive · 02
Documents, templates, and signatures
Create native documents, organize uploaded files, and keep matter folders visible from the document manager. Reusable templates reduce repetitive setup while preserving the original matter or workstream they came from.
Document sharing and signature requests use the same firm permissions and client access model. Version history and activity records keep changes attributable without claiming that every external file format is perfectly lossless.
- Matter-aware file organization
- Reusable document templates
- Version and activity history
- Electronic signature workflows
Deep dive · 03
Time, invoices, payments, and books
Record time and disbursements, review entries before billing, generate the invoice, and track its status from the same firm workspace. Client checkout becomes available when the firm's payment provider is configured.
Accounting covers the firm's chart of accounts, journals, expenses, and trust reconciliation workflows. The firm remains responsible for validating configuration and reports against its jurisdictional and banking obligations.
- Timers, time entries, and disbursements
- Invoice generation and status tracking
- Provider-backed client payment checkout
- Configurable accounting and trust workflows
Deep dive · 04
Knowledge Base & CLE
Institutional knowledge and attorney training, kept where the work happens.
Knowledge Management
Organize firm knowledge into spaces and versioned pages. Drafts stay out of published search until they are ready, while access follows firm roles and page permissions.
- Spaces and nested pages
- Draft and published states
- Permission-aware knowledge search
Training & Onboarding
Publish internal courses, record completion, and maintain CLE evidence without mixing training records into matter work. Accreditation and certificate language stays tied to the course configuration.
- Firm-managed course catalog
- Completion records
- Configurable CLE evidence
- Role-aware administration
Knowledge Base + CLE
Demo · 7-day trial
Ready to see it in action?
Walk through the platform with the founder — a demonstration tailored to your firm's specific practice areas and workflow requirements. Free for 7 days · cancel any time.