Matters by practice group
Cards or rows with case info, key dates, files, workstreams and invoices, filtered and saved per practice group.
Legal Matters/foldersBoutique law firms
Repeatable workstreams, approved knowledge, firm finance and compliance for a focused practice.
The firm's method becomes a matter template: the stages, the tasks, the owners. Approved playbooks and checklists sit beside the work with their review state. Invoices, trust, budgets, payroll and the compliance register run in the same workspace, and partners keep the exceptions.
Four moments from a six-lawyer practice: every practice group on one grid, the method as a workstream, approved knowledge where the work is, and one finance for fees, trust and payroll.
Every practice group, on one grid.
Each matter is a card with its practice group, its open work, its next date and the people on it. Filter to a group, save the view, and the partner meeting has its agenda.
- Practice group, open tasks and next date on every card
- Saved views per practice group
- Matter access and ethical walls decide who sees which card
1GroupsEstates, corporate, litigation, real estate, IP and employment on one grid.The firm's method, as a workstream.
A matter template sets up the stages, the tasks and the owners the way the firm does the work. Launch it on a new matter and the board is ready. Steps a partner must sign off go through Approvals.
- Matter templates with stages, tasks and owners
- Approvals for the steps that need a partner
- Board, list and calendar of the same work
Approved knowledge, where the work is.
Playbooks, checklists and articles carry an audience and a review state. Courses and each member's CLE record live beside them. Search finds only what your role may see.
- Playbooks and checklists with audience and review state
- Courses and a CLE record per member
- Search under the same permissions as the record
1Review stateSee which knowledge is approved for use and which remains in draft.Fees, trust and payroll, one finance.
Invoices go out on the firm's letterhead from the matter. Client money sits in ledgers that reconcile three ways. Budgets, expenses, journals, payroll runs and the compliance register are in the same workspace.
- Invoices with fees, disbursements, tax and total due
- Guided three-way trust reconciliation
- Payroll runs, approvals and payslips
1LetterheadPresent the firm's details, fees and invoice totals on its own letterhead.
Connect repeatable workflows, shared expertise and firm administration around the team's work.
Matter templates
The firm's stages, tasks and owners as a template, launched on a new matter in one step.
Templates/templatesKnowledge and CLE
Playbooks, checklists and articles with audience and review state; courses and each member's CLE record.
Knowledge Base/knowledgeApprovals
The steps a partner must sign off, requested and decided on the record.
Documents/documentsCompliance register
Licences, policies, insurance and obligations with holder, date and time left, counted down on the register.
Compliance/compliancePayroll and finance
Payroll runs, approvals and payslips beside invoices, trust, budgets, expenses and journals.
Payroll/payroll
Not there yet.
Review document assembly, identity and migration requirements before setting up the firm.
Document automation
No conditional-clause assembly. Templates set up a matter's workstream; documents are drafted in the editor or by Ask AI from the record.
Single sign-on
SAML single sign-on is planned, not shipped. SCIM v2 provisioning from your identity provider is available. Sign-in is email and password, with two-factor authentication the firm can require for every member.
Importers
Document upload and record creation ship today. A general firm-data importer is not yet shipped; migrations are scoped before any data moves.
Yes. Templates, properties, saved views, permissions and agents are configured around the work while every group shares the same records and controls.
Yes. Every record is scoped to the firm by database policy, and matter access and ethical walls constrain sensitive work inside it.
Yes. Payroll runs, approvals and payslips, people and leave, budgets, expenses, journals and the compliance register ship beside the legal work.
A firm administrator names each agent, sets its instructions and chooses the provider, including the firm's own keys where supported. Agents act through the same permissions as the person using them.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.