Every capability below works from the same firm-scoped records, roles, matters, clients, and audit context.
Matter command
Keep scope, people, tasks, files, deadlines, communication, and billing attached to one matter.
Deadline control
See docket events, reminders, and work due without rebuilding a calendar from scattered notes.
Document work
Draft, organize, review, version, sign, and share matter documents from one controlled workspace.
Billing and payment
Move approved time and expenses into invoices, payment, receivables, and the client record.
Client service
Give clients a deliberate portal for selected messages, files, signatures, invoices, and updates.
Governed AI capacity
Use named agents for research, extraction, drafting, review, and follow-up inside existing permissions.
Qualify and open
Capture the prospect, screen conflicts, agree scope, and create the matter without re-entering the same facts.
Do and supervise the work
Use workstreams, dockets, documents, knowledge, and agents while every action stays connected to the matter.
Bill and keep the client informed
Turn completed work into invoices and updates, then preserve the full operational history for the next instruction.
