Matters
Every matter as a card or a row, with case info, key dates, files, workstreams, conversations and invoices on one record.
Legal Matters/foldersSolo law firms
Intake, matters, docket, billing, trust and the client portal in one workspace, on one seat.
One seat carries intake, conflicts, matters, documents, docket, time, invoices, trust and the portal. The first hire joins the same workspace with their own role; nothing migrates.
Four moments from one lawyer's day: the week on one screen, a new enquiry checked before it becomes work, the invoice built from real time, and the client portal.
The week on one screen.
Every matter is a card with its practice group, its open work and its next date. My Desk holds the focus timer, the week and what is due, without a second app.
- Matter cards with open tasks and the next date
- My Desk: timer, the week and due items
- Saved views for the matters you touch most
1Next dateOpen tasks and the next date ride on each card, from the matter's own records.New enquiry, checked before it is work.
The enquiry lands in Intake from your public form, a referral or a call. Guided accept runs the conflict check and the identity screen. Convert to a matter without re-typing what the client told you.
- Leads with source, value and owner
- Conflict check and AML screen inside guided accept
- Convert to matter in one step
Bill from the time you recorded.
Approved time and disbursements become an invoice on your letterhead. Send it from the invoice with your own email domain. An unpaid invoice turns Overdue on its own once the due date passes, and you are told.
- Fees, disbursements, tax and total due on letterhead
- Sent from the record through the firm's own email
- Card payment in the portal once the firm connects its Stripe account
1Total dueReview fees, disbursements, tax and the total due before sending.The client sees what you choose.
Seven share switches per client: documents, messages, invoices, work reports, matter status, workstreams and appointments. The client signs in with an emailed link and sees nothing you have not shared.
- Seven share switches, set per client
- Two-way messages on the record
- Emailed sign-in link, no client passwords
1SharesControl access to documents, messages, invoices, reports, matter status, workstreams and appointments.
Manage the client relationship from enquiry to invoice, then invite colleagues into the same workspace as your practice grows.
Intake
Public form links, leads with source and owner, guided accept with conflicts and the identity screen, convert to matter.
Intake/intakeDocket
Court dates and firm deadlines on one calendar, hearing reminders, and deadline chains computed from court rules.
Docket/docketInvoices
Built from approved time and disbursements, on your letterhead, sent from the record. An unpaid invoice turns Overdue on its own after the due date, and you are told.
Invoices/invoicesTrust accounting
Client ledgers and guided three-way reconciliation. You validate against your jurisdiction's rules.
Trust / IOLTA/finance/trustClient portal
Seven share switches per client, two-way messages and invoices, with an emailed sign-in link. Signature requests go out by secure link.
Client Portal/client-portal
Not there yet.
Review migration, court filing and sign-in requirements before moving your practice.
Importers
Document upload and record creation ship today. A general firm-data importer is not yet shipped; a migration from Clio, MyCase or a spreadsheet is scoped before any data moves.
Court e-filing
No e-filing integration. You file through the court's own system and record the filing event on the matter.
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.
The Solo plan is the same product on one seat. Modules you do not use stay out of the way, and the first hire joins the same workspace with their own role.
Ask AI uses the current matter's records as context, subject to your access permissions. Requested actions run as the assistant responds and are listed in the reply. Review AI output before relying on it; provider retention and training terms vary.
Yes. Time, invoices, trust ledgers, e-signature and the client portal ship on every self-serve plan, Solo included. What varies by tier is the monthly AI allowance, the included storage and the custom workspace domain; white-label is a one-time add-on a solo can buy as readily as a large firm.
Once the firm connects its Stripe account in settings, a client can pay an outstanding invoice from the portal. Without that connection, invoices are sent and tracked without a card link.
Not your day?
The same record, the same roles, a different practice. Each of these pages walks one working day.