Your clients, documents and decisions stay with the matter. Everyone works from the same context, with a clear record of what happened and who is responsible next.
Time and disbursements
Record billable time, expenses, rates, narratives, approvals, and matter context before an invoice is raised.
Controlled invoice lifecycle
Keep invoices in draft, finalize for review, send deliberately, record payment, duplicate safely, or void with clear state rules.
Firm financial context
Connect receivables, expenses, journals, budgets, trust workflows, and reporting without turning the matter team into accountants.
Capture and review
Collect time and disbursements against the correct client and matter, then review narratives and rates before billing.
Finalize deliberately
Prepare the invoice, verify bill-to details and taxes, then finalize without automatically sending it to the client.
Send and reconcile
Send through the system or mark a manually delivered invoice as sent, then record payments and outstanding balances.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.