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.
Complete matter record
Keep the overview, parties, contacts, dates, conversations, documents, workstreams, time, invoices, proposals, signatures, client access, and custom properties attached to the same matter.
Legal projects, tasks, and subtasks
Run matter-linked or independent workstreams in board and list views, assign owners, create subtasks, apply templates, save views, and track priority and deadlines without losing context.
Controlled collaboration
Share the right matter content with firm members or clients while keeping internal work and tenant boundaries intact.
Open with context
Start from intake or a reusable matter template, then attach the client, team, jurisdiction, practice area, and key dates.
Run the work
Create conversations, workstreams, tasks and subtasks, folders, documents, events, time entries, invoices, proposals, comments, and approvals directly from the matter workspace.
Close accountably
Review outstanding work, billing, documents, client access, and retention requirements before archiving the record.
Access follows the firm and the assigned work. High-impact actions can require review while routine work remains fast.