Matters, with the context close by
Keep client details, documents, responsibilities and key dates connected to the work.
THE PRODUCT
The details, connected.
Give every part of your practice a place to work together.
EVERYDAY WORKFLOWS
One workspace. Many ways to move forward.
Documents that fit your workflow
Upload to a matter or your firm library. Keep document versions and share with clients when ready.
A simpler way to work with AI
Describe what you need. Draft, summarise, improve wording and refine an editable response.
Client communication in one place
Send documents and messages with emailed portal links. Share a document again whenever needed.
Billing that follows the work
Track time, create invoices and send issued invoices to clients through their portal.
Expenses without the extra steps
Record the amount, date, payee and matter. Attach a receipt, save a draft or submit for review.
MORE CONTEXT, LESS CHASING
Stay close to the work.
Clients and intake
Maintain client records and connect them to matters and communications.
Tasks and calendar
Record responsibilities, appointments and key dates in the practice workspace.
Time and billing
Record time, prepare invoices and review receivables.
Team permissions
Assign staff roles and matter access appropriate to their responsibilities.
Activity records
Review recorded changes and actions through audit history.
Document versions
Keep earlier versions and choose the version you want to work with.
A LOOK INSIDE
See your practice
in a clearer light.
Browse sample screens from the product’s development previews. Current layouts and features may differ.
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