One connected workspace for the whole firm.
Matters, clients, documents, billing, and team administration share one record. Nothing lives in a spreadsheet, chat thread, or disconnected folder.
Start with the area you need.
Practice Management
Clients, matters, tasks, and appointments in one record.
Client and contact records with the parties and links your matters need.
CoreMatters with status tracking, lawyer assignments, and practice-area configuration.
CoreAssign tasks per matter with due dates, and keep deadlines visible.
CoreSchedule appointments and calendar entries linked to each matter.
CoreCollect structured intake through questionnaire templates and submissions, then convert them into matters.
ProfessionalDocuments
Uploaded documents, external links, and controlled sharing.
Upload documents and attach external links, organized in folders.
CoreOrganize reusable template documents. Template organization only, not automated document generation.
CoreShare documents through access permissions. Sharing does not enable live collaborative editing.
CoreIssue signed download links as an access control. They are not evidence of file encryption.
CoreBilling
Invoices, ledger records, and billable time.
Create client invoices and maintain ledger records.
CoreGrant clients billing access. This does not establish a full client portal.
CoreCapture time, record billable entries, and review an unbilled-time overview.
ProfessionalTeam Administration
Roles, visibility, and employee records.
In-app notifications keep updates inside the workspace.
CoreReview summary reports and a dashboard. Summary only, not custom or advanced analytics.
CoreMaintain your organization profile and logo.
CoreUsers access the actions and records permitted by their assigned role.
CoreAccess checks restrict workspace records to the appropriate organization.
CoreAuthorized users can review recorded activity in the audit log.
CoreManage employee, payroll, leave, shift, and payslip records on Professional with 2+ paid users.
ProfessionalConnected by design, governed throughout.
Documents live inside matters, invoices and ledger records stay linked, and every view respects role-based permissions. Authorized users can review recorded activity in the audit log.
- ✓ Maintain clients, contacts, and matters
- ✓ Track deadlines, tasks, and appointments
- ✓ Organize documents, links, and folders
- ✓ Create invoices and maintain ledger records
- ✓ Review summaries and recorded activity
- ✓ Use questionnaires and time tracking on Professional
- ✓ Manage HR records when Professional eligibility is met
Control access to your firm's work.
Organization-scoped access, role-based permissions, controlled document sharing, and recorded activity help your firm manage who can access its workspace.
- Organization-scoped access. Access checks restrict workspace records to the appropriate organization.
- Role-based permissions. Users can access the actions and records permitted by their assigned role.
- Controlled document sharing. Share documents with supported users through access permissions and signed download links.
- Audit history. Authorized users can review recorded activity in the audit log.
- Expiring invitations. Team invitations use tokens with an expiry.
Give your firm one secure workspace for lawyers.
A 30-minute walkthrough of the workflows that matter to your firm. No obligation, no generic sales deck.
Request a Demo