Search Knowledge Base Articles
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A plain-language tour of every part of the system and what each one is for.
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The first settings to configure, from firm branding to your first week live.
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Capture inquiries as leads automatically and turn them into matters.
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Matters 3
Open matters and keep court, conflict, and billing details in one place.
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Clear conflicts, track court dates, set the client role, and build evidence packages from a matter.
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Generate documents, collect information with forms, and import data from PDFs.
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Bring documents in from cloud storage and work with email attachments.
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Track time on tasks, review timesheets, and manage trust money.
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Raise invoices, follow up on what is owed, and take payment online or by hand.
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Automate repetitive work and import your existing data.
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Invite clients to their own secure portal, then share files, gather signatures and let them view and pay invoices.
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Shape the workspace around the way your firm actually works.
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Post roles, track candidates through to an offer, and keep employee records, attendance, and pay cycles in order.
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Keep client data safe and your firm's account details in good order.