Legal Software for Clients, Cases, Billing, and More
Track expenses, customise invoices, run reports and more - all in one place
With all the Features You Need
Streamline Client
Easily schedule consultations and accept payments. Focus on the most promising clients by quickly identifying duplicate clients and conflicts of interest.
Organize Every Case
Link every person, appointment, email, and document to the correct matter. Keep information consistent with custom fields, and get real-time updates in Matter Timelines.
Bill More Efficiently
Track time and expenses, generate bills, and accept credit card payments with a single click. Send clients automated payment reminders and even collect funds into trust accounts.
Grow with Fast, Easy Client Intake
Automate the entire intake process to save time, reduce costs, and increase confidence. Share intake forms with personalized fields to automatically capture and organize information.
Understand and Improve Your Firm’s Financials
Get a view of billable hours, accounts receivable, firm revenue, key tasks, upcoming appointments, and more from a single dashboard.
Retain Clients Remotely
Automate intake documents and email reminders. Get e-signatures on retainer agreements and finalize them without mailing, faxing, or in-person meetups.
- Efficient
- Easily Accessible
- Strong Coordination
Automate Document Creation
Use advanced editing features, e-signatures, and document automation that pulls information directly from case records. Create and store unlimited documents
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Features
All of your work in one place
Plan, track, and manage any type of work with project management that flexes to your team's needs.
Client Intake
Automate the entire intake process to save time, reduce costs, and increase confidence. Share intake forms with personalized fields to automatically capture and organize information.
Case Management
Link every person, appointment, email, and document to the correct matter. Keep information consistent with custom fields, and get real-time updates in Matter Timelines.
Billing and Payments
Customize and track branded invoices with hourly or flat-fee rates, and tailor payment profiles to improve collections. Sync transactions to your accounting system.
Track Payment
Track all your payment in one dashboard. Keep all your data in cloud so you can access anytime, anywhere
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