| 01Matter & Case Management |
Centralizes client matters, case details, parties, notes, activities, documents, deadlines, and financial information in one legal workspace. |
Open New Matter→
Add Parties & Case Details→
Track Work & Documents→
Close / Archive Matter
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Custom matter types, fields, and statuses
Central timeline for notes, tasks, documents, and communications
Matter-level permissions and archival controls
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| 02Client Intake & Conflict Checking |
Captures prospective client information and checks names, organizations, related parties, and prior matters for possible conflicts before engagement. |
Receive Prospective Client→
Capture Intake Details→
Run Conflict Search→
Approve / Decline Intake
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Custom intake forms and lead qualification fields
Fuzzy or related-party conflict searching
Conflict review, clearance, and waiver documentation
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| 03Legal Calendar & Deadline Management |
Tracks hearings, filing deadlines, consultations, court dates, statutes, and internal due dates while helping attorneys avoid missed obligations. |
Add Matter Event→
Calculate / Set Deadline→
Notify Responsible Staff→
Track Completion
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Matter-linked calendars and deadline rules
Recurring reminders and escalation alerts
Microsoft 365, Google Calendar, or court-rule integrations
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| 04Legal Document Management & Automation |
Stores pleadings, correspondence, contracts, evidence, and templates while supporting document generation, version control, and matter-based organization. |
Create / Upload Document→
Link to Client / Matter→
Review & Revise→
Finalize / Share
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Matter-centric folders, metadata, and full-text search
Templates, merge fields, and automated document generation
Version history, permissions, and e-signature options
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| 05Time & Expense Tracking |
Captures billable and non-billable attorney time, expenses, activities, and rates against matters for accurate invoicing and profitability analysis. |
Perform Legal Work→
Record Time / Expense→
Assign Matter & Rate→
Approve for Billing
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Timers, manual entries, and mobile time capture
Multiple attorney, client, and matter billing rates
Expense receipts, approvals, and audit history
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| 06Legal Billing & Accounts Receivable |
Creates invoices from time, expenses, flat fees, retainers, or alternative fee arrangements and tracks payments, balances, collections, and adjustments. |
Collect Billable Entries→
Review Draft Bill→
Send Client Invoice→
Collect & Reconcile Payment
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Hourly, flat-fee, contingency, and alternative billing support
LEDES or e-billing formats where required
Online payments, payment plans, and aging reports
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| 07Trust Accounting & Client Funds Management |
Tracks client funds held in trust separately from operating money and records deposits, disbursements, transfers, and balances by client or matter. |
Receive Client Funds→
Post to Trust Ledger→
Disburse / Apply Funds→
Reconcile Trust Account
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Separate client and matter trust ledgers
Three-way reconciliation support where applicable
Controls preventing overdrafts or improper transfers
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| 08Client Portal & Secure Communication |
Provides clients with a secure place to exchange messages, share files, review invoices, make payments, and follow selected matter updates. |
Invite Client to Portal→
Share Message / Document→
Client Reviews / Responds→
Record Interaction
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Encrypted messaging and secure file exchange
Invoice, payment, and matter-status access
Granular controls over what clients can view
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| 09Task, Workflow & Legal Process Automation |
Standardizes recurring legal processes by creating tasks, checklists, assignments, approvals, reminders, and follow-up actions based on matter events. |
Matter Event Occurs→
Trigger Workflow→
Assign Tasks & Deadlines→
Track Completion
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Reusable workflows by practice area or matter type
Conditional tasks, approvals, and reminders
Visibility into overdue and incomplete work
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| 10Law Firm Reporting & Business Integrations |
Measures workload, utilization, billing, collections, matter performance, and firm finances while connecting legal workflows with accounting and productivity tools. |
Aggregate Practice Data→
Analyze Firm Performance→
Connect Business Systems→
Improve Practice Operations
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Utilization, realization, collections, and matter dashboards
Accounting, email, calendar, payment, and document integrations
APIs, exports, custom reporting, and role-based analytics
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