FEATURES
Everything You Need to Run Your Practice
A complete suite of tools for modern case management, AI-powered document analysis, and seamless team collaboration.
PLATFORM
Core Platform Features
The foundation of your practice management — unlimited usage, no per-feature pricing.
Lead Inbox
All leads flow into a unified inbox from your directory listing, website forms, or manual entry. Configure pipeline stages, filter by source, and convert qualified leads to matters with one click.
Matter Management
Visual Kanban boards with custom stages per practice area. Drag and drop cases through your workflow, set milestones, and track deadlines. Built-in templates for common case types.
Document Hub
A centralized repository for all case documents. Upload, organize, search, and share files across matters. Full version history and secure client sharing via portal links.
Entity Management
Maintain a single record for each person and company across all matters. Track roles (client, opposing counsel, witness), contact details, and relationships automatically.
Conflict Checker
Instant conflict-of-interest detection across all participants in every matter. Review flagged conflicts, log waivers with reasons, and maintain a complete audit trail.
Notifications
Stay on top of everything with real-time notifications for lead arrivals, document uploads, matter updates, task deadlines, and team activity. Email and in-app delivery.
Your AI Associate
AI tools that augment your expertise — every insight links back to the source document for verification.
Document Summaries
Upload any PDF, DOCX, or scanned document and receive an instant AI-generated summary. Key points, parties involved, and critical dates extracted automatically.
Case Fact Grid
Extract facts from 5 to 50 documents into a structured, Excel-style grid. Stream results in real-time as the AI processes each document. Export to CSV.
Safety Checklists
Pre-built contract review playbooks for leases, NDAs, employment contracts, and loan agreements. Each clause gets a red, amber, or green flag with explanations.
Gap Scanner
Automatically identify missing clauses, deviations from standard templates, and potential risks in any contract. Compare against industry best practices.
Entity Extraction
Automatically extract parties, dates, addresses, monetary amounts, and contact details from uploaded documents. Results populate your contact CRM.
Document Drafting
Generate documents from customizable templates with AI-assisted field filling. Full version control, track changes, and team collaboration built in.
Email Composer
Context-aware email drafting that pulls facts directly from matter files. Adjust tone from formal to friendly. Supports multiple languages.
Research Assistant
Ask legal research questions and get AI-generated answers with citations to relevant documents in your case library.
Workflow Agent
Automate repetitive workflows with AI-powered task sequences. Set triggers, conditions, and actions across your practice.
ORGANIZATION
Organization & Management
Tools to keep your practice organized and efficient.
Tags & Labels
Organize matters, contacts, and documents with custom tags and color-coded labels. Filter and search across your entire practice by tag.
Practice Areas
Define your practice areas and associate them with matters, templates, and workflow stages. Customize terminology per jurisdiction.
Related Matters
Link related cases together for easy cross-referencing. Navigate between connected matters, shared parties, and common documents.
Milestones
Set key milestones for each matter with target dates. Track progress across all active cases from a single dashboard view.
Data Residency
Choose where your data is stored: United States, Europe, or Singapore. Meet local regulatory requirements with regional hosting options.
Team Management
Role-based access control with four tiers: Owner, Admin, Member, and Viewer. Invite team members, manage permissions, and track activity.
Enterprise-Grade Security
Your client data deserves the highest level of protection.
Data Encryption
AES-256 at rest, TLS 1.3 in transit
Data Residency
US, EU, or Singapore hosting
Zero Retention
AI providers never store your data
Access Control
RBAC with four permission tiers
Audit Logs
Complete activity trail for compliance
Coming Soon
We're constantly building. Here's what's next on the roadmap.
Client Portal
Secure document sharing and communication with clients
Stripe Billing
Integrated invoicing and payment collection
Zapier Integration
Connect with 5,000+ apps and services
Calendar Sync
Two-way sync with Google Calendar and Outlook
Time Tracking
Built-in timer and manual time entry per matter
Invoicing
Generate and send invoices directly from tracked time
Ready to Get Started?
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