Features
Practice Management Features for Small Law Firms
Everything a small firm needs in one place: leads, matters, documents, time, invoices and a client portal, with AI that reads, drafts and answers questions. No technical setup.
Watch Flow in 6 minutes
Three short videos follow one case, from the first inquiry to AI answers with sources.
What this video shows
- Website, contact page, Lawzana Directory: every inquiry lands here.
- Ploy is notified, from any of them.
- Two minutes later, the intake assistant replies with a secure link.
- At lunch, Lukas answers the real-estate questions.
- He uploads four documents. No account, no app.
- Then he tells Ploy he's ready to talk.
- Next morning, the lead has moved forward on its own.
- Flow checked him and the developer for conflicts.
- The AI read all four documents: a summary and key facts.
- Ask what to clarify on the call. Each point cites its page.
- After the call, Ploy logs it in one line.
- The letter starts from the firm's real-estate template, with the client, the matter and the fee filled in.
- When Lukas agrees, one click turns the lead into a matter.
- His details, documents and key facts are already inside.
What this video shows
- Every matter sits on one board, from intake to signing.
- Ploy drags Lukas's purchase to Review.
- She adds the signing date once, with a reminder 3 days before.
- It joins every other deadline on the firm calendar.
- She shares the matter with Lukas in a secure portal.
- He sends the revised SPA there, not by email.
- Next morning, Home shows what changed and what's due.
- Time goes on the matter in a few seconds.
- The flat fee becomes an invoice, finalized and emailed to Lukas from the matter.
What this video shows
- Ploy runs the purchase-agreement playbook on the draft SPA.
- Six checks in one pass, each with a status.
- Each finding quotes the clause, names the risk and suggests wording.
- Read each quote against the page yourself.
- Playbooks come ready-made by practice area. Every rule is editable.
- The Fact Grid lines up dates, parties and amounts from all four documents.
- The price change stands out.
- Ask the whole matter a question in plain words.
- The answer draws on three documents and cites each page.
- Then have it draft the update email to Lukas.
Core Platform Features
The foundation of your practice: unlimited matters and contacts, no per-feature pricing.
Lead Inbox
Leads from your Lawzana listing, website widget, contact page or Zapier land in one pipeline. Turn a lead into a matter in one click.
Matter Management
Kanban boards with your own stages, litigation, transactional and family templates to start from, and milestones for every deadline.
Document Hub
Upload PDFs, Word and Excel files, emails and photos. Organize and search them, and share them with clients through the client portal.
Entity Management
A single record per person or company with role tracking across matters and AI-assisted entity extraction from documents.
Conflict Checker
Check new clients against everyone in your matters before you take them on, and record waivers on the file.
Notifications
Alerts for matter updates, team activity and deadlines, by email and in the app. Deadlines also show in Google, Outlook or Apple Calendar.
AI-Powered Review
Intelligent Document Analysis
Upload a contract, a PDF or a photo of a document and get a summary that flags unusual clauses and risks, with the key facts and a source reference for each.
- Structured summaries with potential issues flagged
- Red, amber and green flags from playbook reviews
- Source references included for quick verification
AI Built In, Nothing to Set Up
The AI reads your documents, drafts letters and emails, and answers questions about a matter. Every answer shows its source, so you stay in control.
Document Summaries
Structured summaries of uploaded documents, including photos and scans, with key obligations and potential issues flagged.
Case Fact Grid
Facts from every document in a matter in one grid: six standard columns plus up to 10 of your own, each cell with its source.
Playbook Reviews
Check a contract against a review playbook and get red, amber and green flags. 13 starter playbooks included, or write your own.
Entity Extraction
Pull the people and companies named in a document, with their contact details, and add them to your contacts after a quick review.
Document Drafting
Generate documents from templates with AI assistance. Full version control so you can track every change.
AI Email Composer
Context-aware email drafting with adjustable tone, from formal client correspondence to quick internal updates.
Ask AI About a Matter
Ask a question in plain language across a matter's documents. Each answer links to the documents it used.
Starter Library
36 prompts, 13 review playbooks and 24 document templates by practice area, in English, Spanish and French.
Workflow Automation
Automate notifications and milestone creation with when/then rules tied to lead, matter and email events.
…the Employee shall not engage in any competing business for a period of 24 months following termination…
…non-compete restriction of 12 months within a 50-mile radius of the principal office…
…no non-compete clause present. Non-solicitation only, 6 months…
Following our review of the non-compete provisions in your employment agreement, we note that the 24-month restriction…
Search & Draft
Search Everything. Draft Anything.
Search across all your matters and documents in natural language. Draft new documents with AI that understands your practice context, from client letters to NDAs.
- Natural language search across all documents and matters
- Highlighted snippets with source references
- AI drafting with full practice context
Organization & Management
Structure your practice your way, with flexible tools to categorize, track, and manage every aspect of your work.
Tags & Labels
Custom tags for matters and leads. Build your own labels and filter across your practice.
Practice Areas
Tag every lead and matter with a practice area, and start from a stage template built for your type of work.
Related Matters
Link matters that share parties, facts or legal issues, and move between related cases in one click.
Milestones
Set key dates and milestones for every matter. Track progress and never miss a court deadline or filing date.
Your Language
Use Flow in English, Spanish or French, and sign in with Google, Microsoft or your email.
Team Management
Invite team members, assign roles, and manage permissions. Everyone sees exactly what they need, nothing more.
Leads & Conflicts
From First Contact to Case Closed
Capture leads from your Lawzana listing, your website, your contact page or by hand. Check for conflicts before a lead becomes a matter. Track every milestone and deadline in one timeline.
- Multi-source lead capture with pipeline stages
- Conflict check before a lead becomes a matter
- One-click conversion from lead to matter
Security and Privacy
How Flow protects your clients' files.
Data Encryption
Encrypted in transit over HTTPS, and encrypted at rest by our cloud providers.
File Storage Region
Uploaded files are stored in the US, Europe or Singapore, in one region per firm.
Google's AI, Set Up for Privacy
Documents are processed by Google Vertex AI. Google does not use your content to train its models.
Access Control
Role-based access control with four permission tiers. Define exactly who can view, edit, or manage each part of your practice.
Audit Logs
An audit log of changes to leads, matters, documents and your team, for the firm owner.
Billing & Finance
Track time, send invoices and see who owes you, without a separate billing tool.
Time Tracking
Start a timer or log time on any matter. Set rates per client or per lawyer, rounded to your billing increment.
Hourly or Flat Fee
Bill each matter by the hour, a flat fee or a mix of both. Flow builds the invoice lines for you.
Invoices
Invoices in your currency, with your VAT or GST and tax ID. Email them to clients, record payments and send reminders.
Expenses
Log expenses on a matter, add a markup if you charge one, and bill them on the next invoice.
Trust Accounts
Keep client money apart from your own, with deposits, payments out and reconciliation.
Finance Dashboard
Billed and collected amounts, unpaid invoices by age, cash flow and hours by lawyer, at a glance.
Ready to Get Started?
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