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.
Getting Started with Lawzana Flow
Welcome to Lawzana Flow, practice management for solo practitioners and small law firms. Leads, matters, documents, time, invoices and the client portal live in one place, with AI that reads your documents and helps you draft. This guide walks you through your first steps.
Creating Your Account#
Every firm starts on the Free plan. There's no trial to run out and no card to enter.
- Visit flow.lawzana.com and click Create your free account
- Enter your name, email, a password, your firm's name and its main practice area (or click Continue with Google or Continue with Microsoft)
- Optionally tell us what brings you to Flow, or skip that step
- If you signed up with email, click the verification link we send you, then sign in
You land on Home, where a short Get set up checklist suggests your first steps: create your first matter, add its next deadline, upload a document, and invite a colleague or share with a client. There is also a Set up invoicing step, which only owners and admins can complete; for everyone else it already shows as done. You can do them in any order, or hide the card. The card also has a link to book a free setup call with our team.
Your workspace starts with a sample matter and a sample lead, marked "Demo", so you can look around. Owners and admins can remove them with Clear demo data on the setup card; Flow also removes an untouched sample matter after 30 days.
Flow is available in English, Spanish and French. Switch language from the menu under your name.
Set Up Invoicing#
If you'll bill clients from Flow, do this once, before anyone logs time. The Set up invoicing step on the Get set up card opens Settings → Invoicing & rates, where an owner or admin sets:
- Your billing currency, default hourly rate and payment terms
- The billing increment and rounding for time
- An hourly rate for each fee earner
- The default tax rate and the tax name printed on invoices (for example VAT)
- The invoice number prefix and your firm's tax ID
- Payment instructions, such as your bank details, printed on every invoice
Click Save invoicing settings. The step is ticked once this form has been saved, or once your firm has an invoice. The Billing page in the sidebar shows the same starting steps until anything has been logged. See Settings and Invoicing.
Coming From the Lawzana Directory#
If your firm is listed on lawzana.com, you don't need to register separately. Click Open in Flow on a lead in your Lawzana dashboard:
- First time: one confirmation screen shows the firm, the lead and where your documents will be stored (United States, Europe or Asia Pacific, pre-selected from your firm's country; it can't be changed later). Flow then creates your Free workspace, signs you in without a password and opens the lead. Leads and messages from the last 90 days come with it; choose Import older leads too if you want more.
- After that: once your firm is connected, Open in Flow goes straight to the lead's file.
There's no setup wizard on this path. A paid Directory plan also adds Flow seats and AI credits to your workspace (see Billing & Plans).
File Storage Region#
| Region | Location |
|---|---|
| United States | Iowa, United States |
| Europe | Belgium |
| Asia Pacific | Singapore |
Firms that sign up directly on flow.lawzana.com store their files in the Europe region. You can see your region in Settings → General, under File Storage Region.
Home#
Home is your starting page. While you're getting set up it shows the Get set up checklist. Every day it shows Needs attention, Deadlines & hearings, leads Waiting for a reply, Matter updates, My week and your lead Reminders, with quick buttons to add a matter, log time, add a deadline or upload a file.
Navigation#
The left sidebar gives you quick access to every section:
| Section | What It Does |
|---|---|
| Home | Your setup checklist and what needs attention today |
| Leads | Potential clients and inquiries |
| Matters | Your active cases and matters |
| Calendar | Deadlines and lead reminders |
| Contacts | People and companies |
| Documents | Your Files, Drafts & templates, and Prompts & playbooks |
| Assistant | Full-screen AI assistant chat |
| Email Review | Forwarded emails waiting for you to file them (shown only when there are some) |
| Billing | Unbilled work, unpaid invoices, payments, trust accounts and the export for your accountant (owners and admins) |
| Conflicts | Conflict checks (owners and admins; others see it only when a conflict is pending) |
| Notifications | Recent alerts and updates |
| Help | Support and documentation |
| Settings | Firm configuration (owners and admins) |
Your First Matter#
- Go to Leads in the sidebar
- Click New Lead and enter the potential client's details
- When the lead becomes a client, click Convert on the lead's page
- Set a title for the matter and click Create Matter
Or create a matter directly:
- Go to Matters in the sidebar
- Click New matter
- Fill in the title and client name, and optionally the practice area and the next deadline
- The matter is created in the default stage of your pipeline
Uploading Your First Document#
- Open a matter and go to the Documents tab
- Click Upload or drag and drop files
- Supported formats: PDF, Word, Excel, PowerPoint, email files (.eml, .msg), text files and photos
- Maximum file size: 25 MB
- Once uploaded, Lawzana Flow reads supported documents and pulls out their key facts (dates, names, amounts, claims)
You can then:
- Generate Summary with one click
- Review the key facts, each with its source
- Chat with the document to ask questions about its contents
What's Next?#
- Lead Management: Learn to manage your lead pipeline
- Matter Management: Organize cases with Kanban boards
- AI Features: Explore AI-powered document analysis
- Team & Roles: Set up your team with the right permissions
- Invoicing: Bill your clients from a matter
- Settings: Configure your firm's workflows