Lawzana Flow

Matters · 1:51

Deadlines, client portal, time and invoice

Run a matter in Lawzana Flow: the matter board, deadlines with reminders on the firm calendar, a secure client portal, time entries and a flat-fee invoice emailed from the matter.

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Chapters

  1. Matters board
  2. Deadlines
  3. Client portal
  4. Home
  5. Time
  6. Invoice

Transcript

  1. Every matter sits on one board, from intake to signing.
  2. Ploy drags Lukas's purchase to Review.
  3. She adds the signing date once, with a reminder 3 days before.
  4. It joins every other deadline on the firm calendar.
  5. She shares the matter with Lukas in a secure portal.
  6. He sends the revised SPA there, not by email.
  7. Next morning, Home shows what changed and what's due.
  8. Time goes on the matter in a few seconds.
  9. The flat fee becomes an invoice, finalized and emailed to Lukas from the matter.

Read more in the help center

Getting Started with Lawzana Flow Create your free account, follow the setup checklist, and get your first matter, document, and workflow running. Matter Management Organize your active work with stages, deadlines, participants, billing, and matter-level AI.

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AI tools · 1:36 Playbook review, Fact Grid and cited answers Lawzana Flow's AI on a live matter: a purchase-agreement playbook review with cited findings, a Fact Grid across the documents, and answers to questions about the whole matter that cite each page.

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