Industry
Legal
Run your practice, not just your cases.
Bring client intake, matters, documents, billing, and communication together in one platform.
What you get
- Client intake
- Matter management
- Document management
- Time tracking & billing
- Secure client communication
- Consultation scheduling
Platform key features
What the platform includes for this industry, module by module.
Legal Platform
20 featuresClient Management & Profiles
Clients, contacts, matters, and relationship history
Case/Matter Management
Matters, status, parties, and everything filed against each
Appointment & Consultation Scheduling
Consultations, availability, and calendar per attorney
Lead & Intake Management
Enquiries, conflict checks, intake forms, and conversion
Document Management
Filing, versions, templates, and matter-linked storage
Digital Forms & E-Signatures
Engagement letters and forms, signed online
Task & Deadline Management
Assignments, due dates, and matter checklists
Court Date & Hearing Tracking
Hearings, filings, and statutory dates with reminders
Time Tracking
Billable and non-billable time, by matter and by attorney
Billing & Invoicing
Hourly, flat-fee, and contingency billing with statements
Retainer Management
Trust balances, draw-downs, and replenishment requests
Payment Processing
Card and online payments against invoices and retainers
Client Communication & Messaging
Messages, updates, and a record of every exchange
Automated Follow-Ups
Reminders for clients, documents, and outstanding balances
Staff & Attorney Management
Roles, caseloads, permissions, and productivity
Case Notes & Activity History
Notes, calls, and a chronological record per matter
Marketing & Lead Tracking
Campaigns, sources, and which of them become clients
Business Analytics & Reports
Revenue, realisation, matter profitability, and pipeline
Secure Client Portal
Clients see their matter, documents, and invoices in one place
Multi-Office Management
One account across offices, with per-office staff and reporting
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Ready to Run Your Business Smarter?
Bring your business tools, customers, payments, marketing, and operations together in one platform.