Try the modules

Browse matters, open a case, and see how everything ties together.

Workflow: Matter list → matter detail → timeline

Watch a lead arrive by form, voicemail, or email — and get answered in 30 seconds.

Workflow: Inquiry received → screening → intake response → reply → key names → Conflict Checker

Run a prospective client against your book and see a flag fire on a near-miss.

Workflow: New lead → fuzzy check → flag or clear → audit trail

Log time and expenses, generate an invoice, and watch the trust balance update.

Workflow: Time entries → invoice → payment → trust ledger

Review accounts, reconcile a bank feed, and see where the money goes.

Workflow: Chart of accounts → reconciliation → P&L preview

Move leads through a pipeline and capture intake details as you go.

Workflow: Lead pipeline → intake form → booked consult

Pick a template, fill merge fields, and preview the generated document.

Workflow: Template → merge fields → generated document

Prepare a document, place signature blocks, and send it for signing.

Workflow: Upload → place fields → send → audit trail

See what a client sees: shared files, invoices, and message threads.

Workflow: Client login → shared files → invoice → message

Explore dashboards that update from the same data you already entered.

Workflow: Dashboard cards → revenue chart → matter profitability

Trigger a workflow and watch tasks advance as you complete steps.

Workflow: Template → trigger → status board → completion