One connected record
Parties, to-dos, key dates, documents and a timeline, on the matter they belong to.
Every open matter on one board.
Active, on hold and closed, each matter a card with its reference, type and client.
Every key date, soonest first.
Court, filing and limitation dates across the firm, with reminders by email and in the app.
One directory. Clients and contacts.
The people and organisations a firm deals with, each with every linked matter.
Matters, key dates and clients, in motion.
Demonstration firm. Synthetic records.
Find it before you open it.
Search
Matters, clients and documents, from any screen.
Conflict check
Screen a name against your firm's own records before the file opens.
A rule-based helper
Ask where something is, and it points you to the screen.
The work behind every matter.
Matters
Parties, to-dos, key dates, saved views and a chronology that writes itself.
See mattersClients and contacts
One directory, every linked matter, and name screening against your own records.
See clients and contactsDocuments
Upload a file or attach a link, with a permission check on every download.
See documents