See the practice clearly
The firm's key dates at risk and every open matter, without asking for a report.
Every open matter on one board.
Active, on hold and closed, with the type and client on each card.
A firm admin holds the settings.
Roles, the team, modules, sessions and the audit log.
Roles
Firm admin, lawyer, paralegal.
Team
Invited and removed by a firm admin.
Modules
Switched on per firm.
Sessions
Listed and revocable.
Audit log
Append-only, read-only.