Product
The connected workspace for legal work.
Everything a matter touches — contacts, dates, documents, notes, messages, billing, and client access — stays tied to the case instead of scattered across tools.
Cases
The case is the organizing unit. Contacts, dates, documents, notes, messages, billing, and client access stay tied to the matter.
Inside a case →Contacts
Clients, attorneys, courts, judges, staff, and related parties are organized in one system.
Explore contacts →Calendar
Hearings, appointments, reminders, and deadlines stay connected to the relevant case.
How the calendar works →Tasks
Work can be assigned, tracked, and resolved with full case context.
How tasks work →Documents
Documents stay with the matter instead of being scattered across folders and drives.
Inside documents →Messages
Calls, emails, and case communications can be logged where the work is happening.
How messages work →Notes
Internal staff notes stay attached to the case and separated from client-facing information.
Inside notes →Billing
Time, invoices, balances, and payments remain connected to the case.
How billing works →Client Portal
Clients can access selected matter information, documents, messages, and invoices.
Inside the client portal →Search
Firm information can be found quickly across contacts, cases, documents, dates, notes, and billing records.