Every case, every document, every dollar. One system.

You build templates in Word itself, not a clunky web editor. Open the Add-In, click a case or contact field, and a live merge field lands at your cursor, with date formats and formatting variants built in. Save it as a template, attach it to a case type, and every future document drafts itself with real case data.

Payments run on rails built exclusively for law firms. When a client pays, funds route to your operating account or your IOLTA trust account according to how you allocate them. Every case keeps its own trust ledger with starting balances, incoming payments, payouts and a running balance, plus trust reports for reconciliation and compliance.

Yes. Clients receive a secure tokenized payment link, no login required, and pay by credit or debit card (2.95% + $1.00) or ACH bank transfer (1.0% + $1.00, capped at $30). PCI-compliant, with surcharge rules handled for you.

Yes, natively. Billing data syncs to QuickBooks so your books stay clean without double entry. Members connect their own Gmail or Outlook account to send case files and emails from their own address, Outlook calendars sync two-way, and appearance dates push to Google or Outlook Calendar with a Google Meet or Teams link generated as you schedule. The Outlook Add-In even saves received emails straight to a case note.

Every passage the AI draws from a document gets a small numbered badge at the end of the sentence, in Word and in Case File Chat. Click the badge and the source file opens at that exact page. The citation list travels inside the .docx, badges can be hidden so they never print, and one click removes them all. Fact Check then reads the draft against the attached files and the case record and highlights any sentence the sources don’t support, and Case Citation Check looks up every case cited on CourtListener, flagging cites that no case is reported at in red.

No. The AI reads a document only when a member of your firm attaches it to a request, and it is never used to train or improve any model. There is zero retention at the model provider, prepared copies are kept only in your firm’s own storage, and every run is logged to the AI Activity Report: who ran it, when, which feature, which case, which documents it read, and what it cost. The full AI Security Statement is on our security page.

Role-based access for attorneys, paralegals and staff; two-factor authentication with passcodes; sign-in auditing; automatic inactivity timeouts; per-file permissions; and encrypted transfer throughout. HIPAA workflows, including Business Associate Agreements, are built in for practices that need them.

Most firms are running the same afternoon. The guided onboarding (you can literally talk your way through it with the voice assistant) configures your practice areas, case types and billing. Free onboarding support is included on every plan.