Everything below ships in every plan. No modules, no gated tiers, no surprise invoices — the whole platform, from document automation to trust accounting.
A complete file system for every case, contact and your whole firm — folders, permissions, share links and zip downloads.
Open any document straight into Word desktop, edit it, and save it right back to the case — no downloads, no copies.
The easiest template builder in legal — build merge-field templates inside Word itself with our Add-In. Click a field, it lands in your document.
File emails and attachments to the right case without leaving your inbox. Case numbers in the subject are detected automatically.
Let clients pay invoices online by card or ACH through payment rails built exclusively for law firms.
Route every payment to the correct account — operating or IOLTA trust — with per-case ledgers that keep you compliant.
Build invoices from your service catalog, run batch billing, and message clients about invoices in-app.
A built-in timekeeper with categories and types, feeding straight into billing and productivity reports.
Every matter in one place — files, forms, email, invoices, payments, court dates, phases and history.
Rich contact profiles with their own files, forms and email threads — reusable as parties across cases.
Firm calendars with day-to-year views, plus dedicated tracking for court appearances and review deadlines.
A visual form builder tied to your case types. Clients complete intake from the portal; AI can prefill the rest.
Place signature fields in your Word templates, send for signature, and track every signing event.
A secure portal where clients view shared files, upload documents, complete forms, sign and pay.
Email threads stored per case and contact, invoice messaging, and live in-app notifications.
Refer and co-counsel cases with other firms — share matters across offices with full control.
A streaming AI assistant with per-case context — ask about any matter, upload files into the chat, get instant case summaries.
Talk to your practice. A WebRTC voice assistant handles setup, answers questions and works hands-free.
The AI doesn’t just answer — it acts. Create cases, schedule dates, generate documents from templates, email clients.
From A/R aging to attorney utilization to trust ledgers — every number your firm runs on, exportable to Excel or PDF.
Attorney, paralegal and staff roles, sign-in auditing, inactivity timeouts and token-based sessions.
Built-in HIPAA workflows including Business Associate Agreement handling for health-adjacent practices.
A guided onboarding wizard, 70+ practice areas, document defaults and your own brand colors across the client experience.
In-app video tutorials for every workflow, so new hires ramp in days rather than months.
Documents, templates, trust accounting and AI — one platform, one login, one price. Set up in an afternoon.
No credit card required · Free onboarding · Cancel anytime
