One folder per matter, automatically
Every matter has a structured document workspace. Drop a PDF in, it lands in the right place.
Every matter has a structured document workspace. Drop a PDF in, it lands in the right place.
See every version of a document, who edited it, and when. Restore an older version without reopening the email chain.
Share a folder with a client through the encrypted client portal. They upload, you receive — no email attachments, no risk.
Documents organized by matter and folder, with full text search.
Track every revision; restore any prior version.
Tag by type (pleading, contract, exhibit) and filter instantly.
Send links via the client portal with role-based access.
Generate engagement letters, demand letters, and pleadings from matter data.
Send documents for signature without leaving the matter.
Yes. Drag-and-drop or scripted migration is supported during onboarding.
They get a secure invitation to the portal — no separate account creation needed.
Matters, deadlines, documents, and client records in one place.
Learn about Case ManagementCapture leads, qualify them, and convert into matters.
Learn about Client IntakeTime tracking, invoicing, and trust accounting linked to matters.
Learn about Legal Billing