



Why Choose this Service?
Capture every billable minute and generate compliant invoices instantly.
Built-in tools for trust accounting rules (IOLTA) and data privacy (GDPR/HIPAA).
Generate complex legal documents in seconds using smart templates.
Encrypted portals for sharing sensitive documents and updates with clients.
Access case files and time-tracking tools from court or home.
Real-time dashboards for firm profitability, realization rates, and associate performance.
A single source of truth for all case files, emails, and timelines.
Key Features:
Matter Management
Centralize all case details, including parties, timelines, tasks, and communications, ensuring your team always has the latest information at their fingertips.
Legal Accounting and Trust
Integrated general ledger and trust accounting features designed to ensure strict compliance with legal industry standards and prevent commingling of funds.
Time and Expense Tracking
Effortlessly capture billable time across devices with multiple timers and automated expense entry to maximize firm revenue and reduce leakage.
Document Management
Secure cloud storage with version control, full-text search, and seamless integration with Microsoft Office and email platforms for effortless filing.
Client Intake and CRM
Streamline the client onboarding process with digital intake forms, conflict checks, and automated engagement letters to convert leads faster.
Secure Client Portal
Provide clients with a branded, secure environment to view case status, upload documents, and pay invoices online, enhancing the client experience.
Legal Billing
Flexible billing options (hourly, flat fee, contingency) with batch invoicing capabilities and automated payment reminders to shorten collection cycles.
Matter Management
Centralize all case details, including parties, timelines, tasks, and communications, ensuring your team always has the latest information at their fingertips.
Legal Accounting and Trust
Integrated general ledger and trust accounting features designed to ensure strict compliance with legal industry standards and prevent commingling of funds.
Time and Expense Tracking
Effortlessly capture billable time across devices with multiple timers and automated expense entry to maximize firm revenue and reduce leakage.
Document Management
Secure cloud storage with version control, full-text search, and seamless integration with Microsoft Office and email platforms for effortless filing.
Client Intake and CRM
Streamline the client onboarding process with digital intake forms, conflict checks, and automated engagement letters to convert leads faster.
Secure Client Portal
Provide clients with a branded, secure environment to view case status, upload documents, and pay invoices online, enhancing the client experience.
Legal Billing
Flexible billing options (hourly, flat fee, contingency) with batch invoicing capabilities and automated payment reminders to shorten collection cycles.
Matter Management
Centralize all case details, including parties, timelines, tasks, and communications, ensuring your team always has the latest information at their fingertips.
Legal Accounting and Trust
Integrated general ledger and trust accounting features designed to ensure strict compliance with legal industry standards and prevent commingling of funds.
Time and Expense Tracking
Effortlessly capture billable time across devices with multiple timers and automated expense entry to maximize firm revenue and reduce leakage.
Document Management
Secure cloud storage with version control, full-text search, and seamless integration with Microsoft Office and email platforms for effortless filing.
Client Intake and CRM
Streamline the client onboarding process with digital intake forms, conflict checks, and automated engagement letters to convert leads faster.
Secure Client Portal
Provide clients with a branded, secure environment to view case status, upload documents, and pay invoices online, enhancing the client experience.
Legal Billing
Flexible billing options (hourly, flat fee, contingency) with batch invoicing capabilities and automated payment reminders to shorten collection cycles.
Matter Management
Centralize all case details, including parties, timelines, tasks, and communications, ensuring your team always has the latest information at their fingertips.
Legal Accounting and Trust
Integrated general ledger and trust accounting features designed to ensure strict compliance with legal industry standards and prevent commingling of funds.
Time and Expense Tracking
Effortlessly capture billable time across devices with multiple timers and automated expense entry to maximize firm revenue and reduce leakage.
Document Management
Secure cloud storage with version control, full-text search, and seamless integration with Microsoft Office and email platforms for effortless filing.
Client Intake and CRM
Streamline the client onboarding process with digital intake forms, conflict checks, and automated engagement letters to convert leads faster.
Secure Client Portal
Provide clients with a branded, secure environment to view case status, upload documents, and pay invoices online, enhancing the client experience.
Legal Billing
Flexible billing options (hourly, flat fee, contingency) with batch invoicing capabilities and automated payment reminders to shorten collection cycles.
Matter Management
Centralize all case details, including parties, timelines, tasks, and communications, ensuring your team always has the latest information at their fingertips.
Legal Accounting and Trust
Integrated general ledger and trust accounting features designed to ensure strict compliance with legal industry standards and prevent commingling of funds.
Time and Expense Tracking
Effortlessly capture billable time across devices with multiple timers and automated expense entry to maximize firm revenue and reduce leakage.
Document Management
Secure cloud storage with version control, full-text search, and seamless integration with Microsoft Office and email platforms for effortless filing.
Client Intake and CRM
Streamline the client onboarding process with digital intake forms, conflict checks, and automated engagement letters to convert leads faster.
Secure Client Portal
Provide clients with a branded, secure environment to view case status, upload documents, and pay invoices online, enhancing the client experience.
Legal Billing
Flexible billing options (hourly, flat fee, contingency) with batch invoicing capabilities and automated payment reminders to shorten collection cycles.
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