Case Management
Stay organized, and access the information you need—from anywhere, at any time.
Document Management
Edit, store, and organize your legal documents securely and directly in the cloud.
Billing
Create custom bill plans based on fee structure and reduce manual data entry. Bill via email or our secure client portal.
Contact Management
Easily organize contact details, documents, and communication logs from intake to invoice.
Accounting
Simplify reconciliations and comply with trust accounting regulations. Sync to third-party accounting systems.
Calendaring
Stay on top of deadlines, with legal-specific features like Court Rules.
Task Management
Assign and track tasks. Report on task progress, identify roadblocks, and better manage productivity.
Invoice Exchange
Digital invoice exchange. Get paid faster and make it easier for clients to pay by sending digital invoices.
Time & Expense Tracking
Make billing easy and accurate with features like Timekeeper and enhanced expense tracking.
Insights Dashboard
See how many hours your firm has captured, billed, and collected in one dashboard.