Law is complex. Managing it shouldn’t be.
Keep every matter, case file, deadline, and client interaction in one powerful hub. With AI-driven workflows and real-time collaboration, you’ll never lose track, miss a date, or waste another billable hour. Finally—clarity, control, and confidence for your entire practice.
Matter & Case Management—built for modern law firms
Organize every matter and case, connect every workflow, and ship work faster.
Simplify complexity
Law is Complex. We Make It Simple.
All your matters and cases organized in one connected workspace — so you never lose track.
• Centralized matter hub with smart search and tagging
• All files, billing, and communication linked to the right case
• One dashboard to replace scattered apps and spreadsheets
Automate the routine
Run Your Firm Without the Busywork
From intake to closure, workflows handle the admin while you focus on lawyering.
• AI-generated intake forms that auto-create matter files
• Customizable workflows for litigation, advisory, or compliance
• Automated task lists and reminders for every stage of a matter
Connected by design
Everything. Everyone. In One Place.
Keep your team and clients perfectly aligned with real-time collaboration.
• Role-based task assignments with real-time tracking
• Shared calendars and case timelines for full visibility
• Secure client portals for live updates and documents
Intelligence that works
AI That Does More Than Assist
Our AI acts like a digital paralegal — calculating, organizing, and prioritizing for you.
• AI deadline engine that adapts to court rules and holidays
• Smart workload balancing with prioritized task lists
• Automated document organization and template suggestions
Built for lawyers. Designed for the future.
We believe managing matters and cases should be simple, connected, and intelligent. Our platform is guided by a clear mission: remove complexity from legal work and give firms the clarity, control, and time they deserve.
Learn About Our Mission
Everything your firm needs
Centralized. Searchable. Synced.
Link every contact, document, event, note, time entry, and invoice to the right matter.
Track progress at a glance, collaborate securely, and move work forward—on any device.
Less admin. More advocacy. Free your team to deliver great client outcomes while the platform handles the busywork.
Smart templates, pipelines, and audit history
- Matter templates, checklists, SLA timers
- Custom fields, budgets & rate cards
- Status pipelines with milestones & dependencies
- Full audit history—know who changed what, when
From intake to eSign, fully streamlined
- Versioned document storage with search
- eSign, mail-merge & automated templates
- Online intake forms that auto-create matters
- OCR, tagging & granular permissions
- Integrations with Outlook, Google Drive, Dropbox
Get paid faster with trust-compliant billing
- 1-click timers, batch time entry & expenses
- Hourly, fixed, or contingency fee plans
- Trust/IOLTA with three-way sync
- Online payments & payment plans
- Accounting & tax-ready exports
Smarter teamwork, sharper decisions
- Secure client & co-counsel portals
- Role-based access & ethical walls
- Secure messaging & file sharing
- Two-way email & calendar sync
- AI summaries, auto-drafted tasks & dashboards
- Custom reports & PI toolkit for liens & damages
See what we’re up to – follow us!
Legal industry events
Insights, demos, and workshops on modern matter & case management—join us live or watch on-demand.
We are eager to be in touch with you in the following channels:
All-in-one power
The Only Platform You’ll Ever Need
Stop juggling tools. Manage every aspect of your practice from one seamless platform.
• One login, one workspace, everything connected
• No reliance on external add-ons or patchwork integrations
• Scales with your firm from solo practice to enterprise
