
Run-the-firm resources
Checklists and templates for intake, matter setup, document flow, and billing basics.
Browse ResourcesOpen one app. See everything that matters.
Tasks, docs, time, and timelines—your command center for getting things done.
Start a matter See a quick tourSolo today. Scalable tomorrow.
Start lean and add teammates as you grow. Roles, permissions, and shared timelines keep everyone in sync.
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Launch a clean matter in minutes
Pick a template, assign owners, and watch your case timeline build itself.
Start free Meet an advisor-
Organized
Matters, tasks, docs, and time in one place. -
Transparent
Clients see progress; you see fewer “just checking” emails. -
Repeatable
Template what works and reuse it firm-wide.
Billing, Clear
Plain-language entries and predictable cycles build trust.
Documents, Current
Versioning and approvals without the email pile-up.
Practical workshops for busy firms
Short, focused sessions on matter setup, doc flow, and client updates.
See all EventsA calmer way to work your matters
See priorities, not noise. Ship filings and updates on time—without the scramble.
Start free Talk to a product specialist
Share context, not chaos
Invite co-counsel, accountants, or experts to the exact tasks and documents they need—nothing more.
Add your first collaboratorEveryday workflows, elevated
Intake ➝ matter ➝ doc ➝ bill: smooth handoffs, fewer stalls.
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