Your whole firm, in good order.

Matters & contacts

Every case with its client, tags, team and history — plus instant conflict checks.

Calendar & tasks

Court dates, deadlines and to-dos, assigned to anyone and linked to the matter.

Time & expenses

A one-click timer that rounds to the tenth of an hour, plus expense tracking.

Invoices & payments

Emailed invoices clients pay by card straight to your Stripe, or by Zelle QR.

Smart Forms

One client questionnaire fills G-28, I-130, I-485, I-765, I-864 and addendums.

USCIS form library

Current USCIS editions shared with every firm, ready to start for a matter.

AI case audit

Finds gaps in address and job history and mismatched answers before you file.

Leads pipeline

Track prospects stage by stage; AI screens new leads and drafts replies.

Scribe

Record or upload meetings — get a transcript, memo, tasks and billable time.

Matter documents

Store files per matter and open any PDF straight in the editor.

E-signatures & templates

Secure signing links — no client account — and merge-ready letter templates.

Full PDF toolkit

Edit, merge, split, organize, compress, convert, OCR and Bates-number.

Staff chat

Firm-wide channel, direct messages and private groups, in real time.

Time clock & PTO

Clock in and out, shift schedules, timesheets and time-off approvals.

Easy import

Bring contacts, matters, tasks, time and invoices from Clio — with one-click undo.

Built for teams

Invite your lawyers and staff. Everyone works from the same firm data.