Law firm
Law firm keeps every matter of your practice in one place: the client, the other parties, the lawyer in charge, the deadlines, the time, the documents and the mail.
For a law firm: matters with their clients and parties, a conflict check by an AI agent before a matter opens, deadlines on a calendar with mails before them, time on each matter, monthly bills drafted by an AI agent, mail filed on each matter by its own address, and a portal for clients. Each lawyer works their own matters.
Try it
Contacts, Staff, Time entries, Business details, Customers, Payments, Invoices, Tasks, Matters, Matter documents
Try it freeWhat it does for you
Nothing hangs on a diary or on what someone remembers.
Before a matter opens, the Conflict checker, an AI agent, searches its client and every party against all your contacts, clients and the parties of your other matters, and writes what it found. A clear matter opens; a possible conflict waits for you to clear it or refuse it. When a matter opens, the client gets a mail with the name of their lawyer.
- Each matter has its own mail address, once you let the base take mail in Settings. Forward a mail to it, or copy it in, and the mail and its files are filed on the matter. Clients may mail their documents to it too.
- Court dates, filings and limitation dates are on a calendar. The lawyer gets a mail 7, 3 and 1 days before each one, and each Monday you get the list of the next two weeks.
- Each lawyer sees only the matters in their charge, with their parties, documents, deadlines and bills, and records their own time. The legal assistant opens matters, enters the court dates and the filings for every lawyer and files the documents.
- On the 1st of each month the Bill writer, an AI agent, drafts a bill for each matter from the time not billed yet, with a short account of the work. You approve the bill and the base mails it. Your clients sign in to a portal where they see their own matters, the documents you share with them and their bills. With Departments, each matter and each lawyer belongs to a practice group, such as Litigation or Property.
Make it yours
Your business is not quite like any other. Ask the assistant for what is missing, in your own words: a new step, an email, a list, a rule. Every change is shown before it happens, and any change can be undone.
Mail the deadline reminders 14 days before a court date too.Let a lawyer see every matter of the firm, but change only their own.Mail me when a client's bill is overdue by 30 days.
Add-ons that change it
Each of these adds one more thing to your base. Tick the ones you want when you create your base, and add or remove them later in Settings, Modules.
Departments
The groups of people under a manager: departments, regions, teams, crews and portfolios.
Reports
The reports that agents write each week or month.
Requests
Requests: what contacts ask the business for, and its reply.