Everything your firm needs

Keep every matter organized with a dedicated workspace — documents, deadlines, hearings, tasks, notes, contacts, calendar, and full history in one place.

• Unlimited cases with court details & docket numbers
• Case status tracking (open, pending, closed)
• Practice area & jurisdiction tagging
• Per-case contact linking with roles

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Ask questions about your matters, documents, deadlines, and billing in plain language. Get instant answers with source citations.

• Multi-session chat with conversation memory
• Server-side session persistence — syncs across devices
• AI chat available on every dashboard page
• Search across documents, matters, tasks, notes, events, contacts, and leads

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Centralized deadline calendar with month, week, day, and list views — auto-populated from documents and custom events.

• Month, week, day, and list views
• Filter by case, urgency, court, or deadline type
• Philippine court holidays built in
• Bidirectional sync with Google Calendar & Outlook

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Upload, organize, and search legal documents by case. Files are stored securely and instantly searchable across your firm.

• Folder hierarchy with drag-and-drop organization
• Document versioning with version history and restore
• Secure upload with bank-grade encryption
• Instantly searchable after upload

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Create tasks manually or from recorded deadlines. Track status, priority, assignee, and deadline type with overdue detection.

• Status workflow: to do → in progress → waiting → completed
• Priority levels (high, medium, low)
• Link tasks to documents & deadlines
• Overdue detection with visual indicators

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Add timestamped notes to any case — track developments, strategy, internal memos, and follow-up actions.

• Rich text notes per case
• Chronological note history
• Quick-add from case workspace
• Search across all notes

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Manage clients, opposing counsel, judges, witnesses, and other parties. Link contacts to cases with grouped roles.

• Grouped role categories (client parties, legal professionals, court personnel)
• Link contacts to multiple cases
• Contact details: phone, email, organization
• Global contact directory with search

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Log billable hours against cases with customizable rates. Track time entries and generate reports.

• Per-case time entries with descriptions
• Customizable hourly billing rates
• Date and duration tracking
• Filter by case, date range, or status

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Generate multi-currency invoices from time entries and billable expenses, customize your firm branding, email clients, and track payments and outstanding balances.

• Matter-linked billable and non-billable expense tracking
• Receipt attachments with vendor, VAT, and withholding details
• Add billable expenses to draft invoices
• Unrecovered and reimbursed expense status

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Record matter expenses, attach receipts, and recover billable costs through invoices. Track vendor, tax, and reimbursement details in one place.

• Billable and non-billable expenses linked to matters
• Receipt attachments and vendor details
• VAT and withholding details per expense
• Add billable costs to draft invoices and track recovery

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Review cash received, expenses paid, monthly income versus expenses, and matter profitability. Track outstanding invoices and unbilled work, with CSV and PDF report exports.

• Cash received, expenses paid, and monthly comparisons
• Matter profitability and net contribution
• Outstanding invoices, unbilled time, and unbilled expenses
• CSV downloads and printable PDF reports

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Record client funds received, apply available balances to invoices, and track refunds and adjustments. Produce client ledger statements with running balances and low-balance alerts.

• Deposits, refunds, and adjustments
• Apply available client funds to invoices
• Client ledger statements with running balances
• Configurable low-balance alerts

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Manage client trust accounts with deposits, disbursements, running balances, and detailed transaction records — all linked to the right matter.

• Per-matter trust account creation
• Deposit and disbursement tracking
• Automatic running balance calculation
• Multi-currency trust accounts

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Manage monthly retainer hours, rollover rules, and utilization reports. Connect agreement tracking with a separate client funds ledger for deposits, invoice applications, and balances.

• Monthly retainer hour allocations
• Automatic used/remaining hour calculation
• Rollover rules with configurable max months
• Per-period utilization tracking

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Track prospective clients from inquiry to engagement. Run conflict checks and convert leads into cases.

• Lead pipeline with status tracking
• Conflict of interest checks
• One-click conversion to active case
• Source & referral tracking

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Search across all cases, documents, contacts, and deadlines with natural language queries.

• Natural language search across all firm knowledge
• Search matters, documents, tasks, time, notes, calendar, leads
• AI-assisted context matching with source citations
• Follow-up suggestion chips for quick exploration

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Complete record of all actions across your workspace — uploads, edits, status changes, and exports.

• Per-case activity timeline
• Document upload & processing history
• Task and deadline status changes
• Team member action tracking

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