Everything your firm needs

Full case workspace with tabs for overview, documents, deadlines, hearings, tasks, notes, contacts, calendar, and audit trail.

• 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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Every document, matter, task, note, contact, and calendar entry feeds a tenant-scoped knowledge graph so you can search/chat with citations. Legacy extraction data stays read-only for historical uploads.

• Tenant-scoped Qdrant `knowledge_items` collection
• Structured snippets for documents, matters, tasks, notes, events, contacts
• Semantic filters (matterId, entity type, permissions)
• AI chat citations link back to the original record

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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
• ICS & CSV export to Outlook/Google Calendar

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Upload, organize, and search legal documents by case. Files store instantly in S3 and their metadata is indexed for knowledge search and chat.

• PDF & DOCX upload with OCR for scanned files
• Immediate metadata indexing (no background queue)
• Per-document status + historical extraction counts
• Full-text search across all filings

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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 professional invoices from time entries and send them directly to clients via email.

• Generate invoices from billable time
• Tax settings & multiple line items
• Email invoices directly to clients
• Payment status 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 data
• Search cases, documents, parties, deadlines
• AI-assisted context matching
• Instant results with source references

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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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