Track prospective clients from inquiry to engagement. Run conflict checks and convert leads into cases.
Key capabilities
Track every prospective client from initial inquiry through qualification to engagement. See your pipeline at a glance.
Run conflict of interest checks before taking on new clients. Flag potential conflicts across your existing caseload.
When a lead becomes a client, convert them into an active case with one click. Client details carry over automatically.
Track where leads come from — referrals, website, walk-ins — to understand your firm's business development channels.
Case & Matter Management
Organize every matter, party, document, deadline, and note.
AI Knowledge Workspace
Ask questions across your firm workspace with controlled access.
Legal Calendar
Track firm dates, court deadlines, reminders, and internal events.
Document Management
Upload, organize, search, and connect files to the right matter.
Task Management
Assign work, monitor progress, and keep every action visible.