Built around how your firm actually works

One shared client and matter record, from first inquiry to final invoice. Pick the lens that fits you — we'll tailor your setup when you request access.

By practice area

Tuned to your matters

Intake questions, conflict checks, templates, and workflows that fit the work you do.

Immigration
24/7 multilingual intake, conflict checks, and AI qualification built for high-volume immigration work.
Family law
Sensitive intake, deadline tracking, and a client portal that keeps emotional matters organized.
Employment
Screen claims fast with AI qualification and clean conflict checks against employers.
Estate planning
Templated engagement letters and document generation for wills, trusts, and probate.
Criminal defense
Rapid intake and court-date tracking so nothing slips while you're in court.
Personal injury
Lead scoring and source tracking to focus on the cases worth taking.
Business & compliance
Entity formation, agreements, and matter workflows with full activity history.
Real estate
Transaction checklists, documents, and secure client document exchange.
Bankruptcy
Structured intake and document collection to move filings along.
Civil litigation
Matters, parties, deadlines, and e-filing with proof of delivery.

By firm size

Right-sized for your team

Start solo and add seats as you grow — the same shared record the whole way.

Solo practice
Run intake, matters, and billing yourself — the AI handles the busywork.
Small firm
A few attorneys and staff, one shared client & matter record, no duplicate entry.
Growing firm
Add seats, assign owners, and track the pipeline as you scale.

By role

Something for everyone on the team

Attorneys, paralegals, and office staff each get a view built for their work.

Attorneys & partners
Qualified leads, matter intelligence, and AI drafts you review — never auto-sent.
Paralegals
Intake, document collection, tasks, and deadlines in one place.
Office managers
Team, billing, and the client portal under one admin.
Billing & intake staff
Capture every lead and every billable hour, invoice without re-keying.

Not sure which fits?

Tell us about your firm and we'll set you up — new firms get a 14-day free trial after approval.

Request access