The core
Customizable dashboard, matters, documents, tasks & automated workflows, calendar (Google/Outlook sync), roles & permissions, and reporting/KPIs.
Run my firm
Your whole firm, in one connected platform.
Everything you expect from a modern legal case-management platform — with AI built in, not bolted on. Sections connect to each other, so information flows instead of sitting in silos.
What it does
Inside Case Management System.
Billing with AI time capture
AI drafts time entries from your actual work — calls, meetings, activity — so you review instead of running a stopwatch.
Trust accounting & payments
IOLTA-compliant trust accounting and accounting, plus LawPay for secure, trust-compliant card and eCheck payments, links, plans, and portals.
E-signature
Create templates, send contracts, void, search, and send reminders — let AI send documents automatically or do it manually.
Conversation hub
SMS to clients and messages between staff, email connected in, and every message auto-files itself to the right matter. AI can send email/SMS on your behalf and read attachments.
Integrations
Calendars, email, other CRMs, and more — added continuously.
One platform your team actually runs the firm from — with the AI already inside it.
Start your 20-day free trial
No credit card. Full features of your tier — 20 days to explore everything.
Smarter intake. Stronger cases.
See what one AI platform can do for your firm.