Powerful Features for Modern Legal Practice

Everything you need to run your law firm efficiently, powered by AI

Practice Management

Case Management

Track and manage all your legal cases efficiently with timeline tracking, document organization, and task assignments.

  • Case timeline tracking
  • Document organization
  • Task assignments

Document Management

Secure document storage and management system with version control and easy sharing capabilities.

  • Secure cloud storage
  • Version control
  • Easy sharing

Calendar & Scheduling

Manage appointments, court dates, and deadlines with integrated calendar and reminders.

  • Court date management
  • Deadline reminders
  • Client appointments

AI & Technology

AI Legal Analysis

Leverage AI to analyze documents, predict outcomes, and gain strategic insights.

  • Outcome prediction
  • Contract analysis
  • Risk assessment

Audio Transcription

Convert audio recordings into searchable text with AI-powered transcription.

  • Multi-speaker recognition
  • Legal terminology
  • Searchable archives
NEW

E-Signing

Legally binding electronic signatures for documents and contracts.

  • Legally binding
  • Multi-party signing
  • Audit trails

Client Services & Billing

Client Portal

Give clients secure access to their case information and documents.

  • Case status updates
  • Document access
  • Secure messaging
NEW

Finance Module

Complete financial management with invoicing, expenses, and reporting.

  • Invoicing & payments
  • Expense tracking
  • Financial reports

Reports & Analytics

Gain insights into your practice with comprehensive reporting and analytics.

  • Case analytics
  • Performance metrics
  • Custom reports

Legal Finance & Accounting

Complete financial management built for law firms

CRITICAL

Trust Accounting

Legally compliant client fund management. Separate trust vs operating accounts, per-client ledgers, and 3-way reconciliation.

  • Retainer management
  • Overdraw prevention
  • Audit-ready reports

AR Aging & Collections

Track outstanding invoices by age. Automated reminders at 1, 7, 14, and 30 days overdue via email and SMS.

  • 6-bucket aging report
  • Payment plans & installments
  • Write-offs with GL entries

General Ledger

Full double-entry accounting with a legal-specific chart of accounts. Every transaction automatically creates balanced journal entries.

  • Chart of accounts with balances
  • Manual journal entries
  • Trial balance report

Bank & Cash Management

Link payments to specific bank accounts. Import bank statements (CSV/OFX) and auto-match transactions to your ledger.

  • Multi-bank account tracking
  • Bank statement import
  • Auto-matching & reconciliation

Disbursements

Track costs paid on behalf of clients — court fees, expert witnesses, filing costs. Auto-add to client invoices for recovery.

  • Link to matters/cases
  • Auto-rebill to client
  • Receipt uploads
NEW

VAT-Compliant Invoicing

Invoices with automatic VAT calculation. VAT is tracked separately in the ledger as a liability — ready for tax filing.

  • Configurable VAT rate
  • VAT Payable account
  • Professional PDF receipts

Contract Management

End-to-end contract lifecycle management for law firms

NEW

Contract Lifecycle

Manage contracts from draft to expiry with full status tracking, version control, and automated renewal workflows.

  • Draft → Active → Expired flow
  • Version history & change tracking
  • Auto-renewal with configurable notice

Multi-Party Signing

Add multiple parties to a contract with defined roles. Track signature progress and get notified when all parties have signed.

  • Individual & organization parties
  • IP-tracked digital signatures
  • Signature progress notifications

Approval Workflows

Set up multi-level approval chains before a contract goes live. Approvers are notified automatically and can approve or reject with comments.

  • Ordered approval levels
  • Approve or reject with comments
  • Email notifications per level

Clause Builder

Structure contracts with reusable, ordered clauses. Mark clauses as negotiable and build a library of standard legal terms.

  • Drag-and-drop clause ordering
  • Negotiable clause flags
  • Categorized clause types

Expiry & Renewal Alerts

Never miss a contract deadline. Automated alerts at 30, 7, and 1 day before expiry. Auto-renew contracts with a single setting.

  • 30, 7, 1-day email alerts
  • Auto-renewal toggle per contract
  • Configurable notice period

Contract Templates

Save any contract as a reusable template. Spin up new contracts in seconds from your firm's standard agreements — NDAs, retainers, service agreements, and more.

  • Save any contract as template
  • 10 contract types supported
  • One-click create from template

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