Everything Legal teams need to manage cases, clients, matters, tasks, documents and much more.
Manage all Corporate Matters or Litigation Cases at every stage in a smart and agile central software workspace, where users can collaborate with internal and external stakeholders, keep track of legal deadlines and automate reminders sent as emails or notifications.
Manage all clients in an easy, searchable database using cloud-based client intake, with the ability to link related matters, tasks, expenses, and legal documents to specific companies or contacts.
Increase compliance between teams, and design your own workflows that streamline your operations, increase visibility and transparency, and ultimately result in a more productive and efficient unit.
Generate reports & KPIs and track custom metrics on single-view dashboards illustrating progress on all fronts including; productivity, finances, and virtually any custom metric users wish to track.
Track time and manage all transactions with a powerful billing module that allows users to create time entries, generate highly customizable electronic invoices, process payments, perform bank reconciliation, measure performance, integrate with other accounting apps, and more.
Manage, archive, and link all files and documents to their related cases, matters, contacts, and more using our advanced document management software.
A step-by-step guide to handling corporate matters from start to finish.
Learn the process of creating a new corporate matter in the system.
Instructions for retrieving and managing old or archived corporate matters.
A guide to assigning tasks and tracking progress within a corporate matter.
Learn how to capture and update important details for each matter.
A guide to linking related legal items to a corporate matter for a centralized view.
Instructions for tracking and logging billable time for corporate matters.
Learn how to set and manage timely reminders and notifications for your matters.
Learn how to use filters to easily find and sort through your list of matters.
Instructions for managing access and privacy settings for sensitive matters and documents.
A guide to recording and tracking all expenses related to a corporate matter.
Learn how to allocate and manage partner shares and commissions for matters.
Instructions for sending emails directly from a matter or litigation case.
A guide to setting up and configuring Service Level Agreements (SLAs) for matters.
Learn how to organize and manage the folder structure for all matter-related documents.
Instructions for creating and using templates for matter-related folders.
A guide to customizing email templates for communications related to matters.
A guide to setting up rules for the automatic assignment of matters to users.
Instructions for configuring hourly rates that are specific to a matter or client.
A guide to setting caps on matter expenses or billing.
Instructions for linking and adding invoices directly to a specific matter.