For firms who need to power up their practice with a customized system and greater automation

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For multi-practice or boutique firms who need to power up their practice with a customized system and process automation.

A system customized for you

Create workflows and templates to exactly fit your firm’s business, practice area and matter processes (in addition to our pre-built best-practice workflows).

Power through your workload

With advanced document assembly and automation, create your own templates or choose a package from our marketplace.

Eliminate multiple entry

Save time and avoid data re-entry by creating document templates with merge fields, that use information saved in your system.

Easy client onboarding

With automated client intake forms, get instant notifications when a prospect fills out a form, and easily convert their information into a matter.

Enhanced client experiences

Lessen email and phone chasing with an easy self-service client portal. You have control over what parties can read, create and upload, in a fully encrypted, secure environment.

Work management & oversight

Use mobile dashboard to keep track of your firm on-the-go. Control how tasks are handled, reassign tasks and manage who sees different types of information throughout the system.

Insights that matter to you

Make informed decisions and run your practice like a pro with reports customized to what you want to know. Stay up-to-date with regular reporting sent straight to your inbox.

Sophisticated billing

Design sophisticated billing processes, including e-billing