Comprehensive Practice Management
Dashboard Overview
Get a comprehensive view of your practice with real-time insights on cases, financials, deadlines, and team performance. Customizable widgets let you focus on what matters most to your practice.
Case Tracking & Management
Organize cases by type, priority, and status. Track key dates and deadlines with automated reminders. Store case details, contacts, and history in a centralized, secure location.
Client Management
Build stronger client relationships with comprehensive contact management. Track communication history, store important documents, and maintain detailed profiles for both individual and corporate clients.
Time Tracking
Never miss billable time with one-click timers that can be started from any screen. Associate time entries with specific cases, tasks, and billing codes. Generate detailed time reports for analysis and billing.
Invoicing & Billing
Create professional, branded invoices with customizable templates. Track payment status, send reminders, and offer multiple payment options to improve collections and cash flow.
Fee Notes
Generate detailed fee notes based on tracked time and services. Customize fee structures for different clients and case types. Easily convert fee notes to professional invoices with a single click.
Calendar & Scheduling
Manage court dates, appointments, and deadlines with our integrated calendar system. Set up automatic reminders and synchronize with external calendars like Google Calendar and Outlook.
Document Management
Store, organize, and secure your legal documents in the cloud. Use version tracking to maintain document history. Link documents to specific cases and clients for easy retrieval.
Reports & Analytics
Make data-driven decisions with customizable reports on case performance, revenue, productivity, and more. Export reports in multiple formats or schedule automated report delivery.
User Management & Security
Control user access with role-based permissions. Maintain data security with detailed audit logs and strong encryption. Enforce security policies like two-factor authentication and password requirements.
Income Tracking
Monitor revenue streams with detailed income tracking. View income by source, time period, or practice area. Generate financial reports to understand your firm's financial health.
Expense Management
Track and categorize business expenses. Associate expenses with specific cases for client billing. Generate expense reports for tax preparation and financial planning.
Petty Cash Management
Track petty cash transactions with detailed logs. Maintain accurate records for accounting purposes. Generate petty cash reports for reconciliation and auditing.
Profitability Analysis
Analyze business margins to understand profitability by practice area, case type, or client. Identify your most profitable activities and optimize your business model based on data.
Dedicated Support
Access our responsive support team through multiple channels including email, chat, and phone. Benefit from personalized onboarding, training sessions, and a comprehensive knowledge base.
Case Tracking & Management
Organize cases by type, priority, and status. Track key dates and deadlines with automated reminders. Store case details, contacts, and history in a centralized, secure location.
Client Management
Build stronger client relationships with comprehensive contact management. Track communication history, store important documents, and maintain detailed profiles for both individual and corporate clients.
Document Management
Store, organize, and secure your legal documents in the cloud. Use version tracking to maintain document history. Link documents to specific cases and clients for easy retrieval.
Time Tracking
Never miss billable time with one-click timers that can be started from any screen. Associate time entries with specific cases, tasks, and billing codes. Generate detailed time reports for analysis and billing.
Invoicing & Billing
Create professional, branded invoices with customizable templates. Track payment status, send reminders, and offer multiple payment options to improve collections and cash flow.
Fee Notes
Generate detailed fee notes based on tracked time and services. Customize fee structures for different clients and case types. Easily convert fee notes to professional invoices with a single click.
Income Tracking
Monitor revenue streams with detailed income tracking. View income by source, time period, or practice area. Generate financial reports to understand your firm's financial health.
Expense Management
Track and categorize business expenses. Associate expenses with specific cases for client billing. Generate expense reports for tax preparation and financial planning.
Petty Cash Management
Track petty cash transactions with detailed logs. Maintain accurate records for accounting purposes. Generate petty cash reports for reconciliation and auditing.
Calendar & Scheduling
Manage court dates, appointments, and deadlines with our integrated calendar system. Set up automatic reminders and synchronize with external calendars like Google Calendar and Outlook.
Dashboard Overview
Get a comprehensive view of your practice with real-time insights on cases, financials, deadlines, and team performance. Customizable widgets let you focus on what matters most to your practice.
Reports & Analytics
Make data-driven decisions with customizable reports on case performance, revenue, productivity, and more. Export reports in multiple formats or schedule automated report delivery.