01Client portal with matter status
Client logs in, sees the current matter, key documents, upcoming deadlines, and any open actions for them. Replaces the 'where are we' email that costs a partner 10 minutes to answer.
02Document management with versioning
Single source of truth per matter. Drafts, redlines, signed copies, all versioned. Search by matter, by party, by date. No more 'which version did we send the client'.
03Time tracking that follows the work
Timer per matter, with one-tap start from the document, the email, or the call log. Daily entries auto-suggested from calendar and document activity. Capture rises sharply.
04Digital intake forms and conflict checks
Client fills the intake from their phone, signs the engagement letter electronically, and the conflict check runs against the existing client database before you book the kickoff.
05Matter management dashboard
Active matters by stage, deadlines this week, billable hours by attorney, write-down rates, ageing receivables. The numbers a managing partner should see every Monday.
06Deadline and limitation tracking
Every court date, filing window, and limitation period is tracked against its matter and escalates as it approaches. The one missed deadline that turns into a malpractice claim becomes almost impossible.
07Invoicing and online payment
Invoices generate straight from tracked time, the client pays by card or transfer through the portal, and trust and operating funds stay cleanly separated. Billing stops being a Friday chore.
08Privileged messaging and e-signature
Client conversations and document signing happen inside the portal, not scattered across personal email. Engagement letters and agreements are signed in minutes, with a full audit trail.
