A single place to manage client identity, linked matters, role-based access, and client documents—without hunting across tools.
Each client has a dedicated hub with identity, billing signals, linked cases, and client documents—organized under one client card for fast, audit-friendly workflows.
View and manage client identity, billing indicators, and attached matters in a single workspace—ideal for handoffs, continuity, and quick verification during calls.
Name • Type • Contact info • Billing address
Stage • Assigned • Billed/Collected • Quick actions
Search clients in seconds and narrow results using filters so attorneys don’t waste time scrolling lists.
Client cards summarize billing status, case count, and activity—so you can prioritize follow-up without opening every profile.
Admins can assign individual clients (and their matters) to associates—enabling controlled access across the firm.
Assign specific cases under a client when you need precision—perfect for sensitive matters or segmented teams.
Admins retain full access while limiting staff visibility—keeping firm data secure, organized, and compliant.
Grant select lawyers/paralegals permission to onboard new clients. They can create and manage the clients they onboard—without opening up the entire firm database.
Let trusted staff create clients while keeping visibility controlled.
Admins always retain firm-wide access and oversight.
Onboard → assign → attach matters → upload documents—clean steps that reduce mistakes and chaos.
Every client has their own document section. Upload, download, and manage files in one place so nothing gets lost across matter folders or inbox threads.
Use iPad camera capture to record documents live—ideal for intake and mobile onboarding.
Organized, client-scoped document access that aligns with firm RBAC.
Support for common firm file types including PDFs, Office docs, emails, spreadsheets, images, and more.
Attach documents directly to a client from day one—reducing misfiled uploads and speeding up onboarding.
Attach and navigate client cases instantly—so work stays organized by client and matter context.
Client-scoped documents reduce misfiles and speed up intake, especially for fast-moving teams.
Control who can access and onboard clients—firm-wide visibility when you want it, tight access when you need it.
