Everything Your Law Firm Needs

One platform to replace your scattered tools

Track every case from start to finish.

Create cases, assign your legal team, track court dates, manage deadlines, add notes, and monitor progress — all in one place. Never miss a hearing date again.

  • Full case lifecycle (open → in progress → closed → archived)
  • Team assignment (lead attorney, associates, paralegals)
  • Court dates, deadlines, and statute of limitations tracking
  • Case notes with timestamps (private and shared)
  • Related parties tracking (opposing counsel, judges, witnesses)
  • Case conflict checking
  • Sub-cases and linked matters

Give your clients a 5-star experience.

Every client gets their own secure portal where they can check their case status, download documents, pay invoices, book appointments, and message their lawyer — 24/7.

  • Complete client profiles with case history
  • Secure client portal with unique login
  • Real-time case status updates
  • Document sharing and downloading
  • Online invoice viewing and payment
  • Appointment booking
  • Encrypted messaging with their lawyer

Bill accurately. Get paid faster.

Track every billable minute with built-in timers. Log expenses. Generate professional invoices in seconds. Accept payments online via credit card or bank transfer. Never leave money on the table.

  • Start/stop timer for billable hours
  • Manual time entry with descriptions
  • Expense tracking per case
  • Auto-generate invoices from time entries
  • Multiple billing types (hourly, flat fee, contingency, retainer)
  • Online payment via Stripe (credit card, bank transfer)
  • Payment tracking and reminders
  • Trust/IOLTA account management
  • Revenue reports and analytics

Every document. Organized. Secure. Accessible.

Upload, organize, and share legal documents with military-grade security. Version control ensures you never lose a previous draft. Folder structures keep everything tidy.

  • Upload any file type (PDF, Word, images, scans)
  • Organized folder structure per case and client
  • Version control — track every change
  • Access permissions per user and document
  • Full-text search across all documents
  • Secure sharing with clients via portal
  • Cloud storage (AWS S3)
  • Complete audit trail

Turn inquiries into paying clients.

Track every lead from first contact to signed engagement. Score leads, manage your pipeline, log every interaction, and never let a potential client slip through the cracks.

  • Lead capture and scoring
  • Visual sales pipeline
  • Interaction logging (calls, emails, meetings)
  • Follow-up reminders
  • Conversion tracking
  • Client onboarding workflow
  • Referral tracking

Keep your entire team aligned and accountable.

Assign tasks, set deadlines, track progress, and collaborate — all within the platform. Know who's working on what, who's overloaded, and who has capacity.

  • Task creation with priorities and deadlines
  • Assignment to any team member
  • Status tracking (to-do, in progress, done)
  • Task comments and attachments
  • Recurring tasks for repetitive work
  • Workload visibility across the team

Never miss a court date or client meeting again.

One calendar for everything — court hearings, client meetings, filing deadlines, internal meetings. Automated reminders keep everyone on track.

  • Unified calendar for all events
  • Court date tracking with reminders
  • Client appointment booking
  • Availability management for each lawyer
  • Automated email reminders
  • Video meeting link integration

Your law firm in your pocket.

Access everything from your phone — check case updates, review documents, respond to client messages, track time, and manage your schedule. Works on iOS and Android.

    See your firm's performance at a glance.

    Revenue trends, billable hours, case outcomes, team utilization, outstanding receivables — everything a firm owner needs to make smart decisions, in one dashboard.

    • Monthly revenue and expense tracking
    • Billable hours by lawyer
    • Active case breakdown
    • Outstanding invoices and overdue payments
    • Team performance metrics
    • Custom reports with export (PDF, Excel)

    Ready to transform your law practice?

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    Features — Case, Client, Billing & AI Tools | Smart Legal OS