Verified by Sources. Not Generated by Probability.

Full lifecycle case management with custom fields, tagging, timeline tracking, and multi-party support.

UTBMS-compliant time tracking with activity codes, batch billing, and automated invoice generation.

IOLTA-compliant trust ledgers with three-way reconciliation, audit trails, and regulatory reporting.

Version-controlled document storage with folder hierarchy, tagging, full-text search, and secure sharing.

Request and track legally binding e-signatures with expiry management and document linking.

Automated entity cross-referencing across all matters, contacts, and opposing parties in real-time.

Pipeline-driven lead management with conversion tracking, practice area routing, and estimated value scoring.

Automated 0–100 lead scoring with rationale — surface high-value matters before they go cold.

Reusable task templates that spin up entire matter workflows in one click — discovery, motion practice, intake.

Threaded internal notes per matter with timestamps and author trail — strategy capture without leaving the case.

Threaded internal messaging with matter association, read receipts, and encrypted communication.

SOL tracker and deadline calculator with jurisdiction-aware court rules and computed trigger dates.

Matter budgets, realization tracking, and aged receivables — know which clients to call this week.

Financial, productivity, pipeline, and lead-insight tabs with CSV export for firm leadership.

Floating action menu on phones — log time, capture tasks, run conflict checks anywhere.