Built around how legal work actually flows.
Purpose-built for legal work. Every capability below knows about the matter, the client, and the trust ledger it touches — so the firm’s work stays connected end to end.
Every matter, whole.
A matter carries its team, notes, tasks, appointments, deadlines, documents, and billing. Assign the team, watch the deadlines, and see the financial picture without opening four other apps.
- Matter assignments and team visibility
- Notes, tasks, and appointments per matter
- Deadlines with jurisdiction-aware rules
- Live billing and trust status on the matter
Good afternoon, Dana
3 due todayGet paid — and keep trust money spotless.
Capture time and expenses, draw down retainers, and invoice from the matter. Client payments run through Stripe, and every trust movement posts to an IOLTA ledger that reconciles, with LEDES export when corporate clients ask for it.
- Time entries, expenses, and usage-based items
- Retainers with a running ledger
- Invoices, payments, and card checkout
- IOLTA trust reconciliations & withdrawals
Billing & trust
invoices · retainers · IOLTA
Answers with a citation you can open.
Retrieval-grounded chat over your matter’s own documents — draft, summarize, and question-answer with sources. Personas, agents, and workflows extend it; tenant scoping and usage caps keep it safe.
- pgvector retrieval over your documents
- Drafting, summaries, and Q&A with citations
- Personas, agents, and multi-step workflows
- Prompt-injection-resistant context boundaries
Where clients do their part.
Clients sign in to a portal that carries your firm’s name and colors, on your domain. They upload documents, review and sign, pay invoices, message the team, and confirm appointments — no email attachments, no payment chasing.
- Uploads, downloads, and forms
- E-sign actions and invoice PDFs
- Card payment via Stripe Checkout
- Secure messaging and appointment requests
Okonkwo estate plan
Action neededTurn an inquiry into an open matter — cleanly.
Public intake and contact forms feed a real CRM. Run a conflict check, capture the client and contacts, then convert a prospect into an open matter with the paperwork already moving.
Intake pipeline
clients · contacts · conflicts
Documents that stay with the work.
Store documents and versions with checksum-verified uploads, generate from templates and a clause library, and send for signature — with recipients, statuses, and the signed copy filed back to the matter.
Document workspace
versions · templates · e-sign
The workflow tooling firms actually ask for.
Timers, conflict checks, court-deadline rules, referral tracking, reminders, and audit exports — plus e-filing staging and billing rollups. The unglamorous work, handled.
Practice toolkit
deadlines · timers · exports
Keep clients moving without the phone tag.
Appointments and calendar sync sit next to secure messaging, so a signing time and the message confirming it live in the same place. Notifications go out by email and SMS from templates you control.
Client comms
appointments · threads · notices
Make it unmistakably your firm.
Set your name, logo, favicon, colors, and radius; run on firm subdomains or a provisioned custom hostname. Behind the scenes, roles, feature flags, usage, webhooks, and a full audit trail keep the platform accountable.
Firm settings
branding · domains · roles
See it with your own matters.
Start a workspace and open your first matter, or book a walkthrough and we’ll map your firm’s workflow onto Legal Hub together.