Law Firms & Practices
The Matter Lives in One Person's Head
Ask where a case stands and the honest answer is: ask the attorney handling it.
That's fine at three matters. At thirty, it's a liability. The intake that never got followed up. The deadline that lived in a calendar nobody else could see. The document assembled from scratch because the last one like it was buried in someone's folder. The hours that never got billed because nobody logged them the day they happened.
None of that is a competence problem. It's what happens when a practice's operation is institutional memory - and institutional memory walks out the door at 6pm.
Intake that becomes a matter automatically
A prospective client's inquiry doesn't sit. It becomes a record, gets routed, and the matter builds itself from the right template - with the milestones and deadlines that type of case requires.
Every deadline is the system's job, not someone's
Case milestones, filing dates, and required steps exist as tasks with owners. Nothing depends on remembering.
Documents that compound
The work you did on the last matter like this one is reusable on this one. Precedent language and supporting material live where the next case can find them - instead of being rebuilt from a blank page.
Time and billing captured as it happens
- Log time against the matter, not from memory at month end
- Invoice from the work
- Recurring and retainer billing
- Payment reminders and card on file
- Realization and aging reporting
Built for practices like yours
Solo and small-firm practices · Multi-attorney firms · Immigration, family, personal injury, estate · Veteran claims and evaluation practices · Any practice where matters have deadlines and documents have precedent
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