Matters, Clients, Calendar, Deadlines, Documents, Email, Trust and Office accounting, in one system, one set of data, one place where your team works.
Client Intake
Capture the File Before It's a File.
Intake forms adapt to the practice area, so an estate enquiry asks estate questions, and a criminal enquiry asks criminal ones. Every enquiry land on a pipeline board where you can see what’s new, what’s waiting on you, and what’s gone cold.
Client Management
Every Party on the File, Not Just the Client.
Clients, opposing counsel, experts, referrers, beneficiaries, and agents are all first-class records with their own histories. When the same lawyer appears on eleven of your matters, you can see all eleven.
Matter Management
One File. Everything On It.
Parties, documents, emails, court dates, time, and disbursements sit on the matter itself. Open a file and you know where it stands without asking anyone.
Calendar Management
Move a Court Date. Every Deadline Moves with It.
Court dates drive milestones, and deadlines hang off milestones by an offset. Adjourn a trial and the system recalculates every downstream date, keeps the original in the audit log, and shows you exactly what changed before you accept it.
Time Tracking
Track every billable minute with improved productivity
Time is recorded on the matter as you work, a timer you start from the file, or an entry against the work you just did. Court dates create automated time entries tagged across all relevant matters. Nothing sits in a notebook waiting to be typed up on Friday.
Document Management
Documents and Email, Filed Where They Belong.
Edit in Word natively with every save going back to the matter. File email from Outlook to the matter in two clicks, and everyone on the file sees it filed.
Legal and Office Accounting
Trust and Office Accounting built for purpose.
Client trust ledgers, transfers, and monthly reconciliations built to By-Law 9, sitting alongside your billing and compliance. Seamless co-ordination between trust and office accounting. Time captured on the matter becomes an invoice without an export step.
AI Built for Practice
AI That Knows Your Files.
Jordan ceiling report that builds your s. 11(b) chronology from the court dates and adjournments already on the matter.
Reporting
The numbers, without the manual reconciliation.
Reports across matters, clients, calendars, trust, compliance, WIP, and profitability, all drawn from one system, so you’re not reconciling four reports to answer one question. Export to Excel or PDF whenever you need to.
