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Frequently Asked Questions

Our platform brings everything you need into one place, making your work easier so you can concentrate on growing your business.
Getting Started

What does onboarding involve?

We migrate your data, configure matter types and workflows around your practice, and train your team. You review the migration before anything switches over.
No. We run the migration in parallel and pick a cutover date with you, usually a Friday, so nothing is in flight when you move.
Us, with you. We work on the setting up the configuration and data according to your preferences. The Data transition requires your sign off before finalizing the go-live timeline.
Even simpler. We set up your matter types, intake, and precedents from scratch and you start clean.
Pricing & Terms

How is pricing structured?

Per user, per month. No separate charge for trust accounting, document automation, or storage.
Our standard contract is 12 months commitment.
A flat discount on the sticker price held for as long as your firm stays with us, priority access to senior management and founder, and a seat on the innovation panel.
We cover the initial onboarding and migration on us.
Yes. Add a user when you hire, reassign it for the replacement of the user.
Security & Compliance

Where is our data physically stored?

In Canada, encrypted in transit and at rest.
Access on our side is restricted to what’s needed for support, and every access is logged. We don’t read client data.
Your data is backed up multiple times during the day.
Trust records, ledgers, and audit history are built to the standards your law society enforces.
You will have 60 days to export your data out of the system, our team is available to assist if needed.
How It Works Day to Day

Can staff have different levels of access?

Yes. Access is scoped by role — lawyers, clerks, and bookkeepers see what they need and nothing more.

As we are a cloud based app, you can use the software on your mobile through a browser, a mobile map is currently on the roadmap.

Yes. Documents, notes, and filed email are shared, so nobody is working from a stale copy.

From Outlook, in two clicks. Once filed, everyone on the matter sees it.

Yes. Your documents, your language — automated so the fields populate from the matter.

Change the date and every deadline hanging off it recalculates. The original stays in the audit log and you review the change before accepting it.

Support

How do we get help when something goes wrong?

You can reach our support via email or chat during business hours.

Log a product request, a well-argued request from a firm can change our roadmap.

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