Case files
One record per matter. Route, status, notes, and documents stay together from open to release.
Case intake, client documents, invoices, and status tracking in one operational cabinet. Built for law firms, not spreadsheets.
No switching between tools. Cases, documents, billing, and status live in a single restrained workspace.
One record per matter. Route, status, notes, and documents stay together from open to release.
Share a secure link. Clients upload scans and contracts without touching your workspace.
Draft invoices, adjust line items, track payment status, and preview documents inside the case.
Every step stays visible and reviewable across files, billing, and status.
Create a case and assign the route.
Client uploads via the portal.
Issue the invoice and track payment.
Check the file and move forward.
Four connected modules that keep the office moving without clutter.
Main queue, stage load, and focus actions in one workspace.
Controlled entry point for scans and contracts.
Editable line items, dates, totals, and preview.
Documents, payment, review, and submitted status explicit.
Client documents and case records handled within the EU data boundary.
Build the invoice, add or remove lines, store drafts, and open the record directly from the workspace.
Enter workspaceGet the team on one system for intake, documents, and billing.
Open workspace