Intake, client documents and billable time handled for law firms

A prompt, useful first reply

Prospective clients get an acknowledgment and next steps quickly, with a booking link for a consultation, instead of waiting until someone clears their inbox.

Conflicts cleared before work starts

Every new party name is searched against your client and matter records, and a matter cannot move forward until a lawyer or partner records the conflict decision.

Letters out the same day as the decision

Engagement letters are drafted from your approved templates with the right scope, fee terms and parties, so the reviewer edits and approves rather than writing from scratch.

Complete files before preparers start

Each return or engagement reaches a preparer with its checklist marked complete or with a clear list of what is still outstanding.

Chasing that runs on its own

Clients get specific, friendly reminders about exactly what is missing, and staff step in only for clients who need a call.

A live view of the season

Partners see which clients are complete, partial or silent, so they can plan workload and extensions early instead of in the final week.

Work recorded while it is fresh

Draft entries appear during the day from real activity, so timekeepers confirm and adjust instead of rebuilding a week from memory.

Clearer narratives, fewer write-downs

Entries describe the actual task in your firm's style and the client's billing guidelines, so reviewers spend less time rewriting before bills go out.

Faster, calmer billing runs

Pre-bills are assembled on schedule with missing time flagged early, and approved invoices sync to your accounting system without re-keying.