Every feature solves a real problem
that law firms face daily — not hypothetical ones.
CRM & Case Management
Full pipeline from new inquiry to
closed case. Team tracks statuses, checklists, deadlines and client history in one place — instead of email
threads and spreadsheets.
- Cases with full history and sequential stages
- New leads from directory flow straight into CRM
- Deadline calendar + task assignments per team
member
- Activity log — who did what and when
Client Portal
Clients see their case in real time —
documents, status, messages. No more "where is my case?" calls. Builds trust and saves the team dozens of
hours of updates per month.
- Real-time case status visible to the client
- Secure document sharing and download
- Threaded messaging linked to the case
- Separate login, separate view — firm data stays
private
Billing & Invoicing
From the first quote to the final
payment — everything lives inside the case. No more switching to accounting software, losing context, or
chasing unpaid invoices manually.
- Quote generation tied to the case scope
- Invoices with payment status linked to case
records
- Overdue reminders and receivables overview
- Single source of truth: work done = money owed
Directory & Lead Flow
The firm's public profile in a
searchable directory. New client inquiries become CRM leads automatically — no manual entry, no lost
contacts.
- SEO-optimized firm profile page (city +
specialization)
- Verified reviews and trust signals
- Contact form → CRM lead in one click
- Additional acquisition channel alongside
referrals