01
Getting Started
Introduction, admin configuration, organization settings, and roles.
- Introduction
- Admin Settings
- Org Settings
Workflows & Templates
Build workflows, contract and document templates, client forms, and government forms.
- Workflows
- Templates
- Forms
- Government Forms
Clients & Leads
Capture and convert leads, manage client profiles, contacts, and portal access.
- Leads
- Clients
- Contacts
Cases
Open and manage cases, work through steps, documents, tasks, hearings, and deadlines.
- Cases
- Documents
- Tasks & To-dos
- Follow Ups
- Calendar
- Events & Hearings
AI
Ask questions about a case or client, reuse prompts, and run AI checks on documents.
- AI Assistant
- AI Workflows
Billing & Finance
Create invoices, record payments, log billable time, and manage tickets.
- Invoices & Fees
- Time Logs
- Tickets
Dashboard & Tools
Monitor firm activity, tailor lists with saved views, search records, and set up your profile.
- Dashboard
- Lists & Saved Views
- Search & Notifications
Client Portal
Guide clients through the portal: cases, forms, documents, e-signatures, and payments.
- Client Portal