01

Getting Started

Introduction, admin configuration, organization settings, and roles.

• Introduction
• Admin Settings
• Org Settings

02

Workflows & Templates

Build workflows, contract and document templates, client forms, and government forms.

• Workflows
• Templates
• Forms
• Government Forms

03

Clients & Leads

Capture and convert leads, manage client profiles, contacts, and portal access.

• Leads
• Clients
• Contacts

04

Cases

Open and manage cases, work through steps, documents, tasks, hearings, and deadlines.

• Cases
• Documents
• Tasks & To-dos
• Follow Ups
• Calendar
• Events & Hearings

05

AI

Ask questions about a case or client, reuse prompts, and run AI checks on documents.

• AI Assistant
• AI Workflows

06

Billing & Finance

Create invoices, record payments, log billable time, and manage tickets.

• Invoices & Fees
• Time Logs
• Tickets

07

Dashboard & Tools

Monitor firm activity, tailor lists with saved views, search records, and set up your profile.

• Dashboard
• Lists & Saved Views
• Search & Notifications

08

Client Portal

Guide clients through the portal: cases, forms, documents, e-signatures, and payments.

• Client Portal