Individual logins
Attorney admin
Document & Case Control
Open case files
Drag and drop upload
Intake and notifications
Office search
Find clients, matters, documents, invoices, messages, and tasks
Document filing
Choose a matter, then drop PDFs into the correct section
Document manager
Preview, rename, move, or archive documents
Required documents
Add checklist item
Required documents
Client checklist status
Appointments
Review client requests
Case progress
Update client-facing status
Private notes
Add attorney-only matter notes
Office tasks
Add internal task
Office tasks
Internal work queue
Secure message
Send a client update
Messages
Recent secure messages
Billing
Create client invoice
Billing
Invoices
Payments
Record payment received
Payments
Recent receipts
Bank transfers
Payment proofs to review
Matter export
Download case file summary
Portal backup
Download backup copies
Download records and uploaded files separately. Store both securely after major client or document changes.
Public requests
Consultation requests to review
Client intake
New requests to review
Notifications
Queued client and attorney notices
Email outbox
Prepared email drafts
Portal consent
Terms and privacy acceptance log
Notes
Recent private matter notes
Add individual
Create client login
Open matter
Create case file
Clients
Individual logins
Audit