01Verified in controlled preview
Identity, Roles and Firm Access
Firm-, role-, assignment-, and scope-aware access for partners, lawyers, finance personnel, staff, and other authorized users, applying least-privilege principles. Production identity and tenant-managed MFA remain launch gates.
02Verified in controlled preview
Client Intake and Conflict Review
Organize prospective and existing clients, contact information, intake records, conflict-review references, engagement information, consultation origins, and matter conversion.
03Verified in controlled preview
Matter-Centered Legal Operations
Use each matter as the central workspace for responsible lawyers, parties, documents, tasks, deadlines, time entries, expenses, billing, risk, status, and activity history.
04Preview scope
Centralized Document Management
Associate pleadings, contracts, evidence, templates, correspondence, and client files with the correct matter and access context. Secure upload, malware scanning, lifecycle, and download authorization require production validation.
05Verified in controlled preview
Tasks, Deadlines and Calendar
Assign and monitor legal work, due dates, appearances, consultations, reminders, and responsibilities. Authorized supervisors can update status and assignments within permission-controlled workflows; production validation will confirm full rescheduling and controlled-deletion behavior.
06Verified in controlled preview
Time and Expense Review
Lawyers and staff can submit time and expense entries. Authorized supervisors can review, modify, approve, return, or reject entries within permission-scoped, auditable workflows.
07Verified core workflow
Prebilling, Invoicing and Payments
Supports matter-based charges, supervised review, prebilling, invoice preparation, balances, partial payments, payment allocations, acknowledgments, collections, and client-ledger visibility. Payment-gateway connectivity is configuration-dependent and is not represented as active.
08Six reports verified
Reports and Operational Visibility
Matter Register, Lawyer and Team Workload, Billing and Receivables, Collections and Payment Acknowledgments, Accounts-Receivable Aging, and Client Ledger. Visibility follows the user's firm, role, assignment, supervision scope, and permissions.
09Verified in controlled preview
Firm, Branch and User Administration
Authorized administration for firm profiles, branches, users, roles, assignments, and subscription-related controls—without exposing internal platform administration functions.
10Verified in controlled preview
Auditability, Retention and Accountability
Activity and approval history, permission-controlled record changes, retention structures, and accountability reporting. No regulator-certified or independently validated immutability claim is made.
11Preparing for validation
Online Consultations
Designed to support a controlled path from inquiry and conflict review through acceptance, scheduling, consultation, follow-up, and matter conversion. Commercial-launch availability remains subject to end-to-end validation.
12Planned, opt-in capability
Governed AI Assistance
Planned AI-assisted drafting will require firm policy, authorization, confidentiality safeguards, approved information sources, human review, and professional approval. AI will not replace a lawyer's judgment or independently provide legal advice.