01Run the practice
Clients, matters and the contacts around them — opposing counsel, adjusters, experts. Tasks that know which matter they belong to. A live timer on Mac, iPhone and Apple Watch, plus manual entries for the ones you forget to start.
- Clients
- Contacts & CRM
- Matters
- Tasks
- Live timer
- Manual entries
Matter documentation →
02Handle the money
Recorded time and billable expenses become invoices without re-entry. Record payments, apply funds held in trust, and keep client money on its own ledger with per-client balances. Nine reports, each stating what its rows measure.
- Invoices
- Payments
- Expenses
- Trust ledger
- Reports
- CSV export
Trust ledger documentation →
03Work the case
The litigation side of a legal practice. Documents and the text read out of them, evidence, treating providers and chronology, litigation deadlines, the communications log, discovery tracking, and conflict checks recorded against the matter that was screened.
- Documents
- OCR review
- Evidence
- Medical providers
- Deadlines
- Communications
- Discovery
- Conflict checks
- Settlement
Conflict checking →
04Understand the matter
Ask questions of your own records. Build a chronology, surface risks, find contradictions across the file, and draft from what the matter actually contains — with a review step before anything is applied.
- AI Notepad
- Chronology
- Risks
- Contradictions
- Drafting
How the AI works →