Everything your firm needs to manage client matters

Follow each matter from New to In Progress to Completed so clients and your firm always know where a case stands.

View assigned clients, search by name, and see new, in-progress, and completed ticket counts at a glance.

Send branded invitations from your dashboard so new clients create an account on your portal and link securely to your firm workspace.

Define practice-specific categories—HTA, POA, notarization, and more—so intake stays consistent across your team.

Find matters instantly by title or offence number from the dashboard, client view, or firm-wide tickets list.

Search and review tickets across every linked client in one table—ideal when multiple matters are active at once.

Upload and store documents securely—only authorized users can access files.

Keep conversations on the record. Admins and clients reply in one thread so Email chains do not get lost.

Create professional PDF invoices right from a ticket—add line items, apply tax, email them to clients, and keep every bill tied to the matter without leaving the application.

Add your firm header and footer notes to every PDF invoice so outgoing bills match your practice identity—on Professional plans and above.

Upload your firm's retainer agreements and consent forms once, then attach them to tickets for clients to review and sign through the portal.

Email clients when retainer or consent documents need their signature, and track what is still outstanding on each matter.

Set your firm name, logo, contact details, and branded client portal URL so every client touchpoint reflects your practice.

Invite colleagues into your workspace with dedicated accounts and secure sign-in. Everyone can collaborate on tickets without sharing a single login.

Control which team members can access invoices, legal documents, notifications, and profile settings—so each role sees only what they need.

Choose which ticket events trigger email alerts for your firm, so your inbox stays focused on the updates that matter most.

Install the admin workspace on your computer or phone at no extra cost. Launch it from your dock or home screen for faster access to tickets, clients, and deadlines—without opening a browser every time.

Give clients their own subdomain to submit matters, upload files, and track progress without calling the office.

Review and sign retainer agreements, consent forms, and other firm documents directly in the client portal—secure, on the record, and tied to the right matter.

Clients register with Email or Google on your branded site. Each account is scoped securely to your firm workspace.

Submit new matters with offence numbers, court dates, and required documents—then update details and follow progress as your case moves forward.

Follow each matter from New to In Progress to Completed so clients and your firm always know where a case stands.

Find matters quickly by title, offence number, or case number from your ticket list—without scrolling through every open request.

Upload and store documents securely—only authorized users can access files.

Keep conversations on the record. Admins and clients reply in one thread so Email chains do not get lost.

See every invoice your firm has issued on a matter, review line items and totals, and download PDF copies whenever you need them.

Keep your name, phone, address, and profile photo up to date so your firm always has accurate contact information on file.

Clients can save your branded portal to their phone or desktop—no separate download fee. They stay connected to their matters, upload documents, and follow updates from the device they already use every day.

Receive instant in-app notifications when tickets are updated, clients reply, or status changes—so your team always acts on the latest activity without refreshing their page.

See every court date and summons on a month view across your clients. Jump straight from an event to the ticket that needs attention.

Receive scheduled digest Emails before hearings and filing deadlines so your team is never caught off guard.

Get notified the moment a client registers on your portal so intake can respond while the matter is still top of mind.