Business workspace
Legal / Case Management
Matters, hours, documents and billing
Registration is available. Confirm your required workflows and plan features before subscribing.
How your team works
- Register clients and matters
- Track case documents, time and activity
- Manage engagement and billing records
Tools in this workspace
- Matters
- New Matter
- Clients
- Matters and documents
These are the workspace's feature areas. Plan permissions and enabled modules determine access; listing a tool does not include an external service or integration automatically.
Settings and reporting
Manage clients, matters and documents. Account settings and available reports follow your enabled modules.
Operational dashboard totals cover matters, clients. Operational totals are current snapshots; detailed financial reports are available only where implemented.
Telegram report choices follow enabled modules. Alert options are limited to implemented events and require a connected chat.
What to check before choosing
Court integrations, trust-account compliance tooling and legal AI are not included.
Mobile and web access
This information page adapts to phone, tablet and desktop screens. The workspace is delivered through the web application; some detailed reports use horizontally scrolling tables. Dedicated Android and iOS applications are planned and are not included as released apps. Camera, location, notifications and offline support will be listed only after device testing.
Getting started
Check the package availability and published plan, register your business, set your password and complete the relevant masters and settings. Confirm staff permissions, opening balances or stock, and one complete business transaction before using the workspace for daily operations.
Discuss a requirement not listed here