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Legal / Case Management

Client matters, billable hours, document tracking.

Basic

Everything needed to start running this part of the business day to day.

  • Client matter records
  • Document tracking
Pro

Adds the accountability, assignment, and workflow controls a growing team needs.

  • Billable hours logging
  • Case timeline/milestones
Ultimate

Adds full financial/compliance integration and cross-module reach.

  • Trust accounting (client funds)
  • Court-date reminders & escalation

Pricing for each tier isn't finalized yet — talk to your account contact about what's available today.