A case with its context
Open a case to see its client, linked organisations, current stage and the work ahead. Move between documents, forms, notes, tasks and activity without rebuilding the context in another tool.
Work to your practice’s process
Use practice areas, case roles and workflow stages to reflect the work your firm handles. Reuse the setup for new cases and adjust individual matters when their needs differ.
Keep clients involved
Invite clients to their branded portal to answer questionnaires, upload requested documents and follow the case.