Built for independent law firms.
Intake, matters, documents, deadlines, client messages and billing share one record, so nobody types a client’s name four times and nothing lives in a side spreadsheet.
Log calls and web inquiries with their practice area and where they came from. Run a conflict check across current, former and prospective clients, related and opposing parties, and record the responsible lawyer’s decision before you take the matter on.
One form captures the client, practice area, responsible lawyer, who can see it and how it’s billed. Stages and checklists come from your practice area’s template, and every change is written to the matter’s activity history.
Matter folders, version history on every upload, restricted files for sensitive records, and sharing that locks the exact version your client sees. Search across matters by name, type, date or uploader.
Internal, appointment, court and target deadlines. A court deadline records its source, can only be moved by the responsible lawyer with a reason, and shows a warning until someone verifies it. Sync to Google Calendar or Outlook.
In the client portal, clients read updates, download shared documents, upload what you ask for, return signed copies, message you and pay bills. You choose what each person sees, matter by matter.
Run a timer or add time by hand, billable or not, then build the bill from those entries with your template. Clients pay by card or ACH through LawPay. Bill payments go to operating; retainers go to trust.
A document from a client, a signature, a payment, a review. Each item shows who owns it, how long it has waited and when to follow up, so nothing stalls quietly.
Six roles come ready to use and a person can hold more than one. Access is set matter by matter, and office or billing staff see a matter only when a lawyer adds them.
Clients never take a seat. Invite a client to one matter with exactly the parts they need: documents, uploads, messages, signatures, appointments, updates and billing. Nothing else in the matter is visible to them.
7-day free trial. Card required, $0 today, cancel anytime before it ends.
| Feature | Starter$0 / seat / monthFree during your 7-day trial | Pro$0 / seat / monthFree during your 7-day trial | Enterprise$0 / seat / monthFree during your 7-day trial |
|---|---|---|---|
| Matters, contacts, tasks and deadlines | Included | Included | Included |
| Intake, lead sources and conflict checks | Included | Included | Included |
| Document storage | 10 GB | 50 GB | 200 GB |
| Client portal | Free for clients | Free for clients | Free for clients |
| Calendar sync with Google and Outlook | Included | Included | Included |
| Time tracking and billing | Included | Included | Included |
| Card and ACH payments through LawPay | Included | Included | Included |
| Trust deposits and balances | Included | Included | Included |
| Waiting On | View and follow up | View and follow up | View and follow up |
| Firm analytics | Not included | Not included | Included |
| MFA, audit history and data export | Included | Included | Included |
| Support | Email, business hours | Email and chat, extended hours | Priority, phone and consulting |
After the trial, each plan is billed per seat in US dollars, and Stripe’s secure checkout shows the exact price before you add a card. A seat is anyone at your firm who signs in: lawyers, paralegals, assistants, intake and billing staff. Clients using the portal are never counted. MFA, encryption, audit history and data export are on every plan.
Client files deserve more than a password. These are on every plan, from the first day of your trial.
Start a 7-day free trial and set up your first matter today, or book a demo and we’ll walk through a matter like yours.
Cancel before the 7 days end and you pay nothing.
Tell us a little about your firm and we’ll walk through a matter like yours, at a time that suits you.