Intake CRM & Conflict ReviewCore
Capture prospects, questionnaires, consultations, referral sources, related parties, conflict checks, and engagement conversion.
66 Published Capability Areas
Platform Features
Explore the current platform across 60+ published capability areas and 128+ guided tools for attorneys, staff, clients, receivers, administrators, court operations, evidence, financial workflows, legal AI, security, and recovery.
Case & Client Operations
One governed workspace for prospective clients, active matters, tasks, communications, and lifecycle controls.
Client–Attorney WorkspaceCore
Publish status, assign tasks, request documents, and preserve client acknowledgements.
Integrated Case LifecycleCore
Eight-stage plans, milestones, blockers, decisions, handoffs, risks, outcomes, and readiness snapshots.
Secure Messaging & CommunicationsCore
Role-controlled messages, threads, attachments, reads, unified imports, calls, and notification preferences.
Case Closure & Long-Term Records
Complete matters responsibly and preserve or release records under controlled authority.
Order Compliance & EnforcementCore
Obligations, compliance events, payments, notices, enforcement matters, items, and approved packages.
Case Closure & File ReleaseAdvanced
Closeout plans, requirements, financial and trust clearance, deliverables, secure file release, retention, holds, disposition, and reopen requests.
Client Portal & Collaboration
Give clients protected, role-aware access to requests, uploads, messages, dates, documents, billing, and guided self-service.
Role-Aware Client PortalCurrent
Protected client dashboards, timelines, requests, uploads, documents, signatures, billing, discovery, family tools, calendar, and communication.
Large-File Uploads & Attorney PreviewCurrent
Chunked video, audio, image, PDF, DOCX, XLSX, text, and CSV intake with protected in-system attorney preview.
Client Upload Editing, Withdrawal & Rejection PurgeCurrent
Client metadata correction and governed deletion, plus attorney rejection that removes eligible source files while retaining an audit tombstone.
Client Portal Production Readiness & OperationsEnterprise
Policy, sessions, access reviews, workers, findings, case registry, readiness gates, and operational monitoring.
Communications & Collaboration
Connect approved participants and providers while preserving consent, visibility, and source history.
Live SMS, Voice & Co-Parent CommunicationAdvanced
Provider-controlled SMS, MMS, calls, recording consent, voicemail, delivery events, and protected co-parent conversations.
Mobile & Family NetworkAdvanced
Trusted devices, push subscriptions, family circles, guest links, parenting schedules, actual time, and exchanges.
Office, Outlook & Desktop DriveAdvanced
Word and Outlook task panes, source-verified insertions, email capture, document versioning, and controlled desktop sync.
Court & Litigation
Prepare, file, serve, monitor, present, appeal, and implement court work.
Court Filing & ServiceCore
Filing packages, compliance reviews, submission records, service history, rejections, and source-linked manifests.
Live Court OperationsAdvanced
Provider profiles, e-filing, e-service, process service, docket monitoring, notices, and deadline proposals.
Discovery ManagementCore
Requests, deadlines, objections, factual responses, source links, client verifications, and export packets.
Depositions, Experts & SubpoenasAdvanced
Deposition sessions, outlines, exhibits, transcripts, experts, disclosures, subpoenas, service, and witness preparation.
Trial Preparation & PresentationAdvanced
Trial notebooks, witnesses, exhibits, objections, tasks, remote hearings, technology checks, cues, and exhibit delivery.
Appeals & Post-JudgmentAdvanced
Motions, appellate issues, record components, briefs, authorities, oral argument, rulings, mandates, remand, and stays.
Interstate & International JurisdictionAdvanced
UCCJEA, UIFSA, registration, foreign orders, service, translations, central authorities, travel, and relocation controls.
Discovery Production & Deficiency ManagementAdvanced
Discovery requests, response readiness, deficiencies, meet-and-confer tracking, production sets, privilege controls, and deadlines.
Court Filing, Service & Document LifecycleAdvanced
Filing packages, document readiness, signatures, fees, submission, rejection correction, service, returns, and lifecycle history.
Hearing, Mediation & Trial PreparationAdvanced
Proceeding plans, issues, witnesses, exhibits, tasks, readiness, mediation terms, trial notebooks, and presentation controls.
Court Deadline Rule Governance & Preserved CalculationsAdvanced
Approved rule library, source snapshots, preserved calculation steps, weekend and holiday adjustment, alerts, and attorney verification.
Court Document Intelligence StudioAdvanced
Guided court-document creation, rule-backed drafting, source-linked facts, clause controls, review, integrity, and version governance.
Filing Production StudioAdvanced
Jurisdiction-aware filing sets, exhibit manifests, numbering, preflight findings, privilege review, approval, export, and delivery evidence.
Evidence & Document Intelligence
Protect, process, review, produce, sign, and trace critical legal information.
Evidence Vault & Chain of CustodyCore
Protected source files, SHA-256 verification, custody events, legal holds, access history, and evidence packages.
Professional Document ManagementCore
Versioned legal documents, review status, approvals, visibility, access history, and production packages.
OCR, PDF & Media ProcessingAdvanced
OCR, searchable PDFs, permanent redaction, Bates stamping, metadata cleanup, transcription, and media normalization.
Production E-SignatureAdvanced
Approval-controlled envelopes, recipients, fields, identity evidence, reminders, completion artifacts, and provider webhooks.
Document & Testimony IntelligenceAdvanced
Transcript review, annotations, designations, testimony comparison, contradiction registers, and source hashes.
Police & CPS Document Intake IntelligenceAdvanced
Protected batch intake, OCR, extraction review, target routing, source preservation, and approval controls for police and CPS records.
Client Evidence & Incident ManagementAdvanced
Client-created incidents, supporting media, legal-team review, visibility controls, evidence routing, and preserved history.
Family Law Planning & Drafting
Model family arrangements, build verified facts, and prepare controlled family law documents.
Master Case Fact VaultCore
Approved facts, source provenance, interviews, review sessions, and consistency controls.
Visual Family Planning StudioAdvanced
Parenting scenarios, calendar days, financial scenarios, comparisons, and client questionnaires.
Intelligent Family DraftingAdvanced
Clause library, jurisdiction rule packs, paragraph provenance, document logic, reviews, and live previews.
Mediation & SettlementCore
Sessions, issues, proposals, terms, comparisons, decisions, and settlement packages.
Family-Law Issues, Children, Property & ReliefCurrent
Structured issue management for children, parenting, support, property, debts, retirement, temporary relief, safety, and requested orders.
Financial, Support & Property
Coordinate legal accounting, family finances, support, property, and transaction controls.
Billing, Retainers & PaymentsCore
Time, costs, invoices, invoice items, external payments, receipts, and retainer status.
Legal Accounting & Trust FundsAdvanced
Financial accounts, client ledgers, trust transactions, retainers, reconciliations, payment plans, and reimbursements.
Live Payments & BankingAdvanced
Hosted card and ACH requests, recurring payments, refunds, disputes, bank feeds, deposit matching, and QBO framework.
Family Financial IntelligenceAdvanced
Income sources, support modeling, arrearages, property tracing, retirement valuations, settlement models, and cash-flow projections.
Property Division & QDROAdvanced
Title transfers, account divisions, QDRO checklists, plan contacts, retirement milestones, equalization, and proof.
Support, Withholding & BenefitsAdvanced
Support obligations, income withholding, payment evidence, medical support, insurance, benefits, and tax schedules.
Time, Billing, Trust & Retainer IntelligenceCurrent
Time and cost quality, invoice readiness, retainer status, trust safeguards, budgets, forecasts, exceptions, and approval review.
Intelligence & Quality
Turn approved sources and structured case information into reviewable insights and controlled action.
Source-Linked Legal AIAdvanced
Projects, approved sources, prompt packages, runs, findings, human review, visibility, and governance settings.
Legal Intelligence OSAdvanced
Knowledge graph, digital twins, quality assessments, implementation plans, professional workspaces, and portable archives.
Agentic Legal OperationsAdvanced
Approved agent definitions, runs, findings, recommendations, action queues, SLA controls, analytics, workload, and quality oversight.
Governed Legal AI & Case AnalysisCurrent
Source-controlled projects, prompt packages, runs, findings, citations, review decisions, external-transmission controls, and audit evidence.
Legal Team Operations
Coordinate attorney judgment, staff preparation, communications, risk, docket ownership, review, and firm oversight.
Attorney Dashboard & Prioritized WorkCurrent
A role-specific attorney command view for decisions, deadlines, risks, client activity, staff work, approvals, and case readiness.
Attorney Decision CenterCurrent
Governed submission, claim, review, return, approval, rejection, reassignment, snapshot, and decision-history workflows.
Staff & Paralegal Work ManagementCurrent
Assigned work queues, checklists, time, progress, blockers, handoffs, supervision, and attorney escalation.
Unified Legal Team Communications & Case ActivityCurrent
Internal and client-visible communications, mentions, assignments, follow-ups, unread status, and case activity signals.
Legal Team Administration & ReportsCurrent
Team membership, case assignments, permissions, workload, overdue work, decision aging, communications, and production reporting.
Case Command, Docket & Risk IntelligenceCurrent
Case health, docket ownership, court mode, risks, recommended actions, deadlines, preparation plans, and readiness controls.
Security, Integrations & Operations
Operate the platform with controlled providers, strong safeguards, recovery, diagnostics, and release governance.
Integration & Provider HubAdvanced
Encrypted credentials, connections, mappings, action queues, OAuth, webhooks, sync history, and approval evidence.
Security & ComplianceCore
Incidents, notification deadlines, privacy requests, access reviews, retention policies, backup verification, and audit history.
Production HardeningEnterprise
Security profiles, runtime/database/capacity posture, integrity baselines, scale tests, recovery drills, and deployment gates.
Commercial OperationsEnterprise
Installation identity, signed offline licensing, entitlements, release channels, rollouts, support, maintenance, and runbooks.
Public Website & Visual Site BuilderCore
Editable pages, sections, cards, images, feature catalog, pricing, Knowledge Center, FAQs, SEO, contact capture, and publication controls.
Update Center & Release CertificationCore
Staged updates, backups, checkpoints, recovery, manifest verification, System Health, and release certification.
Role-Aware In-System Help & Guided LearningCurrent
Page-level explanations, setup steps, role-specific instructions, troubleshooting, completion tracking, and administrator-authored help.
Storage & ZIP Cleanup CenterCurrent
Folder usage, archive inventory, largest-file analysis, protected-record safeguards, and owner-approved cleanup.
Production Validation & Go-Live ReadinessEnterprise
Migration, permissions, workflow, security, backup, recovery, staging, deadline, trust, and launch-acceptance evidence.
System Owner Universal Support ViewCurrent
Administrator visibility across client, attorney, staff, receiver, and operational workspaces without inheriting professional approval authority.
Scratch-Database Recovery RehearsalEnterprise
Streaming backup validation, separate scratch-database restoration, core-table verification, and documented recovery acceptance.
A Complete Platform, Configured for Your Practice
See how the feature families work together across your actual matter lifecycle.
A Complete Platform, Configured for Your Practice
See how the feature families work together across your actual matter lifecycle.