Everything you need to get going.
Managing your files and matters on the homepage
The overview tab in your file
Managing tasks, deadlines and more in your files
The intake section of your file
Managing any related parties to your files
Managing assets and liabilities in your files
Document generation and automation
Publishing a notice to creditors or public notices in your files
Automated accounting features, reporting and more
Manage proposed, requests and distributions made to date
Managing documents uploaded and generated in your files
Store planning documents and clauses for your planning clients
Managing your and teams' tasks across all files
View custom reports and analytics for your firm
Managing integrations for you and your organization
Edit organization settings
Manage and edit billing information
The (other) legal stuff
Articles and Surveys for our Beta Programs