Practice Management

Matters, contacts, parties, notes, status, stage, docs, tasks, billing, and calendar.

Chronology of facts, events, filings, communications, treatment, damages, and deadlines.

Matter tasks, recurring workflows, assignments, due dates, and dependencies.

If retained, create matter, send onboarding, request documents, create tasks, and notify staff.

Matter deadlines, limitation dates, hearing dates, discovery dates, and renewal dates.

Court dates, appearances, hearings, filing deadlines, and reminders.

Rules-based deadlines and docketing integrations; demo as partner/native hybrid.

Clients, leads, opposing parties, witnesses, experts, courts, judges, insurers, doctors, and referral sources.

Attorney/staff availability, court dates, consults, internal deadlines, and reminders.

Matter notes, strategy memos, call notes, AI summaries, and attorney review.

Capacity, open tasks, overdue work, lead ownership, and matter ownership.

Practice-area checklists for intake, filing, discovery, settlement, and closing.

Final invoice, documents returned, review request, referral ask, and archive.

Specialized KPIs for PI, family, immigration, bankruptcy, estate, criminal, and other practice areas.

Import contacts, matters, leads, documents, and activities from spreadsheets, Clio, MyCase, Filevine, and Lawmatics.