Case Management
Cases
- Matter intake and organization
- Matter search and referencing
- Configurable matter categorization
- Matter ownership and responsibilities
- Parent and subcase structures
- Shared matter history and collaboration
- Matter-linked financial agreements
- Matter-linked deadlines and activities
Parties & Contacts
- Matter parties and legal roles
- Configurable party categories
- Court and counterparty references
- Representation relationships
- Acting-by relationships
- Natural persons and legal entities
- Shared contacts across matters
- Automatic conflict checks
Documents
- Central matter document repository
- Full-text document search
- Document categorization and chronology
- PDF previews
- Email-to-document conversion
- Word-to-matter document saving
- Automatic versioning and comparisons
Document Processing
- PDF splitting and merging
- ZIP bundling and extraction
- Bulk document processing
- PDF orientation correction
- AI document indexing and summaries
Secure Document Sharing
- Secure share links
- Party-based access control
- Automatic expiration periods
- Email distribution
- Download tracking and audit trail
Court & Exhibit Bundles
- Court-ready bundle generation
- Automatic exhibit numbering
- Supplementary bundle support
- Template-based cover pages and tables of contents
- Automatic page numbering and formatting
- Digital exhibit navigation
Legal Billing
Legal Engagements
- Matter-linked legal engagements
- Matter-based quotations
- Client and contact-specific engagements
- Engagement templates
- Practice-specific quotation templates
- Standardized pricing structures
- Integrated terms and conditions
- Electronic quotation approval
- Client portal review
- Quote-to-engagement conversion
- Multi-matter financial agreements
- Parent and subcase billing structures
Retainers & Invoicing
- Retainer invoicing
- Draft invoice review
- Matter-linked invoices
- QR code payments
- Bank synchronization
- Automatic payment reconciliation
- Balance invoicing after retainer usage
- Credit notes for unused retainers
- Automatic refund reconciliation
Time Tracking
- Matter-linked timesheets
- Manual time registration
- Automatic performance tracking
- Post-work time registration
- Rule-based time automation
- Autotracked timesheets
- Review before invoicing
- Matter-grouped timesheet overviews
- Configurable invoice detail levels
Cost & Quantity Tracking
- Matter-linked costsheets
- Manual quantity registration
- Automatic performance tracking
- Rule-based cost automation
- Autotracked costsheets
- Adjustable billable quantities
- Review before invoicing
- Matter-grouped costsheet overviews
- Configurable invoice detail levels
Case Communication
Email Triage
- Shared legal inboxes
- Central email triage workspace
- Automatic email intake
- Structured email-to-document conversion
- Matter recognition and linking
- Manual matter assignment
- Automatic email categorization
- Multi-mailbox management
- Mailbox access control
- Email review workflows
- “To check” and “Checked” statuses
- Spam and irrelevant email filtering
- Incoming and outgoing email synchronization
Matter-Based Communication
- Matter-linked email history
- Email attachment extraction
- Email-to-document preservation
- Attachment-to-matter linking
- Context-preserving email replies
- Outlook integration
- Matter-based office templates
- Matter-native email drafting
- AI-assisted email drafting
- Role- and instruction-based replies
- Automatic communication archiving
Internal Collaboration & Follow-Up
- Internal matter messaging
- Matter-linked conversations
- Notifications and threaded replies
- Activity scheduling
- Personal and team follow-up
- Shared activity overview
- Matter-linked reminders
- Meetings and hearing management
- Procedural deadline tracking
- Configurable reminders
- Matter calendar events
- Outlook calendar synchronization
Legal Drafting
Word-Based Legal Drafting
- Microsoft Word integration
- Matter-native document drafting
- Smart document starting points
- Matter-based drafting context
- Office templates and layouts
- Automated case information insertion
- Guided drafting inputs
- One-click document generation to matter
- Ad hoc drafting instructions
- Predefined drafting instructions
- Matter-native AI assistance
- Context-aware drafting from case materials
- Text insertion and replacement
- Section-based drafting refinement
- AI-assisted document editing
- Matter-linked document saving
- Automatic document versioning
- Document history and restoration
Outlook-Based Legal Drafting
- Microsoft Outlook integration
- Matter-native email drafting
- Email templates
- Automated salutations and references
- Matter-based recipients
- CC and BCC party selection
- Matter document attachments
- PDF and original document attachments
- Predefined drafting instructions
- Ad hoc drafting instructions
- Matter-native AI assistance
- Context-aware email drafting
- Text insertion and replacement
- Section-based email refinement
- AI-assisted email editing
- Automatic matter archiving
Document Automation
Smart Legal Documents
- Matter-based document generation
- Smart legal templates
- Practice-specific document templates
- Automated case information insertion
- Guided document questionnaires
- Dynamic document fields
- Conditional clauses and logic
- Reusable legal snippets
- Litigation, regulatory and transactional templates
- Automated document generation
- Word-based post-generation editing
- Matter-linked document storage
Signature Management
- Electronic signature workflows
- Signature placeholders
- Multi-party signing flows
- Sequential signing order
- Automated signature requests
- Multiple signature assurance levels
- Signed document archiving
- Proof-of-signing generation
- Matter-linked signing evidence
Smart Template Builder
- AI-assisted template analysis
- Template automation suggestions
- Dynamic field identification
- Conditional clause detection
- Guided question generation
- Reusable snippet identification
- AI-assisted template implementation
- Lawyer-controlled template editing
- Reusable template libraries
Legal Intelligence
Matter-Native Legal AI
- Matter-native AI analysis
- Context-aware legal reasoning
- Client case document retrieval
- Multi-document legal context
- Ad hoc legal instructions
- Matter-linked legal conversations
- Reusable legal sources
- Legislation, case law and doctrine sources
- Jurisdiction-specific legal context
- Practice-area-specific legal context
- Combined matter and legal source analysis
- Analysis notes and annotations
- PDF export of legal notes
- Matter-linked analysis history
Legal Roles & Instructions
- Reusable legal roles
- Reusable legal instructions
- Role-based legal reasoning
- Structured legal methodologies
- Objective-based instructions
- Rule-based instructions
- Structured output definitions
- Litigation, regulatory and transactional methodologies
- Shared legal methodology libraries
- Matter-linked instruction history
Legal AI Workflows
- Multi-step legal workflows
- Workflow-based legal methodologies
- Incremental legal reasoning
- Reusable workflow steps
- Step-based roles and instructions
- Multi-case legal context
- Workflow memory controls
- Previous-response context management
- Analysis note context management
- Model selection per workflow step
- Practice-specific workflows
- Step-by-step execution history
AI Audit & Explainability
- AI interaction snapshots
- Full reasoning traceability
- Workspace preservation
- Analysis setting reviews
- Model configuration tracking
- Legal source traceability
- Context traceability
- Prompt traceability
- Retrieved document traceability
- Retrieval audit trails
- Word and Outlook context tracking
- Interaction history preservation
Debt Collection
Debt Recovery Cases
- Matter-based debt collections
- Litigation-to-collection conversion
- Collection categories
- Principal and cost management
- Matter-linked debt records
- Debt categorization
- Matter-linked supporting documents
- Real-time debt overviews
- Outstanding balance tracking
Interest & Recovery Calculations
- Fixed interest rates
- Variable interest rates
- Interest validity periods
- Percentage-based debt calculations
- Due-date interest accrual
- Automatic interest calculations
- Real-time interest updates
- Recovery cost calculations
Payment Allocation
- Trust account payment tracking
- Manual payment allocation
- Automatic payment allocation
- Configurable allocation methods
- Principal, interest and cost prioritization
- Rule-based payment priorities
- Oldest, newest, highest and lowest allocation logic
- Automatic interest recalculation
- Real-time balance updates
Collection Workflows
- Automated payment demands
- Collection status reports
- Debt recovery reporting
- Payment plans
- Installment schedules
- Flexible repayment arrangements
- Payment agreement generation
- Automatic installment allocation
- Payment plan tracking
- Default handling for broken payment plans
Accounting
Legal Accounting
- Multi-company accounting
- Fiscal localization packages
- Country-specific compliance
- Monthly, quarterly and yearly closing
- Multi-currency accounting
- Tax reporting
- Tax audit trails
- Cash basis accounting
- Fiscal positions and VAT handling
Receivables & Payables
- Customer invoicing
- Vendor bill management
- Credit notes and refunds
- Payment terms
- Credit limits
- Recurring invoicing
- Accounts receivable and payable
- 3-way invoice matching
Bank & Payment Management
- Bank synchronization
- Automatic bank feeds
- Bank statement imports
- Smart reconciliation
- Automatic payment matching
- Partial and full reconciliation
- Batch payments
- SEPA transfers and direct debit
- Mobile QR payments
- Online payments
Financial Control & Reporting
- Journal entries
- Financial statements
- Budget management
- Analytic accounting
- Cost center hierarchies
- Analytic distributions
- Revenue and expense recognition
- Asset and depreciation management
Expense Management
- Employee expenses
- Receipt attachments
- Expense reports
- Approval workflows
- Team expense management
- Expense reinvoicing
- Accounting integration
Human Resources
Employee Management
- Employee profiles
- Skills and competencies
- Resumes and certifications
- Organizational charts
- Departments and teams
- Roles and responsibilities
- Employee contracts
- Work schedules and working hours
- Hybrid and remote work planning
- Employee documents
- Access rights and permissions
Recruitment & Hiring
- Job position management
- Recruitment pipelines
- Candidate tracking
- Interview scheduling
- Calendar synchronization
- Recruitment activities and follow-up
- Recruitment reporting
- Applicant document management
- Online job publishing
- Digital offers and signatures
- Candidate-to-employee conversion
Onboarding & Offboarding
- Employee onboarding plans
- Employee offboarding plans
- Cross-application onboarding workflows
- Employee document signing
- Onboarding activities and follow-up
Time Off & Workforce Planning
- Time off management
- Leave approval workflows
- Public holiday management
- Accrual plans
- Supporting documents for leave
- Team availability overview
- Working location planning
- Employee planning and scheduling
Performance & Development
- Employee appraisals
- Department-specific appraisal templates
- Two-way feedback
- 360° feedback
- Goal setting and follow-up
- Skills evaluations
- Meeting scheduling for reviews
- Development tracking
Websites
Law Firm Websites
- Multi-page law firm websites
- Practice area pages
- Lawyer and team profiles
- Responsive mobile design
- Multi-language websites
- Multi-website management
- Custom domains
- Website content management
- Blog and legal insights publishing
- Website analytics
Lead Generation & Intake
- Website contact forms
- Smart intake forms
- Matter intake workflows
- Lead capture and qualification
- Visitor-to-CRM conversion
- Practice-specific landing pages
- Calls-to-action and lead generation tools
SEO & Online Visibility
- Built-in SEO tools
- Metadata management
- Keyword optimization
- Search engine indexing support
- Social media integration
- Content localization by language and geography
Client Portals & Interaction
- Client portal access
- Matter-related document access
- Invoice and quotation access
- Secure document sharing
- Live chat
- Chatbots for intake and support
- Helpdesk requests
Website Integrations
- CRM integration
- Email marketing integration
- Social marketing integration
- Calendar integration
- Embedded external tools
- Third-party website embedding
Marketing
Lead Generation & Client Acquisition
- Website visitor tracking
- Lead capture and qualification
- Website forms and intake flows
- Live chat and visitor engagement
- Automated lead creation
- CRM integration for follow-up
- Lead source attribution
Email & Client Communication
- Professional email campaigns
- Newsletter management
- Legal updates and insights distribution
- Audience segmentation
- Personalized email templates
- Scheduled communications
- Multi-language campaigns
- Subscription and opt-out management
Campaign Management
- Multi-channel campaigns (email, SMS, social)
- Automated marketing workflows
- Follow-up sequences
- A/B testing
- Campaign scheduling
- Campaign performance tracking
Social Media & Reputation
- Social media publishing
- Social engagement monitoring
- Social lead generation
- Link and campaign tracking
- Revenue attribution from campaigns
Events & Thought Leadership
- Seminar and webinar management
- Event registration and ticketing
- Legal training and CPD events
- Event communications and reminders
- Speaker and agenda management
- Attendance tracking
- Post-event follow-up surveys
Surveys & Client Feedback
- Client satisfaction surveys
- Intake questionnaires
- Legal matter questionnaires
- Feedback collection
- Real-time reporting and analytics
Analytics & Reporting
- Marketing KPIs
- Campaign ROI tracking
- Revenue attribution
- Conversion reporting
- Lead source analytics
- Website and engagement analytics
Productivity
Internal Communication
- Team messaging and discussions
- Direct and group messaging
- Matter-related communication
- Private collaboration channels
- Internal notifications
- Mentions and task coordination
- Voice and video meetings
- Screen sharing and conferencing
- WhatsApp integration
Tasks & Follow-Up
- Activities and reminders
- Task assignment and delegation
- Matter-related follow-up
- Meeting scheduling
- Calendar synchronization
- Shared deadlines and planning
- Outlook and Google calendar integration
Appointments & Scheduling
- Online appointment booking
- Lawyer availability scheduling
- Team scheduling
- Intake qualification forms
- Automated confirmations and reminders
- Video meeting links
- Multi-timezone scheduling
- Website appointment booking
Knowledge Management
- Internal knowledge base
- Legal know-how management
- Collaborative documentation
- Shared procedures and templates
- Version history and autosave
- Internal and external article sharing
- PDF export
- Searchable knowledge repository
AI Productivity
- AI drafting assistance
- AI email assistance
- AI summaries and transcription
- AI document classification
- AI-powered workflows
- AI business insights
- AI assistants across applications
Integrated Productivity
- Cross-application collaboration
- Matter communication across apps
- Shared activity history
- Unified notifications
- Mobile productivity