Keep every client, contact and conflict check in one record
Client records, conflict checks, intake forms and a secure client portal.
What you can do
- Client recordsContact details, related parties, matters, documents and invoices for each client on one screen.
- Conflict checksSearch existing clients and adverse parties before you take a new matter.
- Intake forms and AI intakeWebsite enquiries, intake forms and the AI assistant's captured leads arrive in your lead list instead of an inbox.
- Secure client portalClients sign in to see shared documents, messages, matter status updates and invoices, with per-client isolation.
