Practice management
A place for your practice.
Practice management for expert witnesses, solo attorneys, and other professionals. Keep correspondence, documents, AI research, deadlines, time, and billing organized by matter or project.
Your everyday work, together.
- Email and files
- File correspondence with the Outlook add-in, or forward or BCC email from any mail service. Receive documents through an upload link to the matter folder.
- Agreements and sharing
- Send your Service Agreement for e-signature and follow its status. Share your fee schedule and other practice documents through one link that opens without an account.
- Document tools
- Create reading copies, extract text from scans, and request AI summaries. Keep the originals alongside them. Documents and text sent to AI models stay private and are not used to train models.
- Dates and billing
- Keep appointments and due dates on the matter calendar. Track your time and prepare invoices from approved entries.
More expertise. Less administration.
Security
Encrypted storage and access controls for practice records. Security and data handling.
User Guide
How the product works, page by page. User Guide, also in a version for your AI assistant.