Signup and plan selection
Firms create the initial account, choose the plan, and establish the primary contact.
Open signup
Legal operations software
Built for firms that want cleaner daily work.
Open matters faster, keep documents where they belong, follow deadlines, and run secure legal operations from one place with plan-based storage, access, and compliance controls.
Matters
matters, client records, tasks, and key dates in one flow
Documents
organized files, controlled access, secure sharing, and plan-based storage tiers
Compliance
audit visibility, permissions, and upgrade paths that scale with the firm's operational risk
Why firms settle into it quickly
The work feels more predictable when the basics are handled well.
Casework stays readable
Matters, client records, tasks, and deadlines stay connected, so staff spend less time reconstructing context.
Billing is easier to follow
Subscription status, renewal dates, payment activity, and plan inclusions stay visible without forcing firms into a separate tool or email thread.
Access stays controlled
Staff, administrators, and the firm's clients do not need the same view of the system, and the product reflects that.
Connected surfaces
One SaaS flow across public signup, platform approval, and the Firm Workspace.
The marketing site, platform operations console, and Firm Workspace are separate surfaces, but they should reflect one lifecycle for the same firm record.
Provisioning and review
Platform admin tracks approvals, subscription health, and storage without entering tenant legal records.
Open adminDaily legal operations
The Firm Workspace handles matters, clients, hearings, outgoing pleadings, and internal coordination.
Provisioned as part of registration for Professional and Growth firms, or after platform approval for Enterprise rollout.
Getting started
From signup to a working Firm Workspace in three steps.
01
Create the firm account
Add the firm details, choose the plan, and set the first person who will handle setup.
02
Provision the subdomain
Professional and Growth provision directly. Enterprise stays visible to the platform team until rollout approval is complete.
03
Finish setup and start work
Complete onboarding, invite the right people, and start using the Firm Workspace with access already in place.
Guided onboarding
Bring the right people into the first rollout.
The best first demo is not generic. It should reflect the operational surface your firm actually needs: platform oversight, firm workspace coordination, client communication, and subscription or storage controls.
What the platform team can walk through
-
P1
Platform admin controls
Firm provisioning, billing lifecycle, storage oversight, and platform-side approvals.
-
F1
Firm workspace operations
Matter intake, client records, tasks, finance, workflow queues, reporting, and role-based access.
-
C1
Firm client experience
Portal access, secure document exchange, progress visibility, and message handling tied to the right case.
Demo request
Request a workflow-focused walkthrough.
Share the firm profile and the workflows that need the most attention. The request is stored for platform follow-up.