Every new enquiry lands in one list.
Web intake opens the client file and the retainer, ready to sign.
Everything your firm runs on.
Intake, documents, deadlines, invoices and a shared team queue, built around the client file.
Product views
One clear next step.
Clients upload from a laptop or a phone.
Request, review, accept.
Ask for a passport copy, accept it or ask for changes.
Suggestions you approve.
OCR with confidence and source pages. Drafts only.
Reminders at 14, 7, 3 and 1 days.
Every file has a next date and an owner.
Everything on one sheet.
Documents, tasks, invoices and history together.
Every lead, every stage.
Drag a card when a consultation is booked.
Six tools, one client file.
Client intake
Web intake forms create the client file and the retainer agreement, ready to sign online.
Document collection
Request documents like a passport copy or proof of funds. Clients upload in the portal; your team accepts or asks for changes.
Deadlines and tasks
Every file has a next date and an owner. Nothing sits in someone's inbox.
Invoices and payments
Invoice from the file and accept online payment. Clients see what they owe and what they have paid.
Team case queue
One shared list of what needs attention today, sorted by due date.
A complete record
Every request, upload, review and payment is logged with who did it and when.
AI drafts. You decide.
Optional AI and automation. It drafts, flags and reminds; your team accepts, edits or rejects. Switch it off and every workflow still works.
- Reminders at 14, 7, 3 and 1 days, with an owner and a stop rule
- Reads documents: type, fields, confidence, source page
- Flags missing fields and mismatched dates
- Drafts summaries and replies. A person accepts, edits or rejects
How AI and automation work.
Automation builder
Each rule has an event, conditions, actions, a delay, an owner and stop rules. Rules create tasks, assign staff, request documents and send approved admin templates.
Deadline reminders
Proposed at 14, 7, 3 and 1 days before a deadline. Short notice escalates right away. Overdue critical tasks go to the responsible consultant.
Document reading
Classification and OCR with a confidence score and a link to the source page. Staff confirm names, numbers and dates before they count. Unreadable fields stay unknown.
Flags and drafts
Missing fields, inconsistent dates, matter summaries and reply drafts. Every output is a draft: accept, edit or reject.
What stays human
Legal advice, refunds, bank details, final outcomes and submissions always need a person. AI never signs or submits.
Your switch
Turn AI off for the firm or for sensitive document types. Each run is logged with sources and the reviewer's decision.
Your morning, in one queue.
Every matter that needs you today, with deadlines and Vo drafts waiting for your review. Illustrative data.
Next step:
a demo.
- 1Pick a time
- 230-minute walkthrough of an illustrative client file
- 3Try a sandbox with sample data