Client portal
One clear next action. Upload requested files, read shared updates and check appointments.
ONE WORKFLOW. CLEAR RESPONSIBILITIES.
A clear handoff, from every side.
Client relationships and legal work belong in a connected process—not in a maze of unrelated screens.
Lawyer & assistant
A working queue for matters, missing documents, drafts and decisions. Internal notes stay internal.
Firm administration
Manage your own team, invitations, seats and activity. No access to another firm.
Platform operations
Manage service activation, subscriptions and integrations. Separate from everyday case decisions.
One document request, end to end.
- Identify the missing material
The team checks the record and prepares a specific request. - Attorney reviews the request
Only the approved, client-facing instruction is shared. - Client uploads securely
The file is attached to the correct matter and request. - Review the exact submission
Received does not mean accepted. The reviewer checks the uploaded version. - Accept or explain what is missing
The client sees a clear result, not the internal analysis. - Continue with the next task
The checklist and audit trail retain what happened.
Automation can prepare a next step. Your authorized reviewer controls release. Dates require source verification; no automatic court filing is implied.
1 / 6 · Identify the missing material
The team checks the record and prepares a specific request.
Availability varies by workspace. Video, third-party delivery and paid processing remain gated until configured and verified. A workflow illustration is not a claim that every connector is active.
Discuss your workflow