Emails lost in inbox
Critical client email buried in 500 others.
Emails, messages, and calls — all linked to the right matter.
Critical client email buried in 500 others.
Email here, text there, call notes nowhere.
Associate emails client. Partner unaware.
Sensitive info over email = bad practice.
Calls happen, notes don't.
Email, chat, calls — all linked.
Encrypted in-portal.
Automatic call-log and transcription.
Whole team sees matter comms.
Find any conversation, any time.
Updates stay linked to matters so nothing gets lost in inboxes.
Everything lives where it belongs, so the team stays aligned and the work keeps moving.
Track relationships and follow-ups without losing the thread.
Give clients secure access to their matters, documents, and invoices. Streamline communication and collect e-signatures effortlessly.
Gmail/Outlook integration.
Secure messaging.
Automatic capture, optional transcription.
All communications visible.
Find anything, ever.
Yes — based on client/matter rules.
Yes — 23 languages.
Yes — route team conversations.
Portal messaging is encrypted end-to-end.
One place for every matter — docs, tasks, time, and communications.
View solutionSecure access to matters, docs, and invoices — for your clients.
View solutionClients, prospects, referrals — every relationship tracked.
View solutionPrivate, cited legal AI across chat, mobile, and eFirm.