Features
Everything the firm needs, all in one tab.
Eight buckets, two pinned tools, one shared firm record. Each section below describes what's inside.
1200×900 PNG. The packet wizard on the Practice Areas step with the Texas map visible.
features.leads.screenshot
Leads — packets, letters, team
Convert prospects into clients. The packet builder composes a clean letter-sized PDF with a stylized Texas map, your offices, the practice areas you choose, and the team members you want to feature. Engagement letters carry reusable clauses, scope bullets, fee defaults, and one-click DOCX or PDF export.
- Marketing-packet wizard with print/save-PDF
- Engagement-letter editor with clause library
- Team directory + per-attorney bio editor
- Practice-area library with sub-areas
- Client-industry library
- Letter-sized print stylesheet
Intake → Clients & Matters
Intake records flow into the client + matter file the moment the firm signs an engagement. Joint representation, related parties, and matter-level fee defaults are all first-class.
- Active-intake queue with status
- Client record (individual or entity)
- Matter file with kind, court, judge, opposing counsel
- Joint representation (M-to-N matter ↔ client)
- Related parties on matters
- Matter-level fee defaults
1200×900 PNG. A populated matter screen — clients, opposing counsel, court fields visible.
features.matters.screenshot
1200×900 PNG. The invoice builder with unbilled time entries selected.
features.billing.screenshot
Billing — time, invoices, trust
Track time per matter, roll unbilled entries into an invoice, post the invoice to a trust or operating account, and watch the balance sheet update in real time.
- Cross-bucket Time Tracker pinned everywhere
- Activity codes with default rates
- Invoice builder with line items
- Trust- vs operating-account postings
- Invoice statuses (draft, sent, paid, overdue)
- Per-matter retainer tracking
Bookkeeping — one ledger
A real chart of accounts. Trust and operating accounts share the same posting model so the trust-write rule is enforced everywhere it should be.
- Chart of accounts with kind (trust / operating / equity / income / expense)
- Double-entry transactions with multi-posting support
- Trust-write permission gate
- P&L + balance sheet derived from the ledger
- Check ledger with cleared-state tracking
- Per-account opening balance
1200×900 PNG. The bookkeeping page with a trust account selected and a few cleared transactions visible.
features.bookkeeping.screenshot
1200×900 PNG. The Quickdraft estate-planning wizard with the package summary visible.
features.quickdraft.screenshot
Quickdraft — document prep
Template-driven document generation. The estate-planning package builder produces a will, durable POA, medical POA, HIPAA release, and directive-to-physicians from a single intake.
- Template editor with merge fields
- Estate-planning package builder
- Per-template variable schema
- Prepared-document archive on the matter
- .docx + .txt template content upload
Firm Settings — branding, team, audit, backup
Cross-bucket settings hub. Branding (palette + typography) cascades to every page including printed PDFs. The audit log records every successful mutation. Backup exports the entire studio as one JSON file.
- Firm identity (name, offices, branding)
- Letterhead positioning rectangles
- Team invites with magic-link signup
- Role-based permissions per bucket + action
- Audit log of every create / update / delete
- One-click backup + restore (replace or merge)
1200×900 PNG. Firm Settings → Branding showing the palette grid and font pickers.
features.firm.screenshot
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