Help centre
How to use it, step by step
Task guides for the work, the rules the system enforces explained in plain words, and a reading path for every role in the firm.
53 articles
Getting started
Signing in, two-step sign in, your profile and finding things.
- Task guideFind anything with searchOne search box across matters, parties, documents and their text, notes, filed mail and originals, showing only what you may see.
- Task guideSign in and turn on two step sign inSign in at your firm's own address, set a strong password, and protect the account with an authenticator app or an emailed code.
- Task guideYour profile and what you are toldKeep your own details current and choose how each kind of notice reaches you, in the app, by email or by text message.
Firm setup
The firm's profile, settings, numbering, registers and the people who work there.
- Task guideCodes and integrationsThe activity, task and disbursement codes time and money are recorded against, and the firm's credentials for mail, text messages and other services.
- Task guideCurrencies and exchange ratesThe currencies the firm works in, and the rate for each day, always read for the date of the document rather than today.
- Task guideFirm settings and numberingThe rules the firm decides, kept as settings with a history, and the pattern every matter, bill, receipt and journal number follows.
- Task guideHolidays, court vacations and firm closuresThe one calendar that says which days nobody works, which every deadline count and the diary read.
- Task guideLeave, practising licences and CPDLeave that is decided by somebody else and shows what the absence puts at risk, the firm's practising licences by year, and CPD against the requirement.
- Task guidePractice areas, matter types and custom fieldsThe areas the firm practises in, the kinds of matter under each with their defaults, and the extra fields the firm wants recorded.
- Task guideSet up your firmThe firm's profile, offices, bank accounts, logo and letterhead, completed before anyone else starts work.
- Task guideSystem health and alertsSee whether the firm's deployment is healthy, which release it runs, and the operational alerts that need someone's attention.
- Task guideThe courts and judges registerThe courts the firm appears before, by class, with their divisions, registries and judges, kept by the firm itself.
Access and security
Roles and permissions, ethical walls, the emergency override and the audit trail.
- Task guideChange what a person may doInvite a person, give them roles, add or take away a single permission for them, and deactivate them when they leave.
- ConceptEthical wallsA wall makes a matter or a client invisible to the people it shuts out, everywhere in the system, until two people agree to lift it.
- ConceptRoles, permissions and scopesWhat a person may do is decided by the permissions their roles grant, each at a scope, never by the name of their role.
- ConceptThe audit trailEvery change, and every view of confidential material, is written down with who, what and when, in a record no one can edit.
- ConceptThe emergency overrideFor the rare moment someone must act beyond their permissions, the override opens access for four hours, with a reason, a second sign in and a notice.
- Task guideVendor support accessLet our support team into your deployment for a window you choose, with its own account, a banner everyone sees and every action recorded.
Clients and intake
Parties, know your customer, conflict checks and data subject requests.
- Task guideAdd a party and keep the register cleanAdd a person or an organisation once, see possible duplicates before saving, and merge two records that turn out to be the same.
- Task guideData subject requestsLog, verify, locate and answer a request under the Data Protection Act, 2012 (Act 843), within the firm's time, with every step on the record.
- ConceptKnow your customer and AMLWhat the firm must hold about each client under its own rule, how the risk band is set and confirmed, and how reviews and internal concerns work.
- Task guideRun and decide a conflict checkCheck every proposed party against the whole register before a matter opens, and record the partner's decision for good.
Matters
Opening, budgeting, working and closing a matter.
- Task guideClose and archive a matterWork the closure checklist, clear what blocks the close, close the matter, and archive it so its file is dated for retention.
- Task guideOpen a matterRecord the enquiry, add the client and parties, clear the conflict check and complete the opening checklist, then open the file.
- Task guideSet and revise a matter budgetA budget per matter, in its own currency, with optional phases, every revision kept, and the partner told as the spend approaches it.
- Task guideThe matter register, views and dashboardFilter the matters you need, save the view for next time, find files nobody has touched, and read a matter at a glance.
Documents
Files and versions, templates, approval, originals, email filing and e-signature.
- Task guideDocument approvalSend a draft for approval along the firm's route, and understand why nothing leaves the firm until the version asked for is approved.
- Task guideFile email to a matterUse a matter's own address so mail and attachments arrive scanned and wait for a fee earner to confirm them onto the file, and send from the matter.
- Task guideRequest an electronic signatureSend one version of a document to be signed in order, follow each signatory, and receive the signed version and its certificate on the matter.
- Task guideTemplates and document generationKeep the firm's Word templates, draft from them with the matter's details filled in, and file the result on the matter automatically.
- Task guideThe originals registerRecord every deed, will, certificate and passport the firm holds, where it is kept, who has it out, and every movement since it arrived.
- Task guideUpload documents and keep their versionsFile documents on a matter, understand the scan that runs before anyone can open them, and work with versions and locks.
Court and deadlines
The diary, the deadline rules, deadlines and reminders, and the case itself.
- Task guideConfirm, extend and complete deadlinesReview the deadlines the rules suggest, confirm them, extend one only with a reason and the authority for it, and complete it with evidence.
- Task guideCriminal matters, charges and bailRecord the charges, the prosecuting authority, bail with its sureties and conditions, and custody, on a criminal matter.
- ConceptHow the deadline rules count timeThe firm's own rules for counting time, the units and calendars they count against, and why editing a rule never moves a date already set.
- Task guideJudgments, appeals and enforcementRecord the judgment and what was awarded, take the case on appeal, and follow enforcement to its outcome.
- ConceptReminders and escalationHow reminders climb from the holder to the partner and the managing partner, why each must be acknowledged, and what leave does.
- Task guideThe calendar and court diaryPut hearings, meetings and internal events in the diary, repeat them, and read the court diary grouped by court and time.
- Task guideThe case, hearings and filingsOpen the case on a matter, list hearings and record what the court did, and keep filings, service and orders that start time running.
Tasks and workflows
Tasks, checklists, templates and the workflows a matter follows.
- Task guideTask templates and workflowsKeep the steps a kind of matter always needs as a workflow, laid out as tasks with owners and due days when the matter opens.
- Task guideWork with tasksCreate tasks on a matter or for the firm, work their checklists, mention colleagues in comments, and see your list and the team's.
Time and billing
Rates, time, disbursements, expense claims, petty cash, tax and billing arrangements.
- Task guideBilling arrangementsSet how a matter is charged, hourly, fixed fee, fixed fee by milestone, retainer or scale fee, with one arrangement in force on any day.
- Task guideExpense claims and petty cashClaim back what you paid for the firm, have a partner decide it, and keep petty cash floats with vouchers, top ups and counts.
- ConceptRates and how an hour is valuedThe firm's rate cards, the order the system looks for a rate in, and why a rate change never rewrites time already recorded.
- Task guideRecord a disbursementRecord what was paid out on a matter from office money, client money or petty cash, and see it post to the books in the same step.
- Task guideRecord timeRun a timer or fill the week grid, with each entry rounded, valued at once and checked against the rules the firm sets.
- Task guideTime approvals, timesheets and targetsApprove late time, run timesheet submission where the firm uses it, and see each fee earner against target.
- ConceptVAT and the levies at the tax pointHow VAT, NHIL and GETFund are computed per line on a common base, why agency disbursements stay outside it, and where the rates live.
Accounts
The ledger, accounting months, journals and the trial balance.
- Task guidePost a manual journalPrepare a journal the posting rules do not make for you, give the reason, and have it approved where it is above the firm's threshold.
- ConceptThe ledger and accounting monthsThe rules the books keep that nobody can bypass, and how months are closed, locked and reopened.
- Task guideThe trial balance and account ledgersRead the trial balance at any date, follow any balance down to its postings and source, and export the journals for the firm's accountant.
Records and retention
Deleted records, restore, retention periods and legal holds.
- ConceptDeleted records and restoreNothing a person deletes is destroyed. It is marked with who, when and why, stays readable on its own page, and can be restored.
- ConceptRetention and legal holdsHow long the firm keeps each class of record, the nightly review list, two person destruction, and holds that stop it.
Looking for where to sign in?
Each firm has its own deployment at its own address, given to it when it was set up, so there is no sign in on this site. Use the address your firm gave you, or ask your firm's administrator for it.