Who it's for
Built for the whole firm, not one desk
A practice runs on a partner's judgement, an associate's files, a secretary's diary and an accountant's books. Each of them works in the same system, and each sees only what their role and their matters allow.
Who this is for
A good fit
Firms of three to 25 lawyers
Litigation, conveyancing and corporate work running alongside each other, with files that outlive the associate who opened them.
More than one person keeps a diary
Hearings, filing deadlines and appointments that several people enter and everybody else relies on.
Firms that hold client money
Money held for a client belongs in a ledger per matter that someone can check, not in a notebook and a bank app.
Not yet
A sole practitioner with three matters a month
You do not need this yet. A diary and a careful spreadsheet still hold that volume, and the system would ask more of your attention than it gives back.
A firm that wants document storage only
If the whole problem is where the files live, this is heavier than you need. Buy storage, keep the difference, and come back when the diary and the money start to hurt.
By role
What each person gets from it
Access follows the permissions the firm gives each role, so the same screens show each person what their work needs. Every role has a reading path in the help centre.
Managing partner
Holds every permission: sets the firm's rules, decides what others may do, and answers for the books.
The managing partner's guidePartner
Answers for matters: clears conflicts, supervises the team, approves time and documents.
The partner's guideAssociate
Runs files day to day: parties, documents, hearings, deadlines, tasks and time.
The associate's guidePupil
Learns on real files under supervision: records time, drafts, attends and notes.
The pupil's guideSecretary
Keeps the diary, files documents and mail, and holds the originals register.
The secretary's guideAccountant and bookkeeper
Keeps the books: disbursements, petty cash, claims, journals and the month end.
The accountant and bookkeeper's guideFirm administrator
Sets the firm up, keeps its registers, and manages people and access.
The firm administrator's guide
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.