Topic
Cases
Open cases, organize the work, and keep everything in one place.
Guides
Sections
Notes & Attachments
Notes and files kept with a record, part of the client's case file unless you exclude them.
Private Comments
Inter-office notes for your team: never part of the client's case file, and never visible in the client portal.
Events & Deadlines
Dates that matter to a record: court deadlines calculated from rules, hearings, and personal dates, all on your calendar.
Participants
Everyone involved in a lead or case and their role in it: legal roles like opposing party or judge, and family relationships when they matter to the case.
Conflict Checks
Run a full conflict screen on a lead or case: a generated report on every connected person, with a sign-off from each legal professional in your firm.
Red Flags
The objective client-risk assessment behind your take-on and withdrawal decisions. A checklist of risk factors scored into a single number, which also rates which marketing campaigns bring good clients.
Expenses
Costs charged to a case (filing fees, postage, expert costs), tracked with receipts and billed on the client's invoice.
Settings
Case Types
The kinds of cases your firm accepts, each with its stages, pricing, retainer, minimum trust, and live cost statistics.
Expense Types
The categories used when recording expenses on cases (filing fees, court costs, expert witnesses), with optional invoice note templates.
Event Types
The categories available when creating events on contacts, leads, and cases, such as hearings, filings, key life dates.
Courts
The courts your cases are heard in, with jurisdiction, location, citation details, and the deadline rules attached to each.
Red Flags
Define the risk factors your firm watches for in leads and cases, weight them, and let your own outcomes tune the weights.
Dockets
Recurring docket calls and their time slots, so tasks can be assigned to the docket you'll be standing in.
Intake & Custom Fields
The custom questions your firm asks on contacts, leads, and cases: their order, types, and privacy flags.
Deadline Rules
Reusable deadline calculations. What starts the clock, how days are counted, and how weekends and service extensions are handled.
Looking for every Settings page in the app's own order? See Settings.