How Your Firm Runs on One System
From client intake to case resolution — manage everything in one place and give clients the visibility they expect.
Create Your Firm Profile
Sign up and build your firm profile in minutes. Add your practice areas, bar credentials, and availability. Your profile is verified and listed in the directory automatically.
Onboard Your Clients
Invite existing clients or accept new ones through the directory. Each client gets a secure portal where they can see case status, milestones, and documents — no more status-update calls.
Manage Cases & Milestones
Track every case from intake to resolution. Update statuses, add milestones, and share documents — clients are notified automatically so you never have to answer 'What's the status?'
Consult via Video
Run consultations from anywhere with built-in video. Schedule sessions, collect payments, and keep everything in one system. No third-party tools required.
Platform Features
Compliance-Safe
Built for Georgia Bar Rules 5.4 & 7.2 — no fee-sharing, no endorsements
Video Consults
Meet clients face-to-face from anywhere — no office visit required
Document Sharing
Securely store and share case documents with clients in one place
Client Messaging
Encrypted messaging keeps all communication in one audit trail
Automated Notifications
Clients are notified instantly when case status or milestones change
Case Timeline
Milestones, appointments, and deadlines — visible to you and your clients