Templates
Centralize your matter data in a system of record
- Define types of legal work and the key data points for each
- Create department-specific views of your open matters
- See information related to each matter at a glance
Teams
Establish your team and collaborate securely
- Invite internal and external team members to collaborate
- Control which team members can access each matter
- Drive automation based on each user’s team status
Status Updates
Collect progress updates easily, no chasing required
- Set the frequency with which updates are requested
- Specify which team members are responsible for providing them
- View and export the full history of updates at any time
Tasks & Events
Track deliverables and milestones in a shared workspace
- Assign and prioritize tasks for team members to complete
- Record events such as depositions and pre-trial conferences
- Stay in sync with Outlook, Gmail, and Google Calendar integrations
Documents
Store and organize work product in a secure place
- Upload emails and documents related to each matter
- Search the full text of documents and preview them in app
- Create folder structures and organize documents within them
