Work the practice, not the software.
An operations CRM built for legal practices. Track each entity's lifecycle across KYC, screenings, obligations, and open matters from a single workspace — with finance and compliance always one click from the relationship.
- 01PracticeAttention queue · review buckets
- 02ClientsKYC · screening · obligations
- 03MattersStages, milestones, signatures
- 04FinancePriorities · invoices · transactions
Work the practice, not the software.
An attention-first dashboard that tells the practice what needs them today — pending KYCs, transactions waiting on review, awaiting signatures, urgent obligations. Stop opening five tabs to know the state of the firm.
- Attention queue: KYC, signatures, deadlines
- Pending review buckets across the practice
- Pinned guardrails for accounting + extractions
Relationship-led legal operations.
One row per client. KYC status, screening posture, open obligations, last activity — read together, not from four separate systems. The relationship is the unit of work.
- Single row per client — KYC + screening on glance
- Open obligations and last activity inline
- One-click jump into matters, finance, or docs
Workflow-first matter operations.
Every matter, structured. Type, jurisdiction, stage, signatures, next milestone — all on one surface. Triage at speed, no folder spelunking, no spreadsheet exports.
- Jurisdiction-aware stage templates
- Signature + filing readiness on glance
- Next milestone surfaced, never buried
Finance, in priority order.
Unmatched transactions, unallocated bills, overdue invoices — surfaced as a review queue, not a 30-tab spreadsheet. The practice's money read in priority order, with a quick deck for transactions, invoicing, and reconciliation.
- Priority review queue — needs review first
- Quick deck: register, invoicing, reports, recon
- Per-client open count without leaving the page