The workspace for small firms.
One shared system of record for 2–20 person firms. Practice, matters, firm review, and client finance — on a keyboard-first surface built for how senior lawyers actually work.
- 01PracticePipeline · jurisdictions · KYC
- 02MattersEvery matter, structured
- 03ReviewCross-client work, in priority
- 04FinanceClient books, in one place
The home for the firm.
An attention-first dashboard. Active matters, pending documents, total clients, compliance score — alongside the pipeline by stage and the jurisdiction breakdown by client. The state of the firm in one glance.
- Today + this-week split, no calendar tetris
- Pipeline + jurisdiction visualized inline
- Quick actions for the work that's about to start
Every matter, structured.
One row per matter. Type, jurisdiction, status, last update — visible together. Pending approvals and approvals due bubble up automatically; client tasks surface where they're being blocked.
- Incorporation workload pinned to the top
- Pending approvals + client tasks in-band
- Inline filtering by status, type, jurisdiction
The work that needs eyes.
A cross-client review queue — close-readiness reviews, synthetic queues, claim assignments — read in priority order. Partners stop hunting for what's open and start clearing the queue.
- Cross-client work in one priority queue
- Claim, defer, or close from the row
- Backed by the firm's roster + workload model
Client books, on one page.
Open a client workspace, review the chart of accounts, journal, close periods, and reports — without leaving the platform. Client books surfaced like client matters: in priority, in plain sight.
- Client books indexed by review priority
- Journal, close, reports — same chrome
- Per-client open count and next step inline
One firm. One workspace.
2–20 seats, one system of record.
From the partner's desk to the new associate's first matter — same surface, same shortcuts, same source of truth.