Case Management
Track active matters through every stage from intake to resolution
Active Matters
0
Across all practice areas
Upcoming Deadlines
0
Within 30 days
Billable This Month
0.0h
Target: 150h
Cases Won (YTD)
0
--% win rate
Active Cases
| Case # | Title | Type | Status | Attorney | Next Deadline | Hours |
|---|---|---|---|---|---|---|
| No cases yet. Click "Load Sample Data" or "New Case" to begin. | ||||||
Document Assembly
Build legal documents from templates with clause-level customization
Template Library
🔒
NDA
Non-Disclosure Agreement
💼
Employment
Employment Agreement
🏢
LLC Operating
LLC Operating Agreement
🏠
Lease
Commercial Lease
💡
IP License
Intellectual Property License
Building: ---
Select Clauses
Version History
No versions yet. Generate a document to start tracking.
E-Signature Status
No documents pending signature.
Billing & Time Tracking
6-minute increment billing, trust accounts, and IOLTA compliance
Billable MTD
$0
--
Realization Rate
0%
Billed / Worked
Collection Rate
0%
Collected / Billed
Trust Balance (IOLTA)
$0
Compliant
Active Timer
00:00:00
Timesheet
| Date | Case | Attorney | Description | Hours | Rate | Amount |
|---|---|---|---|---|---|---|
| No time entries. Start a timer or add manual entries. | ||||||
Client Trust Accounts (IOLTA)
COMPLIANT| Client | Matter | Deposited | Disbursed | Balance | Status |
|---|---|---|---|---|---|
| Load sample data to see trust accounts. | |||||
Compliance Monitor
Regulatory deadlines, risk assessment, and audit trail
Upcoming Deadlines & Renewals
| Deadline | Requirement | Practice Area | Responsible | Days Left | Status |
|---|
Compliance Checklist by Practice Area
0 of 0 complete
Risk Assessment Matrix (Likelihood vs Impact)
IMPACT →
Low
Medium
High
Identified Risks
Audit Trail Log
| Timestamp | User | Action | Entity | Details |
|---|
Client Portal
Client-facing view: communication, documents, and upcoming events