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How can we help you today?

Search our knowledge base or browse categories below

Getting Started

Setup guides and onboarding

Video Tutorials

Watch step-by-step guides

Best Practices

Tips from legal experts

Troubleshooting

Fix common issues

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Case Management Playbook

Open matters fast, keep clients informed, and close with full compliance.

Intake Deadlines Closure
Opening a New Case

Start matters the right way

How to create a new matter
Assigning clients to a case
Setting case priority & status
Checklist Ready Auto Numbering
Client Management

Manage client relationships

Adding & editing client profiles
Linking multiple cases to one client
Client communication logs
Contact History Multi-Client
Deadlines & Tasks

Never miss a critical date

Setting case deadlines
Creating & assigning tasks
Deadline reminder notifications
Auto Reminders Calendar Sync
Case Closure

Wrap up matters properly

Closing and archiving a case
Generating closing reports
Post-closure record retention
Compliance Ready Archive Flow
Pro tip: Standardize your intake checklist to reduce rework and missing fields.

Billing & Collections

Track time, issue invoices, and collect payments with clarity.

Time Invoices Payments
Time Tracking

Log billable hours accurately

Recording time entries
Setting hourly billing rates
Editing or deleting time logs
Timers Approvals
Invoicing

Create and send invoices

Generating an invoice from time entries
Adding expenses to an invoice
Sending invoices to clients
Templates PDF
Payments

Track and record payments

Recording a payment received
Partial payments & payment plans
Handling overdue invoices
Auto Status Reminders
Billing Reports

Monitor revenue & outstanding

Running a billing summary report
Viewing outstanding balances
Exporting billing data
PDF/Excel Scheduled
Pro tip: Use a single billing review day each week to keep WIP tight.

Documents & Templates

Standardize, store, and share documents securely.

Templates Storage Sharing
Templates

Standardise your documents

Using built-in legal templates
Creating a custom template
Variable fields & auto-fill
Auto Fill Reusable
Uploads & Storage

Manage case documents

Uploading documents to a case
Organising documents into folders
Storage limits & file types
50MB/file Folders
E-Signatures

Sign and request signatures

Sending a document for e-signature
Signing a document yourself
Tracking signature status
Audit Trail Secure
Sharing & Access

Control who sees what

Sharing documents with clients
Setting document permissions
Revoking access to a document
Permissions Links
Pro tip: Store signed files in a single "Final" folder per matter.

Reports & Analytics

Measure performance, workloads, and financial health.

Analytics Finance Exports
Practice Analytics

Firm-wide performance insights

Viewing caseload by attorney
Matter status overview
Win/loss rate tracking
KPIs Benchmarks
Financial Reports

Revenue, expenses & collections

Monthly revenue report
Accounts receivable ageing
Attorney productivity report
Collections Forecast
Activity Reports

Track time and actions

Daily activity log
Billable vs non-billable hours
Task completion rates
Audits Oversight
Exports & Scheduling

Share and automate reports

Exporting reports to PDF or Excel
Scheduling automated reports
Custom report filters & date ranges
PDF/XLSX Automations
Pro tip: Save report filters for your monthly board pack.

Frequently Asked Questions

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Phone Support

Call us: +263 71 496 6574

Call Now
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