Law Firm · Agency plan

Practice law, not paperwork.

Intake, case tracking, documents, and crash reports live in one place, so your team spends its hours on clients and cases, not data entry.

Case Management

Follow every case from intake to resolution in stages you define, with due dates and status updates for your team.

Client Intake

Capture leads from web forms, calls, and referrals, then follow up automatically so prospects hear back fast.

Document Processing

Upload police reports, medical records, and correspondence. OCR extracts key data, AI summarizes findings, and everything is indexed for search.

Client Portal

Clients check case updates, upload documents, sign forms, and message your team in a secure portal with your branding.

Compliance & Security

Role-based access, audit logging, and encrypted storage protect sensitive client data. Access logging supports your DPPA obligations.

Crash Intelligence

For PI firms: crash reports read for you, severity scored, and each lead routed to the right attorney in your practice.

Your Law Firm workspace comes ready with Paperwork, CRM + Projects + Comms + Intel, Meetings for Business, and Portals.

Why it works

Intake becomes a case without retyping a thing
Document summaries shorten review on every case
Clients check status in the portal instead of emailing you
Crash report OCR extracts parties, injuries, and citations automatically
Lead scoring prioritizes high-value cases for immediate follow-up
Deadline tracking, so nothing sits unwatched
Data access logging that supports DPPA obligations
Encrypted storage, in transit and at rest, with role-based access
Choose your Law Firm plan

$229 credit on your first Studio month. Cancel anytime.