| Basic $24/ per user |
Medium $38/ per user |
Professional $58/ per user |
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| Key App Features | |||
| Custom Workflows Tailor every case process to match your firm's unique needs with customizable boards for various legal specialties. |  Up to 5 |
 Up to 10 |
 Unlimited |
| Automated Task Management Assign, track, and automate tasks so nothing slips through the cracks, ensuring timely communication and actions. | Up to 10 |
Up to 60 |
Unlimited< |
| Team Collaboration Collaborate with your entire team in real-time to move cases forward, enhancing transparency and accountability. | |
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| Matter Tracking Keep tabs on every matter with drill-down views that simplify complex case details, making it easy to monitor progress. | |
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| Real-time Dashboards Track key performance metrics and case progression at a glance, allowing for informed decision-making. |  |
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| Critical Reminders Set automatic reminders for emails, events and to ensure critical steps are never missed, and never duplicated. | |
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| Documentation Automation When critical client and case communication comes in, you can automately create the documentation you need for the next steps. | |
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| CRM Manage leads, clients, and tasks in one place with integrated tracking and automation. | |
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| Automate Your Firm | |||
| Centralized Dashboard See all matters in one view, with key information visible at a glance. | |
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| Automated Workflows Automate task assignment, notifications, and document creation. | |
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| Task Dependencies Automatically sequence tasks based on predefined triggers. | |
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| Trigger-Based Automations Automate actions like card movements, task creation, email notifications, and event scheduling. | |
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| Connected Workflows Tailored boards for specific roles, ensuring clarity and organization of compliance duties. | |
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| Document Automation Automatically generate and save documents related to legal tasks and cases. | |
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| Document Centralization Store and track documents via integrations with Google Drive or OneDrive. | |
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| Automated Alerts Get reminders for task deadlines and contract renewals. Customize email notifications internally to keep track of tasks, deadlines, and important events. Plus, keep updated with client progress notifications and next steps. | |
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| Contract Management Automate contract workflows, from intake forms to document storage. | |
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| CLM (Contract Lifecycle Management) Reminders Automate notifications for contract deadlines and compliance requirements. | |
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| Standardized Processes Implement standardized workflows to ensure compliance with company policies. | |
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| Track Your Clients | |||
| Reports Filter, Track and Export your matters, tasks, time-entry and more when you need. | |
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| Customizable Task Boards Kanban-style boards with customizable columns for tracking tasks across different stages. | |
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| Custom Task Types Define custom task statuses and types tailored to your workflow. | |
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| Cards Each case or client has a card that stores all relevant notes, deadlines, and status updates. | |
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| Card Types Contact card, meta card, and task card. Within your customizable boards, you have predefined cards that you can customize. | |
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| Subtasks Track subtasks within each card. | |
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| Card Information View what’s been done, what’s pending, and what’s next. | |
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| Task Center Board view with task statuses, deadlines, checklists, and assignee filters. | |
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| Smart Task Allocation Assign tasks based on team member availability and workload. | |
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| Storing Notes Add notes and documents within task cards for easy access. | |
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| Red Flags and Notifications Automated alerts for upcoming deadlines and important milestones. | |
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| Audit Trail Track all actions and changes for compliance purposes with detailed timelines. | |
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| Legal Software Integrations Seamlessly integrate with Clio, Lawmatics, MyCase, Docketwise, and more. | Up to 2 |
Up to 5 |
Unlimited |
| Measure Your Performance | |||
| Integrated Time Tracking Capture time spent on tasks to assess performance and improve workflows. | |
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| Real-Time Data Dashboards provide real-time tracking of case progress and key performance indicators (KPIs). | |
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| Visual Aids Labels, red flags for upcoming deadlines, and visual alerts for delayed tasks. | |
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| Cross-Departmental Boards Share boards with other departments like HR, finance, or marketing for collaboration. | |
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| Custom Views Switch between list, board, and calendar views to efficiently track tasks and team performance. | |
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| Custom Filters Apply and save custom filter views to track tasks based on deadlines, statuses, or team members. | |
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| Status Portal Provide a central hub for managing and tracking cross-departmental requests. | |
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| Shared Document Storage Centralized document access for seamless team collaboration. | |
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| Customized Forms Use intake forms for internal/external inquiries and requests to ensure smooth workflows across departments. | |
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| External Portal A portal for stakeholders to track progress and interact with tasks or contracts. | |
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