For lawyers and legal teams

Every matter, client and document in one place

Organise matters, client intake, agreements, signatures, reminders and secure communication, while keeping full professional control

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nothing slips

Doe v. Aria HoldingsMatter · Open

Enquiry receivedFrom the intake form

2 Mar

Conflict check passedCleared by the team

3 Mar

Engagement signedDocuFlow e signature

5 Mar

Hearing scheduledReminder set

12 Mar

Where billable hours go

Admin should not outweigh the casework

Intake on paper

New clients are onboarded on paper and scattered email, then keyed in by hand, which is slow and error prone

Document sprawl

Matter files spread across drives and inboxes, with time lost finding the right version of the right document

Dates by memory

Court dates, filing deadlines and follow ups sit in someone's calendar, one oversight away from a real problem

Billing apart

Time tracking lives away from the matter, so hours go unrecorded and billing drags on for days

Matter workspace

Every matter, start to finish

Intake, documents and signatures on the matter record, so the team always knows where things stand and the client experience stays consistent

Intake forms feed straight into the matter
Documents organised and secure by matter
Agreements signed without leaving the file

Doe v. Aria · Matter

Client details capturedForm

Conflict check passedDone

Matter openedActive

Engagement termsFiled

Statement of claimDraft

Evidence bundleSecure

Sent09:14

Viewed by client10:02

Awaiting signatureNow

Confidential by design

Professional control over every file

Client work stays confidential, and any AI assistance runs privately without sharing your data with third parties

Role based access

People see only the matters and documents they should, with permissions set by the firm

Secure client portal

Clients view documents, invoices and updates in a private space, without email back and forth

Full audit trail

Every action is recorded, so the firm keeps a complete and defensible history of each matter

Deadlines and billing

Dates kept, hours captured

Court date reminders

Recurring reminders for hearings, filings and follow ups, so nothing critical ever slips

Agreements signed

Send for e signature with DocuFlow and keep the signed copy on the matter

Time on the matter

Capture time against each matter and bill from the same system, with no separate tool

What changes

Time on clients, not admin

Matters in one place

Intake, documents, deadlines and billing for every matter sit on one record

Files always found

Secure documents organised by matter, so the team stops hunting across folders

Nothing slips

Court dates and filings are tracked with reminders, not memory

★★★★★

Intake, documents, deadlines and billing for every matter now live in one secure system. Our team spends far less time hunting for files, and nothing slips

Managing partnerBoutique law firm