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Work

AI Features NewAsk questions, write and catch up with AI Workflow ManagementManage due dates and workflows across your firm AutomationSet rules that move work forward on their own Recurring WorkWork that schedules itself Roles & Queued WorkAssign work to a team, not a person Email SequencesAutomatic follow-ups that stop on reply Notification CenterAutomatic notifications and @ mentions

Time, Billing & Insight

TimeTrack and record time on work items Billable TimeBill the right hours, every time BillingCreate and issue branded invoices ReportsReady-made reports on work, time and billing Home pageSee what needs you today, for you and the whole firm Activity LogSee who changed what, and when

Clients

Client ManagementKeep centralized client records Client PortalClients send and get documents securely Custom FieldsYour own fields on every client DocumentsKeep all documents where you need them Client RequestsCollect documents and answers, with reminders

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