Client space
Requested documents, shared updates, and the files you choose to release.
Legal services
The whole matter. In one place.
A new client should not mean another trail of emails and attachments. We build intake, document, and case tools that keep the context with the work and the decisions with your team.
Matter workspace · illustrative example
Client matter / 024
Contract review
Assigned team onlyV3
Draft agreementCurrent version · ready for review
Review deadlineAssigned to the matter owner
“Either party may terminate…”
Agreement · clause 8 · source attached
From the first enquiry to the final file
Context that stays with the case.
We map how your practice takes on work, who needs to see it, and what must happen before it moves to the next stage.
Open the matter
Collect the client’s details and documents through a structured form. Route the enquiry to the right person before any matter is opened.
Build the file
Keep correspondence, document versions, tasks, and key dates together. Make the current version easy to find.
Find the source
Search the documents your team is allowed to see. If AI helps retrieve an answer, show the source passage so a lawyer can check it.
Close with a record
Hand over agreed files, review access, and apply your retention process. Leave a clear record of what was delivered.
Access is part of the design
A file can be connected without being open to everyone.
We agree which people and tools can read, change, or export each type of information. Search, previews, and AI features need to follow those same boundaries.
Matter team
Working drafts, internal tasks, and the record of review decisions.
Practice oversight
Access administration, activity records, and your agreed retention controls.
Common questions.
Something else on your mind?
Can we keep documents in our existing storage?
We start by checking your document system, access model, and available integrations. Where possible, the new interface points to the existing source rather than creating another uncontrolled copy.
Will AI draft or send advice on its own?
We design assistance around your review process. Search results and draft text can include source references, while advice and outgoing documents remain subject to approval by your team.
Where do we start with a small practice?
One intake form, one matter type, and a clear handover can be a useful first scope. We test it with anonymised documents and the people who will use it before connecting more of the practice.