YOUR PRACTICE, IN ONE PLACE
Intake review
Review requests, check conflicts, and define the work before accepting a matter.
Sign in to your firm workspace
Keep this tab open if you have unsaved changes. Sign in with your authorized firm account in a new tab, then return here and refresh. Client email-code sign-in does not grant attorney access.
If you used a client email code in this browser, open the client portal in a new tab and choose Sign out first. Then use Firm sign-in below and return here to refresh. This does not remove the client account or its case access.
Firm sign-in Open client portal to sign outLoading intake records…
START WITH A REQUEST
Select an intake.
Client details, the conflict review, proposed fee, and internal notes appear here.
Create a test intakeWhat is connected
Intake and review: Test requests and review updates are saved in your private workspace.
Documents: Test files can be uploaded and downloaded inside an intake record.
Stripe: Checking test connection… Live payments are disabled.
Client accounts: Sign-in and matter access controls are built. Private matter records require sign-in and an explicit matter access grant. Email sign-in uses verification codes.
Agreements: Prepare, save, and print attorney drafts from each matter. Record reviewed signed PDFs and explicitly accept a matter after reviewing its terms and payment arrangements. Use fictional matters until launch checks are complete. Booking and live payments remain disabled.