Conflict checking
Search prospective clients, adverse parties, counsel, and related organizations together.
Limitations deadlines
Calculate and flag critical filing dates with visible hard-stop warnings.
Non-engagement letters
Generate and track declined-case and disengagement letters in one click.
Consent management
Record text-message opt-ins, opt-outs, and required disclaimers.
Role-based access
Control sensitive fields by role for intake staff, paralegals, attorneys, and partners.
Audit history
Keep a timestamped record of views, edits, exports, and deletions.
Risk controls
Put the safeguard inside the workflow.
Conflict checks, deadline flags, disposition letters, permissions, and activity records stay attached to the work.
Build intake around the way your firm works.
One-time design and setup starting at $399, monthly estimated at $99, every feature included.