01
See the practice
Start with matters, deadlines, revenue, collections, and recent activity in one workday view.

02
Work the matter
Keep team responsibility, notes, documents, timeline, tasks, calendar, billing, and messages attached to the file.

03
Coordinate the work
Move assigned work through list, board, review, calendar, completion, reopening, and archive states.

04
Serve the client
Share approved updates and documents, exchange secure messages, manage requests, and collect issued invoices.

