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Small firm operations

Case management and CRM for small law firms

Create clear matter ownership, coordinated daily work, client-safe collaboration, and financial visibility across a growing legal team.

01

Share ownership clearly

Assign multiple equal co-leads and supporting lawyers or staff with explicit capabilities for each matter.

02

Protect sensitive files

Keep matters firm-discoverable by default and restrict access when a file requires a smaller authorised team.

03

Coordinate work and deadlines

Attach tasks, reviewers, priorities, reminders, dependencies, and calendar events directly to the matter.

04

Understand the practice

Use role-aware dashboards and analytics for workload, matters, deadlines, activity, billing, and collections.

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