Add them all with one tap, then rename or reprice any.
Consultation
New client intake form
Retainer agreement
Pleading drafting
Retainer payment
Client portal folders
Each client sees only their own files in these sections.
Documents ProducedDiscoveryPleadingsCorrespondencesMedical BillsMedical RecordsLiensInvoicesPhotographsMedical Bills and Records RequestsDocuments Produced by DefendantExpert ReportTrial PrepJury InstructionsMotion for DiscoveryEntry of AppearanceCase LawPayment LinkNew Client Sign-UpMotionsMemorandumsInter-office Notes & MessagesClient ContactsClient PortalChatNon-Rep LettersRequests for Production of DocumentsRequests for InterrogatoriesRequests for AdmissionsConflict ChecksRetainer AgreementsSettlement StatementsTrust Account (IOLTA) RecordsCourt CalendarDepositionsSubpoenasMediationAccountingOverheadEmployeesContractsLeasing AgreementReceiptsCorrespondence
$24.99/month for up to 5 businesses
$9.99/month for each extra business. 30 days free.