Matters & CRM

A law-firm practice-management workspace: clients and contacts, matters with tasks/notes/documents/participants, time and expense tracking, billing summaries, and invoice drafts.

What you can do

• Clients & contacts
• Matters with tasks, notes, documents, participants
• Time & expense tracking
• Billing summaries and invoice drafts

How to use it

1. 1Create a client, then a matter linked to it.
2. 2Add tasks, notes, and documents to the matter.
3. 3Log time/expenses and review the billing summary.

Good to know

Answers and analyses are grounded in reviewed, published legal sources and presented with citations and a confidence indicator. AI output is not legal advice — verify before relying on it. Availability depends on your plan; see Pricing.