Contact management

Contact Management

Mange client, leads, and contacts. Fully connected to your cases.

About

All your contacts, in context

Case-connected contacts

Every contact is tied to matters—so you always know the full context.

One source of truth

Keep client details, notes, and history in one place your entire firm can rely on.

Shared across your firm

Give your team access to up-to-date contact information with permissions built in.

Seamless import

Bring in contacts from spreadsheets or existing systems in minutes.

Feature Spotlight

Client Spend Calculator

No more adding up invoices by hand

Instantly calculate total spend—without exporting to Excel or double-checking your math.

No more digging through billing history

Pull spend across any case or date range in seconds, not minutes.

No more guesswork in client conversations

Know exactly what a client has paid before every call, email, or dispute.

No more messy summaries

Generate clean, itemized breakdowns you can send to clients or use internally.

FAQs

FAQs about document management systems for law firms

Explore more features

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.

Run your law firm on one system.

Purpose-built for moving cases forward, faster. Designed for the Al era.