Organize your cases. Control what you share.
Cases
Select a case to open its workspaceCase overview
Contacts
Details
Description
Folders are available to authorized staff. Client access is controlled per document.
Edit case details
Case timeline
Case information
Showing up to 1,000 recent entries. Calendar entries use dates; times can be recorded in Details.
Client accounts
Create a client login here. Case contacts are managed separately.
Upload documents
Private by defaultSelect a case and folder first.
Up to 10 GiB per file, including ZIP files. Keep this tab open.Client access
You’re in controlAssign a client to this case, then choose which documents to share.
Available documents
Case contacts
Select a case from Cases to manage its contacts.
Internal contact records only. Adding a contact does not create a portal account, share documents, or send an email.
Showing up to 1,000 contacts in this case.
Time & expenses
Internal records in USD. Create invoices from the Invoices tab. Payment status is not automatically tracked. Totals cover up to 1,000 displayed entries.
Case invoices
Invoice preview
Time & billing
This section is reserved for the next phase. Live invoices, time entries, expenses, and payment links are not available in this portal yet.
Time entries
Track work by case.
Expenses
Record case costs.
Billing
Invoice and collect payment.