What it does · 01 Matters & deliverables

Every draft has a status and a holder.

Each piece of work on a matter moves through one pipeline, with every version kept and every hand-off on the record — so nobody has to ask who has the file.

Try it as an associate

Collection Case v. Dapithapon Freight / Pre-trial Brief

Luntian Harbor LogisticsUnder ReviewFinalizing

Pre-trial Brief.docxv1

Mon 28 Sep · D. Salazar

Pre-trial Brief.docxv2

Tue 29 Sep · D. Salazar

Pre-trial Brief.docxv3

Today 07:51 · D. Salazar

IN Isabel R. Navarro

Good. Add the marked exhibits list before filing.

For Revision

Approved 10:12 · the comment and hand-off are on the record

One pipeline for outside work: Drafting → Under Review → Revising → Finalizing → Pre-finalized → Outbox → Filed or Sent out. Internal work takes the shorter road: Drafting → Submitted → Acknowledged.
Every version kept: Each upload becomes the next version — v1, v2, v3 — with who uploaded it and when, so the partner can read the latest with the earlier ones beside it.
Hand-offs on the record: “For Review”, “For Revision”, “For Finalization”: each step is logged with who took it, when, and the note that went with it, and the deliverable always shows who has it now.
Your day and the firm’s board: Each lawyer’s dashboard shows what is with them and what is due; the firm’s work also sits on a board, a column per status.
Conflict checks before you take it on: Names matched loosely and TINs matched exactly, across your clients and every adverse party on file.

Every screen here is redrawn from the product, with the demo firm’s fictional matters.