Overview

Overview Getting started with Law Firm Deployment

Dashboard

Intake and conflicts Matters, contacts, and ethical walls Calendar, dockets, and tasks Documents and communications Time, expenses, and billing Trust accounting Client portal Retention, reports, and data Firm, offices, and team Public site and store settings Roles and permissions External dashboards

Storefront

External storefronts

Integrations

Integrations, API keys, and agents Payment providers

How-to Guides

Publish the public site Take a consultation to a matter Set up an ethical wall Bill a matter Reconcile a trust account Invite a client to the portal Place a legal hold

API Reference

Data model GraphQL API Troubleshooting

Invite a client to the portal

Grant access and share an item.

Policy

Record the discovery policy on /dashboard/platform/portal.

Invite

Invite the client's email address.

Grant

Grant access to the matter.

Share

Share a document, invoice, or thread. Check it at /portal.

Reconcile a trust account

Post deposits and complete three-way reconciliation.

Place a legal hold

Preserve records and release them later.

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