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

Place a legal hold

Preserve records and release them later.

Place

On /dashboard/platform/governance place a hold on a matter, document, or contact.

Check

Disposal and anonymization are blocked while the hold is active.

Release

Release the hold when it ends.

Invite a client to the portal

Grant access and share an item.

Data model

The Keystone lists grouped by area, with lifecycles.

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