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

Public site and store settings

Publish the site, practice areas, attorneys, and branding.

Public site

/dashboard/platform/public-site.

A PublicSitePolicy holds the privacy notice, first-contact notice, about text, and switches for accounts and booking. Accounts open when enabled with a privacy notice. Booking opens when enabled with a first-contact notice.
Mark a PracticeArea public with publicSlug, consultationFeeMinor, and consultationMinutes.
Publish AttorneyProfile records.

Exactly one active firm must exist for the public site to serve.

Store settings

/dashboard/platform/branding: display name, logo, accent color, tagline, and support email. These feed the public site and email.

Booking slots

Consultation slots run 9:00 to 17:00, Monday to Friday. consultationAvailability(serviceId) returns open times.

Firm, offices, and team

Firm defaults, offices, invitations, memberships, and roles.

Roles and permissions

Role flags, matter team capabilities, and ethical walls.

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