The claims made against lawyers cluster in three places — a deadline missed, a conflict of interest, and documents — and the career-ending one is trust money.
At sign-up, choose Professional firm — everything below is on from there.
What is owed, what is late, and who to call first — the moment you open it.
For attorneys, advocates' chambers and conveyancers.
No matter opens without a conflict check: the client and every other party are searched across every matter and contact first, and what was found — and who decided to go ahead, and why — stays with the matter.
A conflict is found before it is a complaint.
Whoever enters a date is not the person who confirms it. An unconfirmed date is raised, and so is a date coming close. Time limits are worked out only from periods the firm wrote down for itself.
Every deadline has had a second pair of eyes on it.
A payment out of trust that would leave a client's balance below nothing waits for a reason, which is kept and audited; the month's reconciliation sets the bank's balance against what is owed to every client.
The trust account reconciles, and the firm can show it.
Each client's due diligence says plainly what it still lacks; a prominent person needs senior approval; no money goes into trust before it is complete; and cash over the reporting amount is listed with the day it must be reported by.
The paperwork an inspector looks for is done before the money moves.
The trade decides what the workspace opens on. It never removes anything — the invoices, the books, the team and the assistant come with every one of them.
Ask in plain language and it drafts the quote, the invoice or the customer record — then shows you the draft before anything moves.
Three autonomy settings, and none of them lets money move or a customer be contacted without a person. Enforced in code, not in a prompt.
Build from your catalogue, send a branded PDF, and the status moves itself from sent to seen to paid.
A ladder of reminders, each rung recorded, that stops the moment money lands — and never opens with a lawyer's letter.
Double-entry, bank feeds, reconciliation and a VAT return generated rather than reconstructed under deadline pressure.
Reorder points from real demand, batch expiry before the date, and bins with a walking order so picking never depends on memory.
Geotagged, timestamped, signed evidence captured as the work happens — not asked for after a customer disputes it.
Rosters, geofenced sign-on, payroll, and the daily-wage workers a payroll system has no row for.
Margin, days to get paid and win rate against your own trade — anonymously, opt-in, never below five businesses.
No card to start. Per seat, because a team of ten should not run the agent on one person's subscription.
$29
a month, including 3 seats
One person, or one person and a hand or two.
$19
per seat, per month
A team that runs the business in here every day.
$34
per seat, per month
Several locations, or a team that leans on the agent hard.
Custom
volume seats from $28 each
Volume seats, your own security review, a contract.
Full detail, including field seats and what the agent costs, on the pricing page.
Choose Professional firm at sign-up, and the workspace opens on the work above.
