Step-by-step matter creation tour covering client link, matter type, billing arrangement, practice area categorization, and responsible attorney assignment.
Conflict checking tours guide attorneys through the conflict search workflow — essential for bar compliance and malpractice prevention.
Docketing tours cover calendar rule creation, critical deadline tracking, and reminder configuration — the workflow that most directly prevents malpractice.
Task assignment tours show how to delegate matter tasks, set due dates, track completion, and maintain matter progress visibility.
End-to-end matter setup tour: client search, new client creation if needed, matter type selection, billing arrangement, and responsible attorney assignment.
Conflict of interest search guidance — running the search, interpreting results, documenting the conflict check, and clearing conflicts before accepting representation.
Critical deadline entry and calendar rule setup — court deadlines, statute of limitations, response deadlines, and reminder scheduling for high-stakes legal timeframes.
Task delegation tour — creating tasks from templates, assigning to team members, setting priorities, and tracking completion across the matter lifecycle.
Describe your matter & case management flow in plain English — AI builds every step, copy, and selector in seconds. No engineers needed.
Persistent checklists track every milestone in your matter & case management — with completion events that sync to HubSpot, Salesforce, and Slack automatically.
Show the right flow to the right user based on role, plan, company, or any custom attribute. Legal Technology SaaS-specific targeting rules built in.
A trained AI chat widget answers user questions 24/7 about your matter & case management — deflecting support tickets at the moments of highest friction.
Targeted banners and tooltips appear at exactly the right moment during matter & case management — contextual, non-disruptive, and trackable.
Step completion rates, drop-off points, and time-to-activation for every stage of your matter & case management — actionable data in a single dashboard.
Other Legal Technology SaaS workflows