Cases stay together
Status, staff, key dates, notes, and tasks live on the matter. You don’t hunt across a dozen screens to reconstruct the file.
Your firm. Your case files. Always on your desk.
Cases, documents, and deadlines always at your fingertips.
What you open every day
The case, the file, the people on it.
Documents stay private
Uploads go to private storage and open through short-lived links. Signatures go through DocuSign, the one you already use.
Roles match the firm
Attorneys, staff, contract attorneys, and a bookkeeper each see what they should. Of-counsel cannot wander into another matter.
Firm management
Who is on what, how the firm is doing, and who is allowed in.
Caseload
Each attorney’s active matters in one list. Open a person and see the cases they are responsible for.
Analytics
Closed outcomes and win rate for the firm, and for each responsible attorney.
Staff
Invite people with the role they already have. Contract attorneys stay on the cases you approve.
The firm’s sign-in, then MFA
Microsoft 365 or Google. Then an authenticator app, every time, for every role. There is no extra password for SPBX.