Docs & Guides
Setup and best practices for time tracking, documents & e‑sign, billing (LEDES/IOLTA), and the client portal.
Getting started
- Create your account and set firm details.
- Choose billing mode and add rates.
- Connect calendar (optional) for deadlines and reminders.
- Send your first document for e‑sign.
Time tracking
Use desktop passive capture, mobile quick‑add, and web timers. Resolve conflicts and approve time before invoicing.
Documents & e‑sign
Upload, place fields, add signers, and send. Keep watermarked copies and audit logs for your records.
Billing & IOLTA
Export LEDES (98B/98BI/2000XML), manage trust accounts, and reconcile. Configure reminders for on‑time payment.
Client portal
Share secure, token‑scoped links. Clients can approve time, sign, and message without passwords.
Security
Per‑user isolation, encryption, RBAC, and audit logging. See Security docs for details.