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Guides for Solos

Resources and best practices for running a successful solo practice.

Capture every minute

Passive desktop capture, mobile quick‑add, and web timers.

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Documents & e‑sign

Templates, reviews, and ESIGN/UETA‑aligned signatures.

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Billing & IOLTA

LEDES exports, trust‑account workflows, and reconciliation.

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Client portal

Approvals, signatures, and messaging—no passwords.

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