AI Assistant
Polish a document or generate a summary quickly.
Current Cases
View All →Smith vs. Jones
Case #104 • Corporate Law
ABC Corp Merger
Case #118 • M&A
Doe Estate Planning
Case #112 • Estate Law
XYZ Patent Filing
Case #097 • IP Law
Recent Activity
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15 minutes ago
You uploaded Affidavit_ClientA.pdf to Case #CASE-001.
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1 hour ago
John D. (Assistant) completed task: Draft initial response letter.
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2 hours ago
AI Assistant polished Contract_Draft_v1.docx.
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8:05 AM today
You checked in.
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Yesterday
Court hearing reminder for Case #104 tomorrow at 10:00 AM.
Upcoming Tasks
View All-
High
Review due diligence report
Case #118 • Due Apr 10
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Medium
Prepare for Smith deposition
Case #104 • Due Apr 12
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Low
Draft client meeting agenda
Case #112 • Due Apr 11
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Medium
File patent application
Case #097 • Due Apr 15
Case Files
| Case Name | Case # | Client | Practice Area | Status | Last Updated | Actions |
|---|---|---|---|---|---|---|
|
Smith vs. Jones
|
#104
|
James Smith
|
Corporate Law
|
Active | Apr 6, 2025 | View |
|
ABC Corp Merger
|
#118
|
ABC Corporation
|
M&A
|
Urgent | Apr 7, 2025 | View |
|
Doe Estate Planning
|
#112
|
John & Jane Doe
|
Estate Law
|
Active | Apr 5, 2025 | View |
|
XYZ Patent Filing
|
#097
|
XYZ Tech
|
IP Law
|
Pending Review | Apr 3, 2025 | View |
Clients
| Client | Type | Cases | Status | Actions |
|---|---|---|---|---|
|
JS
James Smith
james@example.com
|
Corporate | 2 Active | Active | View |
Billing
Billing and invoicing features would be displayed here:
- Invoice generation (drafting, approval, sending)
- Tracking invoice status (draft, sent, paid, overdue)
- Payment processing integration (e.g., Stripe, LawPay)
- Billing reports (accounts receivable, aging reports, realization rates)
- Trust accounting features (ledger, reconciliation)
- Time entry review and approval workflow for billing
- Expense tracking and inclusion on invoices
- Customizable invoice templates
Calendar
April 2025
Upcoming Events
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Court Hearing: Smith v. Jones Apr 28, 10:00 AM
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Client Meeting: Johnson Estate Apr 29, 2:00 PM
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Filing Deadline: Davis Incorporation Apr 30, 5:00 PM
Calendar integrates with case deadlines, task due dates, and can sync with external calendars like Google Calendar and Outlook.
Documents
Uploaded Documents
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Smith_Settlement_Agreement_v3.pdf
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Johnson_Trust_Amendment_2025-04-10.docx
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Martinez_v_Acme_Corp_Discovery_Request.pdf
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Williams_Estate_Planning_Draft_2025.docx
AI Legal Assistant
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Ask questions, draft documents, analyze legal text
AI Legal Tools
Recently Used
Tasks
My Active Tasks
-
Review due diligence report
HighCase #118 • ABC Corp MergerDue Apr 10, 2025 -
Prepare for Smith deposition
MediumCase #104 • Smith vs. JonesDue Apr 12, 2025 -
Draft client meeting agenda
LowCase #112 • Doe Estate PlanningDue Apr 11, 2025 -
File patent application
MediumCase #097 • XYZ Patent FilingDue Apr 15, 2025 -
Update case status report
LowAdmin • Weekly ReportDue Apr 20, 2025
Team Tasks
Team tasks assigned to others would appear here, likely with filters for assignee, case, priority, etc.
Completed Tasks
A list or table of completed tasks (yours and team's, depending on filters) would be displayed here, often sortable by completion date.
Time Tracking
Features for logging and managing billable/non-billable time:
Time Log
Compliance Dashboard
(Admin View) Overview of compliance-related metrics and activities:
- Audit trails for regulatory compliance
- GDPR / POPIA status checks and privacy flags
- Recent compliance training activity per team member
- Incident reports and mitigation logs
- Exportable compliance reports for legal or review purposes
Team Activity
(Admin View) An overview of recent activities across the team:
- Comprehensive audit log of user actions (logins, file uploads/downloads, task creations/completions, case updates, etc.)
- Filtering activity log by user, date range, case, or activity type
- Overview of team member status (checked in/out, last active time)
- Monitoring key system events or potential security issues
- Exportable activity logs for compliance or review
Reports
Various reports for firm management:
- Case Management Reports (status overview, upcoming deadlines, case load by attorney)
- Billing & Financial Reports (profitability by case/client/attorney, realization rates, WIP, accounts receivable, trust account summaries)
- Productivity Reports (time logged per user, tasks completed, billable hours vs. non-billable)
- Client Reports (active clients, client sources, matter history)
- Custom report builder allowing selection of data points, filters, and grouping
- Export options for reports (CSV, PDF)
- Dashboard widgets summarizing key report metrics
Settings
Profile Settings
Notification Preferences
Email Notifications
Receive updates about cases and tasks
SMS Notifications
Get urgent updates via text message
Your Profile
User-specific profile settings:
- Edit personal information (name, email, phone number, title)
- Change password
- Upload or change profile picture
- Manage personal notification preferences
- Set up and manage two-factor authentication (2FA)
- View personal activity log
- Manage API tokens or personal integrations (if applicable)