Platform
Everything that works today is listed below. What is still in development is listed separately.
Live today
- Today
- The screen to start your day with: overdue, due now, due today and upcoming work. Setup steps and signing requests show up here too.
- Clients
- Records for individual and company clients. Before a record is created, the name and ID number are compared with the records in your office (conflict check). The client account is kept, and the list downloads as CSV.
- Matters
- Litigation, enforcement and advisory files. Change the stage, the status and the responsible lawyer, link matters to each other, and set the team and confidentiality on each matter.
- Calendar
- Hearings, deadlines and meetings in one calendar, with day, week, month and agenda views. Filter by lawyer or by type of entry; the hearing agenda downloads as CSV.
- Deadline engine
- Calculates the last day from the rule and the triggering date. Public holidays and weekends move the date to the next day, the judicial recess extension is applied, and every step is shown on screen. A rule whose source is not verified is flagged with a warning. The lawyer confirms the final date.
- Tasks
- Assign tasks, ask for approval, use checklists and workflow templates. Overdue tasks stay at the top of the list.
- Calculators
- Court fee, attorney fee, interest and deadline calculations. The result is saved, the parameters used and their sources appear in the report, and the report prints on your letterhead.
- Finance
- Invoices, receivables, time entries, client advances and collection tracking, and reports.
- Letterhead documents
- Write the title, the recipient and the text. The document is set on your firm’s letterhead and the yearly serial number is assigned automatically.
- Document verification
- Each document carries a 12-character code at the bottom right; a QR code can be printed as well. Anyone who enters the code sees whether the document is valid, cancelled or replaced by a new one.
- PDF comparison
- Pick the PDF in your hands on the verification page. The fingerprint is calculated in your browser and the file never leaves your device.
- Cancel and replace
- Cancel a faulty document or write a replacement. The old document shows as invalid when verified.
- E-signature
- Your qualified e-signature card stays plugged into any computer in the office. The Connector running on that computer reports the card to the portal, and authorized team members sign .udf documents from the portal. You choose who may use each card.
- PIN encrypted end to end
- The PIN is encrypted in the browser and only the Connector on the computer holding the card can decrypt it. The server, the database and the logs never see the PIN.
- Team and roles
- Invite your team and give each person a role. Who sees what and who can do what is set by role.
- Two-step verification
- A second step at sign-in. You can make it mandatory for everyone in the office.
- Allowed IP list
- Open sign-in only to the addresses your office defines.
- Audit log
- Changes in the office are recorded: who did what and when.
- Subscription
- 14-day free trial. Plan selection, payment and invoices are managed in the portal.
In development
This module is not in the portal yet. We will announce it here when it is ready.
- Staff: leave and expense requests
Surfaces
- PortalOpen now
- UDF editorOpen now
- E-signatureOpen now
- Mobile appComing soon