Matter documents
Custody-aware Documents keep contracts, filings, and evidence with the right matter — not in email chaos.
ProfessionalComplete pack
Matter documents, billable time, and recruitment.
When money moves: post via Sales, Purchasing, or Finance journals. Some sector flows stay operational first, then invoice.
Billable hrs
86
Open matters
11
Retainers
5
Billable trend
Pack apps
Enable these later in Settings — or explore marketing hubs now.
Draft documents without an account, then claim into ERP.
Custody-aware Documents keep contracts, filings, and evidence with the right matter — not in email chaos.
Timesheets capture lawyer hours; convert approved time into Sales invoices for clients.
Recruitment pipelines new associates; HR holds contracts and leave once they join.
Track opportunities and retainers in CRM/SFA before work starts — then books stay clean in Finance.
Major spineIndustry packPosts to books
Connect store, POS, website, and portal — one platform.