What stops being your problem.
Not features added. Work removed. Every line below is work your firm does today that the matter record does for you instead.
- Waiting for last month’s numbers to find out about last month.Dashboards move as the work is recorded, so the position is current.
- Asking someone to build a spreadsheet for a question you will ask again.The report is built once and runs again whenever you need it.
- Preparing for a trust audit.The trail is a filter.
- Wondering how adoption is going.A support summary arrives weekly for two months, then monthly.
The day, minus the friction
Four differences you notice in the first week, not after a rollout project.
The firm at a glance
Real-time dashboards, not month‑old spreadsheets.
Reports become dashboard panels
Add a custom report straight to the dashboard as a live chart.
A view for every role
An org-level view to track firm performance, a personal one for running your own day.
Reports in a click
Regulator-ready trust reports and audit trails, formatted and ready.
A track built for oversight.
The Managing Partners & Leadership track covers the views that run the firm, and for partners who want to go deeper, Advanced Training adds advanced reporting, workflow optimisation and automation features.
You’ll also get a weekly support summary report for your first two months live, then monthly, so you can see exactly how your firm’s adoption is going without asking.
Your track covers, on your real data
- 01Reporting and dashboards
- 02Matter and firm performance insights
- 03Financial oversight
- 04Management reporting and analytics
Asked by people in your seat.
The questions principals & leadership put to us before they commit, answered the way we answer them on a call.
Key features
Explore each connected feature in full. One platform, one record, with optional services identified separately.
