Intake & Triage
Capture requests, classify urgency, and assign ownership.
From Client Intake to Billing Closure in One Narrative
This demo is structured like a visual presentation so every handoff across legal-office roles is clear, governed, and easy to follow.
Execution Journey in 4 Stages
Legal Assignment
Route files to Lawyer or Senior Lawyer with context.
Operational Follow-up
Coordinate hearings, notices, and task execution.
Financial Closure
Validate effort, issue invoices, and complete accounting checks.
Core Roles Inside the Platform
Owner / Admin
Office governance, permissions, and strategic KPIs.
Lawyer
Daily case execution, hearings, and legal outputs.
Senior Lawyer
Critical review and quality direction on major decisions.
Secretary
Scheduling, notifications, and operational handoffs.
Accountant
Billing cycles, expense control, and financial traceability.
Trainee
Guided supporting tasks with supervised access.
Handoff Governance Highlights
Mandatory Handoff Points
Every transfer records owner, timestamp, and approval state.
Structured Approval Path
Sensitive decisions pass through role-based review layers.
Continuous Auditability
A complete activity trail supports compliance and QA.
Ready to Turn Daily Work Into an Executive Flow?
Launch the interactive demo and see how operations become measurable, accountable, and fast.
