Six tools fewer. One matter file
Matters, clients, communications, documents, billing, calendar and compliance on the same file. Nothing exported from one system to another.
Six views. One matter underneath.
Matters, communications, documents, billing, compliance and AI. Walk them one at a time — it is the same screen, with the same matter behind it.
Matters
Stages per practice area, deadlines that compute themselves, and every matter's history in one place.
- Stages per practice area
- The history writes itself
- Deadlines and tasks
CasesNew caseListBoardDue diligence3Villa Cortijo BlancoMarbella1/3VPuerto Banús penthouseNueva Andalucía3/5PArras2Elviria townhouseElviria2/4EGuadalmina villaSan Pedro5/5SignedGCommunications
Gmail, Outlook, WhatsApp and the client portal. All of it on the matter.
- Gmail and Outlook, in one inbox
- WhatsApp Business, in both directions
- Calls and meetings, on the matter too
InboxComposeAll18WhatsApp4MMatter 2026-114Müller familyPurchase — MarbellaGmailNotary Ruiz: “Deed draft attached.”WhatsAppAnna Müller: “Is the land registry extract in yet?”AI draftA reply prepared with the matter's status. You review it and send.Draft with AISendDocuments
A vault per client, templates that fill themselves in, and signatures with an audit trail.
- A vault per client
- Versions: what changed, who changed it, and how to go back
- Templates with merge fields
DocumentsExportAll22For signature2Purchase deed.pdfDraftAI extractionPartiesA. Müller · Promotora Vela SLSigning date12 June 2026Filed on its matterAmount€385,000Billing
Time under control, serious invoices, and the books up to date in Holded.
- Time, recorded where the work happens
- Money on account, retainers and pro formas
- VeriFactu-ready
BillingNew invoiceReady to invoice43.0 hEstate review and client call€180Drafting the partition deed€640Notary coordination€420Generated from the hours recorded on the matterInvoiceChained recordInvoice — Navarro estateF-2026-0141 · sequential numberingEstate review and client call€180Drafting the partition deed€640Notary coordination€420Total1,240 €Compliance
KYC by nationality, sanctions screening, and the file Ley 10/2010 requires.
- KYC that depends on where the client is from
- Sanctions screening
- The Ley 10/2010 file
CompliancePBC · AMLNo matches6Pending reviews2Screening matches4Documents expiringReviewDue diligence — Anna MüllerClient onboarding · nationality DEPassport verifiedKYCProof of address receivedKYCSanctions screeningOpenSanctionsDue-diligence file completeLey 10/2010Every step, written to the audit logAI for lawyers
Drafting, document analysis and meeting minutes. With a lawyer in charge, always.
- Drafting emails and pleadings
- Document analysis, with the risks flagged
- Meeting summaries
Summarise the lease agreement and flag the risksSendLease agreement — analysisAIParties, rent and term extracted from the documentDeposit and additional guarantees, locatedEarly-termination clauses, summarisedAutomatic renewal without notice — p. 7With the matter's context. A lawyer always reviews.
Everything above, on one matter.
Start free — 14 daysAnd what sits around the matter.
Clients, calendar and portal. The three the six before them take for granted.
Clients
The complete client record: matters, documents, emails and invoices, with onboarding and KYC done.
- Onboarding, with KYC built in
- The complete record
- From first contact to engagement
Calendar
The firm's calendar with hearings, due dates and deadlines computed on working days and holidays.
- Deadlines on working days and holidays
- Reminders before, not after
- Filings, and the receipt that closes them
No card. No setup call. Just the product.
Start free — 14 daysClient portal
A branded portal where clients follow their matter, share documents, message you and see their invoices.
- The matter's status, without calling
- Documents, in both directions
- Messages that stay on the matter
Start wherever it hurts most.
The 14-day trial asks for no card. Open a real matter and see how much of what you do by hand simply stops happening.
