Question 1

Does Attorney Core include a CRM for law firms?

Accepted Answer

Yes. Attorney Core includes a built-in law firm CRM with client profiles, prospect pipeline management, communication logging, referral source tracking, and conflict of interest checking - all integrated with matter management and billing.

Question 2

How does the client portal work?

Accepted Answer

The client portal is a secure online space where clients log in to view their case updates, download documents, pay invoices, and send messages to their attorney. Attorneys control exactly what each client can see.

Question 3

How does onboarding work?

Accepted Answer

Attorney Core uses license-based onboarding so each firm receives controlled access, a guided setup path, and the right plan for its team.

Question 4

How long does setup take?

Accepted Answer

Most firms are fully set up within a few hours. Import your contacts, configure billing rates, and start tracking time on day one.

Question 5

How hard is it to migrate from another legal software platform?

Accepted Answer

For most small firms, the key is to migrate active workflows first: clients, matters, documents, billing status, deadlines, and staff ownership. Attorney Core is positioned for guided adoption rather than a long enterprise rollout.

Question 6

Does it include trust accounting?

Accepted Answer

Yes. Every plan includes built-in IOLTA-compliant trust accounting with separate client ledgers and three-way reconciliation reports.

Question 7

Does client intake flow into the matter without duplicate entry?

Accepted Answer

Yes. Attorney Core is designed so structured intake data can support conflict checks, client conversion, matter setup, and follow-up workflows without forcing staff to retype the same facts across different tools.

Question 8

Can clients access their cases?

Accepted Answer

Yes. The client portal lets clients view case updates, download documents, pay invoices, and message their attorney - 24/7.

Question 9

Is it available as a desktop app?

Accepted Answer

Yes. Attorney Core runs in any web browser and is also available as a Windows desktop app for attorneys who prefer desktop software.

Client Management Software Law Firms | Attorney Core