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Product availability guide

Law Firm Software Features: Cases, Billing, Documents and AI

Core, plan-gated, credential-dependent, and paused capabilities are not interchangeable. Confirm the exact Starter trial scope during approval before relying on a workflow.

See the full product map

Availability notice

This page maps product direction as well as implemented workflows. AI, e-signatures, online payments, email, bulk messaging, storage scanning, calendar connections, and third-party integrations may require production credentials, a higher plan, or release approval. A feature shown here is not a promise that it is enabled in every trial.

147

Total Features

10 modules

62

MVP Core

Ship first

66

Growth Stage

Scale next

19

Enterprise

Premium tier

Feature modules

Explore the AttorneyCore architecture

Open each module to review the workflows, security controls, AI tools, billing features, and growth-stage capabilities.

Legend:MVPCore candidate; verify enabled scopeGrowthPlan/setup dependentEnterpriseRollout review requiredAIAI-embedded feature

Case-Centric Architecture

Every module connects through the Matter, the central entity. This ensures lawyers never leave their case context to find related information.

MATTERCentral Hub
Tasks & DeadlinesTrack all work items
Documents & SigningFiles, versions, e-sign
Time & BillingTrack time, invoice
CommunicationEmail, WhatsApp, portal
AI IntelligenceResearch, strategy, drafts
CalendarHearings, deadlines

Why This Structure Is Better

Workflow-centric, not tech-centric

Modules mirror how lawyers actually work: clients -> matters -> documents -> billing. Not database tables.

Calendar belongs with Matters

Hearings and deadlines are case events. Moving Calendar into the practice core eliminates context switching.

Billing is not Accounting

Attorneys track time and send invoices (Billing). Admins manage trust funds and run reports (Accounting). Different users, different modules.

AI is dual-mode

Dedicated AI workspace for deep work + embedded AI actions inside every module. No orphaned 'AI tab' problem.

Intake is a pipeline, not a form

Lead tracking -> conflict check -> conversion -> onboarding. This mirrors real firm operations.

Permissions-ready structure

Each module maps cleanly to permission scopes. Role-based access can be configured per module, per action.