Question 1

How are documents organized in Attorney Core?

Accepted Answer

Documents are organized by matter within each client record. Each matter has its own document repository with folder structure, version history, and access controls. Documents can be tagged, searched by content or metadata, and shared with specific clients through the portal.

Question 2

Can I use document templates in Attorney Core?

Accepted Answer

Yes. Attorney Core includes a document template system where you can create templates for common documents - engagement letters, demand letters, motions, fee agreements - with auto-populated fields for client name, matter number, dates, and other matter-specific data.

Question 3

Is document storage secure and compliant?

Accepted Answer

Yes. All documents are encrypted at rest and in transit. Access is controlled by role-based permissions. A complete audit trail logs every access and modification. Documents shared with clients are delivered through the secure client portal, not email.

Question 4

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 5

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 6

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 7

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 8

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.

Law Firm Document Management Software | Attorney Core