Clients
Add Client
Invite to client portal
Product Map
Everything inside AttorneyCore
Every module in the platform, grouped the way a law firm actually works — in the product's own words.
Start
Log In
Sign Up
Dashboard
Matters
+ New Matter
Calendar
New Event
Tasks
New Task
Intake
+ Add Intake
Prospects
Add Prospect
Follow-ups
+ New Sequence
Referrals
Add Referral
File Checklists
New Checklist
Client Milestones
Add Milestone
Docket
Docket Court Hearing
Case Outcomes
Record Outcome
Documents
Upload Document
Templates
New Template
E-Signatures
Prepare Document for Signature
Discovery
New Discovery Demand
Doc Generator
Export Document
Conflict Check
Execute Conflict Scan
Opposing Counsel
Add Attorney
Settlement Calc
Save Model
Court Filings
New Filing Package
SOL Tracker
Register SOL Deadline
Court Deadlines
Sync to Master Docket
Medical Records
Request Records
Depositions
Schedule Deposition
Expert Witnesses
Enroll Expert Witness
Time Tracking
+ Log Time Entry
Time Approval
Invoicing
Create Invoice
AR Aging
Send Friendly Reminders
Recurring Billing
New Recurring Schedule
Write-Offs
Record Write-Off
Expense Reimbursements
Submit Expense Voucher
UTBMS Codes
Add Custom Code
Fee Structures
Add Fee Structure
Expenses
New Expense
Retainer Monitor
New Retainer Agreement
Trust Accounts
New Transaction
Accounting
Open IOLTA Trust Hub
Payment Plans
Create Payment Plan
Invoice Reminders
Save Settings
Firm Channels
New Conversation
Team Chat
Send message
Comm Log
Compose Client Email
Review Requests
Request Client Review
SMS Reminders
Send Instant SMS
Client Campaigns
New Campaign
Surveys
Send Client Survey
AI Co-Pilot
Send question
AI Drafting
Generate Formal Pleading
Workflows
New Workflow
Analytics
Export BI Report
Matter Budgets
Configure Budget
Profitability
Subscription
Manage Staff Seats
Settings
Save Changes
Users & Roles
Invite Member
Audit Log
Export CSV
Integrations
Connect
Calendar Sync
Save preferences
Embed Form
Copy
CLE Tracker
Add CLE Record
Custom Fields
Add Field
Vendors
Add Legal Vendor
User Guide
Print / Save PDF
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