The legal operating system for serious practices.
Built for the procurement, IT, and compliance review you already have to pass.
Core capabilities are included from day one, with SSO and SCIM on our roadmap — no bolt-on modules, no separate contracts.
Per-firm tenant isolation
Postgres row-level security isolates every firm's data on shared infrastructure — enforced in the database engine, not just the application layer.
SSO + SCIM (Roadmap)
Planned: SAML 2.0 and OIDC through Okta, Entra ID, Ping, or JumpCloud, plus user provisioning and deprovisioning through SCIM v2.
Data residency
Regional hosting across US, EU, UK, APAC, and India. Guaranteed in-region storage and processing for compliance with local rules of professional conduct.
Audit trail + retention
Comprehensive audit trails across every matter, document, and billing event. Configurable retention policies for state bar and regulator requirements.
Dedicated CSM
Named customer success manager, quarterly business reviews, and a private Slack channel with a senior engineer on standby.
Custom integrations
Private APIs, webhook endpoints, and bespoke connectors to your existing billing, conflicts, and document management stack.
Purpose-built for how enterprise legal actually operates.
Three deployment profiles, the same platform, tailored through configuration — not forks.
Office-level roles, matter visibility rules, and cross-office conflict checking baked into RLS — no extra data warehouse required.
Per-business-unit cost centers, budget tracking against cost codes, and procurement-ready contract templates with approval chains.
AML/KYC workflow, conflict waivers with full audit trail, and trust-account ledgers that reconcile to IOLTA reporting requirements.
From contract to live in under 6 weeks.
A dedicated engineer plus your CSM run the migration. You get a working pilot in week 2, full rollout in week 6.
- Week 1 — Data extraction from legacy systems (Clio, NetDocuments, PracticePanther, Elite).
- Week 2 — Pilot workspace with a selected matter group and roles configured.
- Week 3–4 — Templates, workflows, and approval chains customized to your firm.
- Week 5 — Full user onboarding + 2 training sessions per practice group.
- Week 6 — Go-live with dedicated incident-response coverage for 30 days.
What your IT, procurement, and general counsel will ask.
Do you sign our master agreement?
Yes. We sign firm-paper MSAs, DPAs, and custom SLAs, and apply HIPAA-aligned controls where HIPAA applies.
Where is data physically stored?
Your choice of region: us-east, us-west, eu-west, eu-central, ap-south, ap-southeast. No cross-region replication without your written sign-off.
Can we run penetration tests?
Annually against a mirror of your production instance, with no notice required. Reports shared under NDA.
What happens if we offboard?
Full database + object-storage export in standard formats (SQL, CSV, PDF) within 10 business days. No lock-in on schema.
Ready to review our architecture?
A 30-minute architecture review with our security lead — no sales pitch, just answers.