Pro plan
Pro
Boutique and mid-size firms
Standardize approvals, hearing prep, and governed drafting across teams.
Modules included
For boutique and mid-size firms that need approvals and hearing ops.
Order-to-actions and hearing briefs
Precedent bank and citation mode
Team roles, approvals, and audit logs
Reporting for deadlines and workload
Governed client updates
Top workflows
Step 1
Order received to actions
Order-to-actions creates tasks, deadlines, and compliance steps.
Step 2
Hearing prep flow
Hearing briefs with prep checklists and last-order summaries.
Step 3
Draft to approval
Citation mode review and partner approval gates.
Step 4
Compliance control
Risk flags and escalation for order directions.
Implementation in phases
Week 1: migrate matters and templates
Week 2: enable approval workflows and reporting
Week 3: expand copilots and client updates