A Generic Docket

Take your practice to the next level.
Competitive software provides little more than basic features: invoicing, contacts, calendaring, time tracking and reporting.
We provide all of that along with a matchless advantage— the only generic docket on the market for teams to develop case material.

Records serve as auto-sync cloud folders for collaborative file development with

• ❧ Time tracking & timers
• ❧ Invoicing & receipt
• ❧ Work assignment & notifications
• ❧ Wiki & comments
• ❧ File versioning, change histories & edit locks
• ❧ Automatic calendar entries of litigious events derived from records
• ❧ Synchronization of events into Microsoft and/or Google Calendars

Interface

A modern interface improves practice performance with

• ❧ Assignment badges per record
• ❧ Favorites & nav history
• ❧ SMS & email notifications
• ❧ Teleconferencing with Google and Microsoft
• ❧ Mobile device time tracking, assignments and invoices

Payments

More invoicing and payment options

• ❧ Over 30 payout currencies and 130 payment currencies
• ❧ Brand-customizable invoicing and payment pages
• ❧ Fulfillments by bank routing, card, Google or Apple Pay, and sovereignty-specific systems such as SOFORT
• ❧ Transactions up to $999,999.99 USD
• ❧ Subscription-wide, role, group or individual authorizations to use transactions accounts
• ❧ Direct access by account administrators to our Stripe middleware for full control over refunds, adjustments, verifications, cancellations, and purchase orders

Security

• ❧ End-to-end encryption on all documents and sensitive data
• ❧ Full compatibility with Microsoft Azure Information Protection © labels
• ❧ U.S. HIPAA compliant storage
• ❧ Redundant backup on all data & documents
• ❧ Industry-standard cryptography, assembly keys & digital certificates
• ❧ Clear and download your data anytime

Insights

Customizable dashboards with reporting by

• ❧ Contracts, invoicing, expenses & payments
• ❧ Time tracking & assignments
• ❧ Task completion rates and file development

Teamwork

Unmatched suitability for inter-firm or practice collaboration with

• ❧ Separate transactions accounts
• ❧ Calendars auto-synced into shared or separate Microsoft and/or Google calendars
• ❧ Remote work collaboration with teleconferencing by phone, video and/or text