The platform

Profiles

Available

Firm-wide records for clients, contacts, parties, and courts.

Profiles hold clients, contacts, opposing parties and counsel, witnesses, experts, judges, and vendors, with multiple emails, phones, and addresses.

Sensitive fields

Date of birth, SSN last four, driver's license, and medical notes are encrypted, masked by default, and every reveal is logged.

Conflict check across profiles and matters, duplicate detection and merge, CSV import with mapping, and vCard export.