One firm. Every office. One connected system.
Manage multiple legal offices from one centralized platform. Office-aware permissions, staff organization, and operational context — all connected to your clients and matters.
New York
Default350 Fifth Avenue, Suite 7200
Team
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Firm → Offices → Operations
Your firm is the root. Each office is an operational unit. Everything flows from that structure.
Operations — New York
Live5 steps to a new office
Set up a new office step by step. Each step builds on the last.
Staff organized by location
Every team member belongs to an office. Roles define what they can access.
Staff — New York
3 membersFirm Roles
Full access to all offices, finances, settings, and staff management
Full access to assigned office — clients, matters, billing, and staff
Access to assigned office cases, clients, documents, and time tracking
Access to assigned office documents, deadlines, and case support tasks
Access to assigned office calendar, contacts, and administrative tasks
Managing Partners can access all offices. Other roles can be granted cross-office access through RBAC settings.
Clients and matters per office
Every client and matter lives in an office context. Filter by office to see what matters.
Clients
3 totalMatters
3 totalFirm-wide visibility across all offices
One dashboard. Every office. Staff, cases, and clients across locations — all from a single admin view.
Firm Admin Dashboard
Office-level role permissions
Five roles. Two access levels. Granular control over what each person can see and do.
Read Access
View clients, matters, documents, and calendar within the office scope.
Write Access
Create and edit clients, matters, time entries, and invoices within scope.
Admin Access
Manage staff, settings, permissions, and billing at the office or firm level.
Switch between offices effortlessly
One firm view or deep-dive into any single office. Context switches instantly.
All Offices View
Firm-wide aggregate. See totals across all locations.
New York View
Office-scoped context. Only data for New York.
Firm-Wide Settings
Global policies, billing templates, and document standards apply to all offices.
Office Overrides
Local jurisdiction rules, timezone, and office-specific configurations.
Instant Context Switch
Switch offices in one click. No logout, no reload. Context updates everywhere.
One firm. Every office. Connected.
Manage your growing firm across locations with centralized control and local operational context.