Activity log
Admins see the whole firm's log. Everyone else sees their own actions.
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Offices & access
Built for firms with more than one office.
Offices, departments and roles are part of the model, so people see the work that belongs to them and nothing else.
Structure
Your firm, as it is actually organised
Organisation, then offices, then departments. Two offices can each run an Intellectual Property department without their work mixing.
- One person can belong to several offices and departments
- Dashboards across the whole firm, or scoped to one office
- Live counts of active cases and tasks for every person
- Accounts access granted separately: none, chosen offices, or the firm
Roles
Five ways in, each with a clear limit
Every request is checked against the person's role and departments. Deactivate someone and they are out on their next click.
| Role | What they can do | What they see |
|---|---|---|
| Admin | Everything, including offices, departments and other admins | The whole firm |
| Sub-admin | Admin reach, except removing an admin, creating offices or departments, or granting admin control | The whole firm. Accounts only if an admin grants it |
| Authorized member | View, create and edit | Their own departments |
| Restricted member | Edit only what they own. Cannot create | Only the cases assigned to them |
| Client contactPortal login | Read their matters, talk in the client thread, see their own meetings | Their own client's cases, and cases they follow |
Client portal
Let clients see their matters, on your terms
A client contact gets a login only when someone in the firm sends it. They cannot give themselves access.
- Send credentials: a single-use link to set their own password
- They see their client's cases, the client thread and their own meetings, read-only
- Case tasks stay hidden from clients unless you choose to share one
- Private tasks are hidden from clients and from the department
Audit trail
A record of who changed what
Every create, update and delete on cases, tasks, proceedings, meetings, clients, projects, IP applications and team members is written to the activity log. Entries are never edited.
Accounts audit
Every accounts change keeps a snapshot of before and after.
Task history
Each task keeps its field-level change history and every deadline move.
Invitations
New people get a welcome email with a set-password link that expires in 24 hours.
Ready when you are
Give every office its own view of the firm.
Try it for five days in a full workspace, already furnished with sample data. No card, nothing to cancel.