Working guide

A guide to your legal practice workspace.

1. Intake and engagement

Sign in with an inbox code and create your firm. Add clients, billing addresses and contacts, then open an intake matter. Activate only after the responsible firm completes its separate engagement and conflict checks. Record an external reference and note with the named human acknowledgement. The app does not clear conflicts.

2. People and confidential work

The owner administers all matters. Editors manage work, reviewers record reviews, viewers read internal material. Every non-owner has exact matter scopes. Clients see only shared tasks, appointments, notes, documents and issued invoices. Invitees sign in with the matching email and accept the invitation; this action does not send an invitation email.

Share previews identify the client audience and whether all document versions are included. Staff can unshare a document, note or invoice with a reason, including on archived matters. The next download, search, read or export checks current access. Immutable originals and the grant history remain retained. Copies already downloaded or imported cannot be recalled.

3. Workload, dates and reminders

Assign tasks and appointments to staff with matter access. The practice dashboard shows permitted workload and entered overdue dates. Enter exact UTC times, including optional reminder times. The minute scheduler creates private in-app reminders for the staff assignee or owner. Completion, cancellation, closure and revoked access suppress them. No filing or limitation date is inferred.

Export a private .ics calendar for a matter or your permitted practice scope. It contains entered dates and staff reminder alarms; client exports omit internal items and alarms. It is a snapshot, not a live calendar feed. Your calendar application controls imported alerts. Optional generic browser alerts require your opt-in and browser permission, and work only while the app is open. They are not background push or reminder email; keep your firm's independent deadline system.

4. Original documents and client communications

Retain TXT, PDF, PNG or JPEG originals up to 4 MiB per version, and append later versions. Downloads are attachments. Search covers permitted names, descriptions and bounded text-file content. Use shared notes for client messages and internal notes for staff activity. Sharing can be changed without rewriting original bytes or note history.

5. Corrected time and expenses

Record minutes and operating expenses in GBP. The recorder or owner can append a replacement or void with a reason. Originals and all prior corrections remain. Current reports use the latest effective record. This service holds no client or trust money.

6. Reviewed fee invoices

The owner first saves legal seller particulars and external payment instructions. Prepare an invoice from unallocated current time and expenses, an entered hourly rate and an optional fixed fee. Enter bill-to details, invoice, supply and due dates. Each time line rounds half up to a penny, then lines are summed. VAT totals are entered by the firm and need independent checking against applicable invoice and tax requirements; this is not a tax filing or a certified VAT ledger.

An owner or reviewer reviews the immutable draft before an editor or owner issues it. A corrected source blocks issue of a stale draft: void it with a reason and prepare a fresh draft. Issued amounts stay frozen when time is later corrected. Use a reasoned credit note or reviewed replacement rather than silently changing an issued invoice. Retained references cannot be reused.

Download printable HTML and use your browser's Print / Save as PDF. Share issued output explicitly with matter clients. Record payments or refunds only after they occurred externally, with date, amount, method, reference and reason. Reverse a mistaken settlement record with a retained reason. No action here collects, refunds or moves actual money. The accounting CSV reconciles issued charges, credits, net recorded receipts and balances; draft/void rows have no posted amounts, and event detail is not an extra charge.

7. Review, close and recover

Review the exact current matter revision; a later change makes the review stale. Complete tasks and appointments, and issue or void drafts before closure. Outstanding balances or changed invoice sources require a recorded financial follow-up acknowledgement. Archive for reading and scoped JSON export, including original version bytes and hashes. Owners can reopen for additional work.

Practice responsibilities

Legal advice, conflict decisions, inferred court dates, court filing, client-money custody and trust accounting remain outside the product. Choose appropriate access, retention and hosting arrangements. This service does not certify regulatory compliance. Review the SRA confidentiality guidance and GOV.UK invoice requirements with the responsible professional.