Start with the essentials
Clients, matters, calendar, tasks and documents in compact navigation that does not assume administrative staff.
For solo practitioners

Clients, matters, calendar, tasks and documents in compact navigation that does not assume administrative staff.
Publish intake forms, organize prospects and review conflicts before taking a new matter.
Turn recurring Word models and task lists into repeatable processes while keeping control of the content.
When you choose a plan with firm website, publish a configurable site that presents services, team and experience through your own identity. Forms can turn visitors into opportunities inside CortexLex.
Invite each client to a private space where they can review shared progress, send information, access documents and communicate with you.
Track work, expenses, installments and payments to understand resource use and outstanding balances.
Invite collaborators, assign permissions and expand limits as volume increases.
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