Firm dashboard
A clean overview of new leads, active clients, upcoming consultations, open tasks, and firm-wide priorities.
Tier 3
Practice Command Center
A high-end website plus a private management portal for the firm's daily operations.
Client workspaces
Matter-centered spaces for client details, responsible staff, notes, files, and next actions.
Document vault
Organized uploads and document requests for estate plans, probate files, trust documents, and case materials.
Firm calendar
Individual schedules and firm-wide events in one operational view for attorneys and staff.
For firms that want the website and the back office to work together.
Estate, probate, trust, criminal defense, and corporate firms that want custom software they own.
Included in this package
Website growth, client workspaces, staff roles, document organization, and firm calendars.
- Everything in Growth Practice
- Employee login and role-based staff areas
- Client workspace and matter overview
- Document vault and upload organization
- Firm-wide and individual calendar views
Operations workspace
The flagship package: a law-firm management layer behind the website.
Tier 3 is for firms that want the website, intake, clients, documents, staff responsibilities, and calendars connected in one owned system.
Firm Command Center
A private portal for clients, matters, files, staff, and calendars.
Live workflow
Active matters
86
Across 4 attorneys
Vault files
1,248
Organized
Firm events
23
Next 14 days
Morrison Family Trust
Draft plan, signed docs, and successor trustee notes
Partner review
Estate administration calendar
Court filing, client meeting, and staff task deadlines
Synced
Vault access request
Paralegal needs upload access for probate inventory
Pending
Compare the three packages
Tier 3 is the full operating layer for firms that want more than a website and more than a lead dashboard.