Features
Everything a legal team needs to run contracts
Deep enough for Legal Operations, simple enough for a sales manager raising their first request.
Projects & matters
- Structured intake with commercial and legal fields
- Custom fields: text, number, date, dropdown, multi-select, currency, user, checkbox
- Participants with internal and external guest access
- Project stages, priority and progress tracking
Visual workflow
- Role cards with Active, Waiting, On Hold, Completed, Not Started and Overdue states
- Responsibility lines with hover detail
- Parallel active paths
- Reusable workflow templates
Actions
- Assign to role and user with deadline and priority
- Start, Complete, Reassign, Request information, Put on hold, Extend deadline
- Table and Kanban views
- Complete action history
Documents
- Drag and drop upload of DOCX, PDF, XLSX, PPTX and images
- Version history with author and change note
- Compare versions and link documents to actions
- Central library with enterprise filters
Collaboration
- Direct, project and role conversations
- @mentions, attachments, reactions and search
- Audio and video call launch points
- In-app, browser push and email notifications
Administration
- Users, invitations and access levels
- Role and permission matrix
- Project configuration: types, service lines, entities, countries
- Immutable audit trail