Overview
Start each session here to see new enquiries, your approval queue and the current health of the practice system.
Take me thereUAT · Test environment
Use this as a calm first walkthrough. Start with the everyday work, then visit the specialist tools only when their situation arises.
Every client-facing action stays under your review.
Start each session here to see new enquiries, your approval queue and the current health of the practice system.
Take me thereUse this to review and triage a new approach. Decide personally whether it should become a client record or matter.
Take me thereKeep the minimum reliable contact record for people connected to the practice, then use it again when billing or responding to a request.
Take me thereUse a matter to follow a mediation through its controlled stages, keep its history together and review conflict prompts yourself.
Take me thereRead the exact draft, make any edit you need and decide whether to send it. The system never dispatches a client message without you.
Take me therePrepare a branded fee note, then separately review the covering email before it is sent to the payer.
Take me thereAfter reviewing real drafts, capture the edits that make the writing sound more like you. The feedback stays in the practice database.
Take me thereConnect the Google Calendar that should receive de-identified appointment information, then choose the working calendar.
Take me thereUse this when someone asks to access or erase their data. Export first; erasure is audited and deliberately irreversible.
Take me thereAdd an expense, attach a private receipt photo or PDF, and mark it reconciled after checking your own records. Export the period for your accountant.
Take me thereOpen a record to see its matters, addresses and complete communication history.
Advance the matter through controlled stages, review its complete history and personally assess any conflict-screening prompts.
Review the exact message, edit it if needed, then approve its dispatch. Scheduled reminders never send from cron alone.
Generate a branded PDF, then queue its covering email for review. Nothing is sent until you approve it in the approval inbox.
Add the first contact before creating a fee note. That contact will appear in the payer list.
Check the payer, dates, line items and total before queuing.
Issuing only creates an approval item; the inbox is the send gate.
Scheduled chases also wait in Approvals and never send from cron alone.
Keep your spending, receipt photos and manual reconciliation together. Export a period summary for your accountant.
Review edits made to approved drafts, then activate a new voice version. Feedback stays in the practice database and is never sent to a model.
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The practice stores an encrypted connection token in Singapore. Client names, enquiry text and case notes are never copied into Google Calendar.
Export a subject's readable record or run the audited erasure workflow. Legal holds and active outbound operations fail closed.
The JSON package contains this person's readable record and excludes another client's shared-matter data.
This is irreversible. The append-only audit skeleton remains, while a case-wide legal hold or active outbound operation blocks the request.