Operations

Thirteen modules, one workflow. Operations is where the firm's work actually happens — and the modules are worth reading in the order the work moves through them, not alphabetically. This page is the map; each module has its own page underneath it.

Lead to contact to matter to invoice

An enquiry arrives in Leads as a pipeline record: who is interested and what they need. If it is worth taking, KYC handles intake and verification, and the lead becomes a client in Contacts — alongside the counterparties and third parties the file will involve.

The engagement itself opens as a record in Legal Matters, and from that point the matter is what everything else attaches to. Tasks carry the work, Hearings carry the court dates, and both surface in the Calendar. Correspondence is filed through Emails, the files themselves live in Documents, and the precedents you draft from sit in Legal Libraries.

Time logged against the matter becomes an invoice in Financial, which closes the loop the lead opened.

The two that sit outside the line

• Dashboard — not a step but a view over all of them, scoped to your role. It is the screen to start the day on.
• Legal Market — the marketplace and integrations a firm can switch on to extend what the other twelve do.

What any given person can reach in these modules is set once, in Roles & Permissions, and the options their forms offer come from Settings and Customizations. Configure those two before working through the thirteen: a module whose dropdowns are empty and whose roles are undefined will look broken when it is merely unconfigured.

Which of the thirteen appear in your sidebar is also a firm decision — modules can be visible, tucked under View More, or hidden entirely. A module missing from your rail is not a module you do not have.

The thirteen at a glance

The same map as a table, for the reader who wants to jump rather than read the narrative. Order is the order the work moves, not the order the sidebar shows.