Operations
Fifteen 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.
All fifteen modules
HR and payroll, a full CRM from lead to client, every matter and hearing, tasks and calendar, document and financial management, email and reminders, team chat — this is the whole of eFirm at a glance. Open any card; the workflow narrative below explains how they connect.
Automations
Set a trigger and an action and eFirm runs the workflow on its own - test it before activating, and switch it off without deleting it.
Read moreHR
Attendance, paid leave, holidays, training records and employee policies for the firm itself. Purple only.
Read moreDashboard
The firm home: matters, deadlines, revenue and team activity in one view.
Read moreContacts
Clients, counterparties and third parties, and how they attach to matters.
Read moreLegal Matters
Open, staff, track and close a matter, and everything that hangs off it.
Read moreLegal Libraries
The firm's knowledge and precedent library, and how Legal AI reads from it.
Read moreLegal Market
The Microsoft 365 integrations a firm can switch on from inside eFirm, and the planned Legal Marketplace section.
Read moreKYC
Client intake, identity checks, the conflict check and Screening - the optional sanctions-watchlist check - that gate a new matter.
Read moreHearings
Hearings, court reviews and service logs, and how they reach the calendar.
Read moreTasks
Task and workflow management across matters, people and deadlines.
Read moreCalendar
Deadline tracking, court dates and the calendars eFirm syncs with.
Read moreDocuments
Document and file management, versions, and where a matter's files live.
Read moreFinancial
Double-entry accounting for a law firm: what posts to the ledger, which date a figure lands on, how rates are chosen, and what the sixteen reports each answer.
Read moreEmails
Email integration, and how a thread is filed against a matter or contact.
Read moreLeads
Lead and pipeline management, and the handover from lead to client.
Read moreNotifications
The firm-wide alert feed: client, internal, billing, calendar and reminder notifications, filterable, with one click to the record behind each alert.
Read moreReminders
Personal, cross-entity reminders across matters, tasks, leads, hearings, contacts and calendar items - review, filter, edit, delete, or create one anywhere.
Read moreTeam Chat
eFirm's own in-app messaging - direct messages, group chats, and threads on a task or matter - distinct from the HAQQ Legal AI assistant.
Read more
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 four 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 modules do.
- Automations — trigger-and-action rules that let eFirm run a step on its own once a firm sets them up.
- HR — attendance, leave, performance and the rest of the firm's own human-resources record. Purple plans only.
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 fifteen: a module whose dropdowns are empty and whose roles are undefined will look broken when it is merely unconfigured.
Which of the fifteen 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 fifteen 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.
| Module | What it holds | Where it sits |
|---|---|---|
| Leads | Enquiries and the pipeline stages they move through | Before the client exists |
| KYC | Intake, identity checks and the documents behind them | Between lead and client |
| Contacts | Clients, counterparties, courts and third parties | The people layer |
| Legal Matters | The engagement record everything else attaches to | The spine |
| Tasks | Assigned work, deadlines and status | On the matter |
| Hearings | Court dates, outcomes and the next listing | On the matter |
| Calendar | Tasks and hearings on one timeline | A view over both |
| Emails | Correspondence filed against the matter | On the matter |
| Documents | The files themselves, versioned and permissioned | On the matter |
| Legal Libraries | Precedents and templates to draft from | Firm-wide |
| Financial | Time, expenses, invoices and what is unpaid | Closes the loop |
| Dashboard | A role-scoped view over all of the above | Outside the line |
| Legal Market | Marketplace and integrations the firm can switch on | Outside the line |
| Automations | Trigger-and-action rules the firm sets up itself | Outside the line |
| HR | Attendance, leave, performance and the firm's own HR record | Outside the line |