Key Features and Functions include:
Matter Management
A centralized matter management system that consolidates contacts, expenses, time entries, events, tasks, and documents into a single matter record. Matters can be viewed through timelines and Gantt-style project views to support planning, progress tracking, and deadline management.
Time Tracking and Billing
Tools for precise time capture, invoice generation, and billing workflows tied directly to matters and activities. The platform supports detailed billing reports to help firms monitor productivity, manage unbilled time, and ensure accurate client invoicing.
Activity Tracking and Calendaring
A unified activity hub for managing time entries, tasks, events, and billing activities. Users can follow calendars, schedule events, create tasks, and track time directly from a centralized interface to support daily workflow management.
Document Management
Secure, cloud-based document storage with matter-level organization and access controls. Documents can be accessed remotely and searched within the platform, supporting collaboration and continuity across matters.
Client Relationship Management (CRM)
Integrated CRM functionality to manage client records, communication history, and relationship data. The system supports ongoing client engagement and visibility into client-related matters and activities.
Reporting and Dashboards
Configurable dashboards and reporting tools that provide visibility into operational, financial, and matter-level data. Reports are designed to support data-driven decision-making across clients, matters, and firm performance.
Attro AI – Context-Aware Legal Operations Assistant
Attro AI is an AI assistant embedded across the platform and connected directly to matters, documents, time entries, billing data, and client records. It enables users to query practice data using natural language, such as asking about matter status, upcoming deadlines, outstanding invoices, unbilled time, or workload distribution, with responses based on real, permission-based data.
AI-Enhanced Reporting and Operational Insights
Dashboards and reports are augmented with AI-driven explanations that provide context on trends, changes, and anomalies. Attro AI highlights operational risks such as approaching deadlines or overdue receivables and supports management decisions with summarized insights.
Custom AI Agents for Legal Workflows
Support for firm-defined AI agents tailored to specific legal workflows and use cases. Custom agents can operate on firm data, matters, and documents within defined governance and permission rules, supporting functions such as matter intake analysis or internal knowledge assistance.
Integrations and Productivity Tools
Integration with common productivity and cloud services, including Microsoft 365 and Google Workspace, to extend document access, communication, and scheduling across existing firm tools.