Seat onboarding

Create the workspace that matches your work.

Choose Pro Se, Attorney, or Family Communications and continue through protected account access. Each seat opens to a focused workspace with review-safe outputs and clear next actions.

Compare seats Learn about Attorney

Selected workspace: Attorney Seat

Secure account access prepares your selected workspace. This selected seat is remembered for start and resume screens when browser storage is available. After account access is confirmed, this seat opens to /attorney with settings, connections, and next actions available.

First actions after access

Create or open a matter
Add client and party details
Review deadlines and tasks

Workspace readiness

Attorney is ready for protected access.

The selected seat opens to a focused workspace with saved progress, permanent settings, connection review, and clear first actions.

Workspace selected

Saved progress and next actions

Matter setup

Open a matter, add clients and parties, and keep tasks and deadlines in view.

Professional review

Evidence, timeline events, and imported records stay separated from private work product until reviewed.

Client-safe outputs

Status reports and packets stay scoped so private notes do not enter client-ready views.

Account state

Selected seat

Attorney Seat

Resume path

Open matter operations

Review posture

Suggestions and imported records remain review-required before becoming workspace content.

Open matter operations Create account Settings Connections

Create the workspace that matches your work.

Choose Pro Se, Attorney, or Family Communications and continue through protected account access. Each seat opens to a focused workspace with review-safe outputs and clear next actions.