Billing, case tracking, and the busywork around expert witness work — in one tool.
Log time and expenses, send audit-trail invoices, run conflict checks, sync task deadlines to your calendar, and handle case PDFs — built specifically around expert-witness and consulting work, not retrofitted from generic project software.
Manage your practice
Every case, client, and contact in one connected record — not spread across a spreadsheet, a separate calendar, and an email inbox.
Case management
Track every matter's parties, key dates, staff assignments, and status in one record.
Client & company profiles
One profile per client or firm, linked automatically across every case they're part of.
Conflict checks
Search every case, client, and contact record for a name before taking on a new engagement.
Multi-staff accounts
Invite staff with role-based access, and deactivate or reactivate them without losing their history.
Get paid without the spreadsheet gymnastics
Billing built for professionals whose invoices sometimes get scrutinized under oath, not just by a client's accounts-payable department.
Multi-rate time tracking
Every time entry snapshots the rate that applied when it was logged, so past invoices never drift if a case's rate changes later.
Audit-trail invoicing
Finalized invoices and their line items are immutable — what you sent is always what you can prove you sent.
Email delivery tracking
Know the moment an invoice email succeeds or fails, instead of finding out from a client who says they never got it.
Expense tracking
Log case expenses against firm-defined activity types, billable or not.
Retainer & trust accounting
Track deposits, funds applied to invoices, and running balances per case.
Reports & AI Report Builder
Describe the report you want in plain English and get a real, firm-scoped query back — never a black box.
Stay organized across every case
Tasks, calendar, and documents, connected to the case they belong to.
Tasks from email
An AI assistant reads your inbox and turns deadlines and requests into tasks, using an AI provider you choose and control.
Two-way Google Calendar sync
Push task deadlines to your calendar, and pull back any changes you make there for a quick confirmation on the task — never anything outside what the app itself created.
PDF tools
Fill, sign, split, OCR, and extract highlights from case documents without leaving the platform.
Compile your testimony history in minutes, not an afternoon
Federal Rule of Civil Procedure 26(a)(2)(B)(v) requires a testifying expert to disclose every other case in which they testified at trial or by deposition in the previous four years. The Testimony History Report scans your case and time-entry records for testimony-related activity and separates it into a high-confidence list and an everything-else list for you to confirm — helping you compile the disclosure, not replacing your own review of it.
Security built in, not bolted on
Your case files and client records deserve real protection — here's what's actually in place.
Encryption everywhere
OAuth tokens, mailbox credentials, and AI provider keys are encrypted at rest; all traffic runs over TLS.
Two-factor authentication
TOTP-based multi-factor authentication is available for every user, with recovery codes.
Bot & abuse protection
Login and signup are protected against automated abuse at the network edge.
Your data, your export
Export your firm's data whenever you want it — no lock-in.
Read more in our Privacy Policy and Terms of Service.