Attorney — Advanced usage
Deeper features for power users. Availability depends on your firm’s Module Settings. If something below is missing from your sidebar, ask your firm admin — it may be turned off for your firm.
AI and document intelligence
Document Workflow
Structured drafting with explicit Attorney Review Required steps. Use it to generate drafts from matter context, then decide in AI Review: accept, edit, or reject. Do not treat workflow output as filed or client-ready until you approve.
AI Review queue
Central place for AI-produced work waiting on a human decision. Clear this queue the same way you would clear a filing cabinet of unsigned letters.
Donna, Paralegal
Assistive paralegal-style workflows. Approvals still route through attorney review — Donna does not autonomously file or email clients.
AI Advisor
Board-style advisory assist for attorneys/paralegals/admins when enabled. Still draft guidance, not a substitute for your professional judgment.
Legal Research
When your firm has enabled Legal Research, open it from Insights. Verify citations yourself before relying on them in work product.
Transcription
Transcription under Documents & Evidence when your firm has enabled it. Treat transcripts as working notes until reviewed.
Litigation prep modules
These may appear under Matters when your firm enables them:
- Discovery / Propound Discovery
- Depo Prep
- Trial Prep
- Shared Space
Use them as matter-scoped workspaces. They do not replace court e-filing.
Evidence depth
- Evidence — custody-oriented uploads with review status.
- Notebook — matter notes alongside files.
- Document Sources — track where material came from.
- Prefer consistent naming and descriptions so AI retrieval and human search both work.
Billing, trust, and accounting
| Surface | Who | Notes |
|---|---|---|
| Time & Billing | Attorney / billing roles | WIP and invoices |
| Trust Accounting | Attorney / admin | Client funds; firm controls apply |
| Accounting | Attorney / admin | Books views when module on |
| Financial / Operational Reports | Insights | Reporting, not disbursement |
Trust movements and IOLTA reconciliation are firm-controlled. Do not improvise disbursements outside your firm’s process.
Oliver, Firm COO (when enabled)
Firm-ops radar: Firm Alerts, Owner Radar, Firm Radar Heatmap (and related leaves). Use for operational awareness. Oliver is not legal advice and is not a substitute for matter-level judgment.
Reports and insights
- Financial Reports / Operational Reports
- Matters Report (when faceted reporting is on)
- AI Review / AI Advisor as above
Keyboard and chrome power features
- Goto chords: G then letter (T/M/C/I/D/E/B/R/N/S) for Tasks, Matters, Clients, Inbox, Documents, Evidence, Billing, Reports, Intake, Settings.
- Top bar: Start timer, New matter, Invite client, New document.
- Floating Timer widget for continuous capture.
- Settings → jump to firm Admin Console firm-info when you are a firm admin.
Boundaries (read carefully)
- AI output is never court-ready or client-ready until you review it.
- Clients cannot use this workspace; they are redirected to the portal.
- Firm settings (team, billing plan, modules) live in the Admin Console, not in the attorney workspace sidebar.