The practice desk now has client records tied to CNR matters. Open a client to see the matters you handle for them, or start with a matter and attach the right client.

Your public lawyer profile also has a client-intake link. Someone looking for help can send their details through a form; the submission arrives in your registration inbox. You decide whether to turn it into a client record. The form does not use AI to interpret what they wrote.

When it is time to bill, start from the client or the diary. The matter details come across, and the new bill PDF gives the charges, notes and signature their proper space. You can still edit the bill before sending it.