| Matters and tasks |
| Matters with participants, contacts, notes, files, history | ✓ | ✓ |
| Tasks with dependencies, recurrence, tags, estimates, audit trail | ✓ | ✓ |
| Kanban board and task calendar | ✓ | ✓ |
| Assignment accept/decline workflow | ✓ | ✓ |
| Workflow templates that generate task sets | ✓ | ✓ |
| Intake forms, pipeline and follow-ups | ✓ | ✓ |
| Global search across tasks, matters, clients, agreements | ✓ | ✓ |
| Google Workspace |
| Gmail add-on: link, import threads, log time, create tasks and matters | ✓ | ✓ |
| Google Calendar add-on and automatic deadline sync | ✓ | ✓ |
| Drive, Docs, Sheets and Slides file context | ✓ | ✓ |
| Google Contacts integration | ✓ | ✓ |
| Sign in with Google, with two-step verification | ✓ | ✓ |
| Works with Gemini for Google Workspace | ✓ | ✓ |
| Deadlines |
| Court deadlines with rule source, tolling, reminders and jurisdiction | ✓ | ✓ |
| Scheduled reminder emails | ✓ | ✓ |
| Documents |
| Drive browsing, upload, share, export to PDF from the app | ✓ | ✓ |
| Agreement templates in Google Docs with merge fields | ✓ | ✓ |
| In-app e-signature and signed-copy sync to Drive | ✓ | ✓ |
| Billing |
| Timers, manual time, expenses, approval workflow | ✓ | ✓ |
| Hourly and flat-fee billing, batch invoicing, PDF invoices | ✓ | ✓ |
| Online payments with LawPay and payment links | ✓ | ✓ |
| Bank feeds with Plaid | ✓ | ✓ |
| Accounting |
| Trust (IOLTA) accounts, transactions, audit log, nightly balance checks | ✓ | ✓ |
| Chart of accounts, general ledger, journal entries | ✓ | ✓ |
| Bank reconciliation, period close, vendors and bills | ✓ | ✓ |
| P&L, balance sheet, trial balance, cash flow, AR aging, matter profitability | ✓ | ✓ |
| Clients |
| Client portal: tasks, invoices, payments, documents, messaging | ✓ | ✓ |
| Staff messaging and staff-to-client inbox | ✓ | ✓ |
| Scheduled client statements and overdue reminders | ✓ | ✓ |
| Reporting |
| Twelve role-specific dashboards with configurable layouts | ✓ | ✓ |
| CSV and PDF export of every report | ✓ | ✓ |
| Administration |
| Roles: administrator, attorney, paralegal, bookkeeper, client, case contact | ✓ | ✓ |
| Per-matter permissions (read, upload, full) | ✓ | ✓ |
| Field-level audit trails and deletion-request workflow | ✓ | ✓ |
| Developer API for custom integrations, with its own activity log | ✓ | ✓ |
| Platforms |
| Web, iOS, Android, macOS, Windows, Linux | ✓ | ✓ |
| Counsel AI |
| Morning briefing with escalating follow-ups | — | ✓ |
| Counsel card in Gmail (summarize, draft, triage, status, ask) | — | ✓ |
| Court filing analysis and document Q&A | — | ✓ |
| Deadline proposals with dates calculated by rules, not by the AI | — | ✓ |
| Drafting, redlines, chronologies and privilege logs as proposals | — | ✓ |
| Output to Google Docs, Sheets and Slides | — | ✓ |
| Semantic search with OCR for scanned exhibits | — | ✓ |
| Intake evaluation, email-to-task, billing readiness checks | — | ✓ |
| Review queue, firm consent, privilege screening, spending cap, activity log | — | ✓ |
| Included monthly AI usage per seat, optional pay-as-you-go beyond it, optional client pass-through at your markup | — | ✓ |