What’s new
NewStart with a prospect, open the Case when ready
Collect what a prospective Client needs before the Case starts counting toward Subscription usage.
New Cases now begin as unbilled prospect intakes. The portfolio separates Prospects, Open, Closed, Archived, and Deleted matters, while each prospect stays focused on Documents.
Request documents while the Firm evaluates the matter. Accept the prospect with a Case template to open the full Case Workspace and Client Portal, or decline it without first turning it into a billable Case.