Select a chapter to read its complete Theory text.
Practice Overview
Clients, active matters, deadlines and forthcoming court appearances.
Total Clients
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Client profiles
Open Cases
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Active matters
Next 30 Days
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Court appearances
Stored Documents
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Client, case and library files
Upcoming Court Appearances
Recently Updated Cases
Clients
Search, open and edit client profiles.
Assets
Add Asset Contact
Assets by Type
0 contacts
No Asset contacts have been added.
Cases
Search by appearance date, client, case name, court or venue.
Court Calendar
Monthly view of all recorded next-appearance dates.
Legal Library
Connect, index, search, view and download documents from five independent storage sources. Embedded Caselaw contains both verified judgments and the deduplicated legal archive.
Stored browser and iCloud copies are automatically indexed on each authorized device when online. Automatic search supports text-bearing files up to 35 MB; an image-only PDF is marked as needing OCR. Manual all-source indexing uses three controlled workers, skips unchanged files and saves progress after every file. Sleep prevention starts automatically when indexing begins.
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Statutes
Checking the central statutes catalogue
Embedded statutes
Loading catalogue…
Loading the shared statutes catalogue…
The centrally managed statutes index is checked automatically.
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Google Drive
Configure Google Drive in Settings
Connect with read-only access to display every Drive file, or select a folder using a folders-only picker. The Case Manager cannot edit or delete anything in Google Drive.
Google Drive files
0 files
Connect to load all Drive files, then index displayed files to enable full-text search.
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iCloud Drive
Choose iCloud files or connect an iCloud Drive folder
Use Apple’s Files picker on iPhone or iPad, or connect the local iCloud Drive folder on a desktop. Selected files and connected-folder files appear together below. Apple does not provide third-party websites with a Google-Picker-style view of an entire personal iCloud Drive.
iCloud Drive files
0 files
Choose files or connect a folder, then index it for full-text search.
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Local Drives & Folders
Connect a folder or upload files from this device
Grant read access to a folder on this device or an attached drive. Browser-uploaded library documents also appear in this section.
Library categories
All Local Files
0 files
Drop caselaw, statutes or other legal documents here, or use Upload Files.
Connect or upload files, then index them to enable full-text search.
Legal Research
Ask legal questions using mandatory Embedded Caselaw evidence, optional Statutes, additional connected-library evidence, and optional outside web research.
The assistant will always search the verified K# judgments and any active L# legal archive. It will use Statutes only when you tick Use Statutes. Indexed files from your selected drive are additional evidence. Outside web sources remain unavailable unless you enable them.
Use the microphone to fill the question box.
Legal Accounting
Record client bills and payments, track firm expenses, and prepare monthly or annual management accounts.
Internal accounting workspace: Client Accounting below is a billing and receipts ledger, not a substitute for a regulated client-money or trust account. Generated accounts are internal management reports and are not audited, tax, statutory or VAT invoices. Confirm tax treatment, official fees and retention obligations with the applicable current rules and your accountant.
Legal Fees Billed
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Professional fees and entered tax/levy amounts
Expenses Billed
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Client disbursements and entered tax/levy amounts
Payments Received
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Recorded client receipts
Outstanding Balance
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Bills less payments received
Bill Legal Fees or Client Expenses
Record Client Payment
Selected Client Ledger
Select a client to view bills and payments.
This Month
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Firm overhead expenses
This Year
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Firm overhead expenses
All Time
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Recorded firm expenses
Expense Entries
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Number of recorded items
Record Firm Expense
Firm Expense Ledger
No firm expenses recorded.
Prepare Monthly or Annual Accounts
Generate client statements, an all-client receivables summary, or an entire-firm management account.
Choose a period and scope, then prepare the accounts.
Case Analysis
Ask questions about selected case documents, test reasonable inferences and prepare a saved analysis report.
Choose a case and documents, then select Analyze Selected Documents. The assistant will separate source-supported findings, reasonable inferences, uncertainties and missing information.
Cloud Sync, Backups & Portable Files
Automatic central synchronization plus downloadable and device-folder recovery copies.
Secure Cloud Synchronization
Checking the central workspace…
Your clients, cases, settings and stored documents synchronize automatically after you sign in.
Google Drive or Device Folder
No folder selected
On desktop Chrome or Edge, select a Google Drive or local folder. The browser will ask before reading or writing files.
Portable Data Folder
No portable data folder selected
Select any folder you control. The app can keep a current portable database file there for use as a restore point on another device.
Database Backup
A full backup includes clients, Assets contacts, cases, progress entries, Legal Accounting ledgers, saved Conveyancing and Process Precedents working copies, settings, case documents, legal-library documents, AI conversations and saved analysis reports. Version 8 WEB retains the large-database-safe archive format and can also restore older backups.
Document Synchronisation
Copy your organised legal library, client documents and case documents into named folders within the selected Drive folder.
Important
This browser-based application does not replace professional cybersecurity controls. Protect your device and browser account, enable Google and Apple account security, and maintain more than one backup of confidential client data.
Legal Drafting
Select a drafting tool below. These five drafting items appear only inside this page.
Process Precedents
Select a source precedent, prepare an editable working copy, and save each tailored version for later use.
Choose a precedent to begin editing.
Saved Working Copies
Saved Process Precedents copies are included in secure central synchronization and backups, so they can be reopened on another signed-in device.
No saved Process Precedents working copies yet.
Conveyancing
Study all corrected non-Form chapter text in Theory and work from editable Forms in Precedents, with the enhanced combined Parts 1–3 PDF retained as the visual reference.
Choose a precedent to begin editing.
Saved Working Copies
Saved copies are included in the secure central synchronization and backups, so they can be reopened on another signed-in device.
No saved precedent working copies yet.
Users & Access Rights
Create users, issue or reset temporary passwords, control page access and grant administrator rights.
Settings
One organised place for practice, court, drafting, appearance and backup preferences.
Danger zone
Erase all synchronized case records only when you have downloaded and verified a cloud backup. This affects every signed-in device.