Customize · Firm
Shape it to how your firm works. Practice areas, phases, pages and fields, changed by your admins, not a consultant.
Admins add practice areas, phases, pages and fields, limit pages to roles, and set the checklist each phase adds. Or describe a change in plain English, review exactly what the assistant proposes, and apply it with one click.
Customize · Matters
Revision 13 · live
Try asking
- Custom pages and fields for any practice area
- Limit any page except Overview to chosen roles
- Phase checklists that add tasks when a case moves
- Every change kept, with any version restorable
Instead of
- a consultant for every configuration change
Pages, fields and phases your admins change themselves.
Works with
Weighed against
The work, rule by rule
Customize: questions firms ask
Yes. An admin adds the practice area in Customize. The assistant can then propose its phases, pages and fields from a plain-English description, and you review the exact change before applying it.
Yes. Any page except Overview can be limited to the roles you choose.
The phase's checklist adds its tasks. Admins set the checklist for each phase.
Yes. Every change is kept, and any earlier version can be restored.
See Customize with your case types. Thirty minutes, on your own practice.