Google Contacts, the address book built into Gmail, lets you keep track of all your contacts, see when you last interacted with them, and more.
Send approved client agreements and file signed copies with audit pages.
Your client gets the signature request, and your team finds the signed agreement with its audit page in the final folder.
Keep client follow-up files with the pending matter review.
Your reviewer sees missing files on the pending approval item, even when a requester adds them after the review starts.
Show changed exhibit terms before you release a matter handoff.
Keep your contract review and approval process current when exhibits change. Your legal administrator gets a linked review before the handoff moves forward.
Link the current file and old decision in a pending review.
Get a fresh review request for a changed legal file, with the canceled decision linked and the handoff held for your legal administrator.
Summarize new matter files and mark unclear facts for review.
Get a JSON file with key facts from new intake documents, plus a short summary and clear notes on anything you need to review.