Paralegal workspace

Paralegal Workbench

Paralegals need a focused place to organize facts, review file quality, prepare attorney packets, track revisions, and move drafts toward review without giving legal advice.

Command Center Resume Work Timeline Review Queue Security Access

Account Setup My Documents Package Builder Export Center Review Checkout My Dashboard Matter Workspace Versions Review Orders Sharing Draft Workspace Save Progress Upload Binder Finished Items Attorney Add-On

Referral and QR tools

Track account-owned referral links alongside saved work and review paths.

Use referral accounts for customers, helpers, community partners, staff, paralegals, and attorney-adjacent review sources without implying legal advice or attorney engagement.

Referral Dashboard

Create unique codes, links, and QR images tied to an account.

Open Dashboard

QR Flyer Tools

Print or save simple flyers for phones, desks, events, and helper locations.

Build Flyer

Referral Program

Keep customer-facing language clear and compliant.

View Program