Accounts for every role

Role Account Hub

Customers, owner/admin, staff, paralegals, and attorneys each need a clear dashboard, saved work, document access, review status, and next-step controls.

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

Preview only: These are local browser accounts and role dashboards. Production needs secure login, password reset, MFA, server-side permissions, audit logs, encrypted storage, and account recovery.

Customer

Customer Dashboard

Create documents, upload copies/photos, see saved work, download drafts, request review, and track status.

Owner / Admin

Owner Case Board

See all cases, assignments, stuck matters, downloads, review requests, and production-readiness gaps.

Staff

Staff Review Lanes

Check missing information, document quality, communication plan, tasks, and handoff readiness.

Paralegal

Paralegal Workbench

Organize documents, draft queues, attorney packets, revision notes, and follow-up checklists.

Attorney

Attorney Review Room

Review assigned matters after conflict, engagement, scope, payment, and secure document access controls.