Private account workspace

Staff workflow preview

Intake review queue, missing information, document checklist, urgency flags, follow-up notes, status labels, and next action preview.

One clear dashboard focus

Staff daily focus

Resolve missing information, document-quality problems, support messages, and safe handoffs without legal-advice language.

Operations inboxResolution deskDocument qualityCommunications

Dashboard completion focus

Every dashboard should make the next useful action obvious.

Current item

Show the current matter, draft, document group, review order, or professional contact first.

Blocked item

Highlight missing information, payment/refund issue, support issue, profile claim, or review-gate blocker.

Next handoff

Keep customer, staff, paralegal, attorney, referral, and owner steps separate so status stays accurate.

Role focus

Keep the next action visible.

Saved work

Use the dashboard to find the current matter, draft, upload group, review request, and next task.

Clean handoff

Staff, preparation, and attorney review work should keep notes, documents, versions, and boundaries separate.

Clear status

Draft, review, finalization, payment, referral, and professional-contact statuses should not be mixed together.

Command CenterResume WorkTimelineReview QueueSecurity Access
Important: Use this dashboard to organize work and next steps. Drafts and saved items do not become final legal documents unless the required review and finalization steps are completed.
Account SetupMy DocumentsPackage BuilderExport CenterReview CheckoutMy DashboardMatter WorkspaceVersionsReview OrdersSharingDraft WorkspaceSave ProgressUpload BinderFinished ItemsAttorney Add-OnAccount HubDocument VaultFinal LibraryReview WorkflowParalegalCreate / DownloadTemplatesAttorney Add-OnsDownloadsGoogle DocsCase FileInterviewReview GateHuman ReviewIssue MatrixLaunchpadCompletenessPlain-English ReviewStaff LanesAttorney RoomAction PlanDocument InboxAttorney PacketConsent CenterPlan ScoreAsset MapPeople MapAssemblyPlan BuilderSigning CenterTrust FundingTriageExportCase SummaryDeadlinesQuality CheckAssignmentsAccount HomeAI Review BoardSaved WorkExisting Document Update QueueQuestion & Document Review Queue

workflow shortcuts

Create, save, review, and resume faster.

Create / Download

Use the guided studio for named draft records and practical downloads.

Guided Studio

Saved Work Vault

Review drafts, uploads, finished items, exports, and review requests in one role-aware view.

Work Vault

Review Add-On

Route an item into staff, paralegal, or attorney review with engagement-gate safeguards.

Review Bridge

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

launch operations

Limited-launch shortcuts

Use these tools to support the first real paying users while keeping review, referral, payment, and finalization boundaries clear.

1Launch ControlOwner/admin readiness gate.2Customer SuccessSupport paid users and stuck matters.3Daily QueueRole-aware tasks and blockers.4RunbookMonitoring, incidents, and rollout controls.