Show the current matter, draft, document group, review order, or professional contact first.
Unified work vault
One calmer place to see saved drafts, uploaded-copy groups, finished items, exports, and review requests.
The platform has many useful tools. This vault reduces overload by showing the most important work objects together, with role filters for customers, administrators, document-organization reviewers, preparation reviewers, and attorneys.
Dashboard completion focus
Every dashboard should make the next useful action obvious.
Highlight missing information, payment/refund issue, support issue, profile claim, or review-gate blocker.
Keep your action items, document organization, review choices, messages, and billing steps separate so the status stays clear.
Storage note: This workspace helps you organize saved records, drafts, uploads, and review items. Use secure account storage for anything confidential and keep your own backup copies.
Role-aware saved work
Drafts, uploaded copies, finished legal items, review queue, and account records.
Referral and QR tools
Track account-owned referral links alongside saved work and review paths.
Use referral accounts for customers, helpers, community partners, document-organization reviewers, preparation reviewers, 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 DashboardQR Flyer Tools
Print or save simple flyers for phones, desks, events, and helper locations.
Build FlyerReferral Program
Keep customer-facing language clear and compliant.
View Program