一句话AI-native legal practice management platform with built-in accounting, passive time tracking, billing, trust accounting, document automation and integrations.
定价Freemium + flat-rate monthly/annual firm pricing + custom enterprise Essentials: $0/mo, free for solo practitioners and small firms. Professional: $995/mo monthly or $795/mo annual, includes CRM, document automation, AI Assistant, custom roles, adva
适合谁Law firms, solo practitioners, small to large legal practices across litigation, estate planning, family law, corporate, real estate, immigration, criminal defe
核心功能Matter managementPassive and manual time trackingAI-drafted time entries and AI matter matchingBilling and invoicingBuilt-in accounting and bank reconciliationTrust/IOLTA accounting with three-way reconciliationDocument management and unlimited storageDocument automation and form librariesClient intake forms and client portalCalendar and court rulesCRM pipeline and workflow automationE-signatures
核心功能模块案件管理、联系人、任务、截止日期、文档、日历、被动/手动计时、AI 时间条目、计费与发票、内置会计、银行对账、信托/IOLTA 三方对账、在线 intake、客户门户、CRM、文档自动化、电子签名、冲突检查、报表仪表盘、工作流自动化、法院规则日历。
套餐与定价Essentials 免费；Professional 月付 $995/mo、年付 $795/mo；Enterprise 定制。支付处理插件：信用卡 2.5%/笔，eCheck/ACH $2/笔。可月付或年付，年付节省 20%，可随时取消。
免费版/试用Essentials 永久免费，创建免费账户无需信用卡；可随时升级。取消后数据仍可访问 90 天。
第三方集成Google Workspace、Microsoft 365、Gmail、Outlook、Zoom、Microsoft Teams、Slack、Dropbox、Google Drive、OneDrive、Box、SharePoint、iManage、Calendly、QuickBooks Online、Xero、FreshBooks、Stripe、PayPal、Plaid、Zapier、Power Automate、Make 等。
团队协作与权限Professional 包含自定义角色和权限、CRM 管道、自动化工作流、团队报表和仪表盘；Enterprise 包含多办公室管理、白标客户门户、专属客户经理、定制 onboarding 和培训。
数据安全合规AES-256 静态加密、TLS 传输加密、基于角色的访问控制、多因素认证、全面审计日志；Enterprise 提供 SAML SSO、先进安全控制和审计日志。SOC 2 Type II、ISO 27001 在路线图中；HIPAA BAA 按 Enterprise 个案讨论。信托会计包含三方对账、透支预防和合规支付费用路由。
部署方式(云/自托管)正文体现为 Web/SaaS 云端平台，并有 Windows/Mac 桌面 companion、移动端计时；未提供自托管信息。
API与开发者支持提供 REST API、webhooks、OAuth 2.0、OpenAPI、API 文档、Python、JavaScript/TypeScript、Ruby、C# 官方 SDK，Go/PHP 社区库，Zapier 集成，免费层包含 1,000 requests/day。API 支持 matters、contacts、time entries、invoices、documents 等 CRUD；Enterprise 可提高 API rate limit。
支付Credit card payments at 2.5% per transaction; eCheck and ACH at $2 per transaction; no monthly payment processing fee and no per-transaction fee beyond stated fees; no credit card required for free ac
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适用场景Law firm practice managementpassive time capturebilling and invoicingtrust accountinglegal document automationestate planning workflowslitigation deadline managementCRM and client intakecustom legal software integrations.
同类ClioPracticePantherMyCaseSmokeball; 中国市场可关注本土律所管理、案件管理、电子签章和财务系统组合替代。