Moving your practice in — by hand, with you

What onboarding does by hand

In order. Each step links to the page that shows how it works and what it refuses.

1. 1

   A working session, with you

   Onboarding ($350, once) is a person configuring the workspace with your firm — your branding, letterhead, support line and reviewing-attorney workflow — and opening your first client matter with you in a 30-minute working session. Nothing is uploaded on your behalf without you on the call.

   Open — A working session, with you

2. 2

   Your conflict registers, before the first matter

   Declined parties, prior affiliations and your joint-representation policy are entered under Firm settings → Conflicts, by your staff or with us in the session; every door screens against them from then on. There is no bulk upload of a register: each line is entered and read back.

   How it works — Your conflict registers, before the first matter

3. 3

   Your records policy

   How many years after a matter closes its records are kept (1 to 25, or none), and the disclosure switch for new shares — set once in Firm settings → Records.

   How it works — Your records policy

4. 4

   Your clause text

   Your own clause variants for the estate-plan lane are proposed in the firm playbook and approved by one of your attorneys, version by version. We can enter them with you; the approval is yours alone.

   How it works — Your clause text

5. 5

   Your open matters, one at a time

   Each client is added from the console; the conflict screen runs first, then the matter lands in your workstation with the client's portal invitation ready. Add the matters you are actively working; closed files stay where they are.

   How it works — Your open matters, one at a time

6. 6

   A trust's assets and ledger, from your spreadsheet

   The matter's CSV import matches your columns by name, shows a preview, and saves nothing until you confirm. It is the one import on the platform, and it is per matter.

   How it works — A trust's assets and ledger, from your spreadsheet

7. 7

   Source documents, to the matter

   Uploaded to the matter by your staff: a revised file adds a version and never replaces the earlier one, and every upload passes the structural check before it is read. A scanned page with no text layer is stored but not read.

   How it works — Source documents, to the matter

8. 8

   Your calendar

   Subscribe Outlook, Apple or Google to the deadline feed (ICS) — confirmed dates only, revocable. The OAuth push into the firm's own calendar waits for the firm's credentials.

   How it works — Your calendar

What your firm does itself

No session needed — the console does these with your administrator.

• Your team and their second factor

  Invite attorneys and paralegals from Firm settings; each enrolls an authenticator app at first sign-in. Ending a member's access is one control, recorded.

  How it works — Your team and their second factor

• Read keys and signed webhooks

  A firm admin mints read keys scoped to exactly what each may see and registers signed webhooks — so your own systems read where matters stand without moving the record.

  How it works — Read keys and signed webhooks

• Taking your records out, any time

  A matter's export (one JSON file) and its file hand-over bundle are not behind a paid plan; the roster and the billing activity export as CSV; the read API lists the firm's matters by id, state and date.

  How it works — Taking your records out, any time

How the move is validated

The console's own readiness checks — the same ones the buyer's page lists under Getting started — are the validation summary: each shows what is done and what completes it.

• The responsible attorney confirms responsibilityReadiness check

  Approvals and deliveries need an attorney-level role, the firm's current terms and that confirmation, given once in the console.

• Your identityReadiness check

  A display name, and a logo or accent colour — the portal and every invitation carry them.

• Your client support lineReadiness check

  A support email or phone, shown on the client portal and in reminders.

• Your teamReadiness check

  Invite attorneys and paralegals — as many as you have.

• How you payReadiness check

  A membership by card in the console, or pay as you go on each matter.

• Your practice lanesReadiness check

  Trust administration, estate-plan drafting and probate: a membership covers each matter from its allowance; without one, each matter is bought on its own.

• Your first client matterReadiness check

  Add a client: the matter lands in your workstation with the client's portal invitation ready. We open it with you in a 30-minute working session.

• Your client signs inReadiness check

  The client opens the invitation; the console's readiness check shows who has not yet.

Limits

What a firm should know before planning a move.

• Clients and matters are added one at a time; there is no bulk import of matters, clients or documents.
• No practice-management or document-management system is read: Clio, where connected, is linked to and exported to, never imported from.
• An existing firm account on the national EstateDraft.ai product is not merged or moved into this platform by any automatic step; a consented move is a separate program with its own written manifest.
• A scanned page with no text layer is not read — no text recognition runs, and nothing on such a page can be cited.
• Signing is recorded for wet ink only; an electronic envelope never completes a signing record.
• The firm console and the documents are in English.

State coverage — Florida is the only state offered, by capability family.