Legal Professionals & Partners

Tools for attorneys, firms, nonprofits, intake teams, and legal-service partners.

Professional Workspace

Access client intakes, review organized documents, and leverage AI-assisted preparation tools for your practice.

Client Intake

Review and manage organized client intake requests with key details highlighted.

Document Organization

Access client-uploaded documents with AI-generated summaries and key points.

AI-Assisted Preparation

Review AI chat summaries and prepared questions to streamline client consultations.

CRM / HubSpot Integration

Coming soon: Connect with your existing CRM for seamless workflow integration.

Request Professional Access
Submit your information to get access to the professional portal.

Have questions about professional access?