Practice management you can prove.
Matters, documents, signatures, trust, and billing for small law firms — one system, one record. Built inside a working firm to replace the five tools it ran on.
Compliance isn’t a checkbox here.
It’s the architecture.
The record
Every action on the record
Every matter carries an append-only history, written in the same transaction as the change itself. Documents are versioned, never overwritten. Ask your current system for its history — then watch it change the subject.
How it's built→The money
Trust accounting that refuses
A client's trust balance cannot go negative — the ledger refuses the entry. Corrections are reversing entries, never edits. Three-way reconciliation is built in. It's the trust account you can put in front of a bar auditor.
Trust accounting→The AI
AI you can put in front of a judge
Drafts are grounded in the matter's own record — not the model's memory. Citations are checked in code, ungrounded passages are badged, and nothing lands in a document until a lawyer approves it by name.
Documents & drafting→
One system, in place of five.
Briefcase was built inside a working firm — 29 people, paying about $11,000 a month across five separate tools for what’s on the right. Not integrated. Replaced, one record instead of five, with the seams gone: a generated document arrives with its signature boxes already placed, a signed instrument files itself as the next version, and the bill knows which day the work was done.
Coming from another system? We migrate you — and prove what moved.
- Practice managementMatters, contacts, calendar, conflicts
- Document automationGeneration-first templates
- E-signatureUnlimited — no envelope counts
- Document managementVersioned, scanned, searchable
- Case workflowsStatuses, gates, checklists
Where the AI shows up — and where it stops
Time your calendar suggests
Drafts that cite the file
Intake that arrives sorted
And where it stops: every AI passage is drafted, cited, and held for a lawyer’s approval. Nothing is filed, sent, or billed by a model — and everything the AI touched is logged as the AI’s, in the same permanent record as everything else.
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