CounselPro AI · Live
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🏦 Trust Snapshot
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⚡ Quick Actions
☀️ Morning Briefing
Your daily AI-generated practice summary ·
🤖Your personalized morning briefing is generated by AI each morning using your live case data, deadlines, and Florida Bar updates.
📊 Today at a Glance
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UNREAD MESSAGES
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URGENT TASKS
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NEW REFERRALS
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TO TRUST DUE
💡AI Insight: Your billable rate is 18% below Miami family law market average. Consider a rate review this quarter.
🌿Pro Bono: You're 1.5 hours away from your annual 20-hour goal. 2 new matched cases are waiting.
📰 Florida Bar Updates
New advertising rule guidance — AI-generated content
IOLTA interest rate update — Q2 2025
Ethics opinion: Disclosure of AI use in court filings
Pro bono reporting deadline reminder — Annual survey
Lawyer Referral Services
Florida Bar LRS · Local Bar Programs · Rule 4-7.22 Compliant
ℹ️All referral services comply with Florida Bar Rule 4-7.22 governing qualifying providers and lead generators. Unauthorized services are excluded.
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PENDING REFERRALS
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ACCEPTED YTD
$0
REVENUE GENERATED
📬 Referral Inbox
| Client Matter | Practice Area | Source | Received | Status | Action |
|---|---|---|---|---|---|
📬 No referrals yet Register with the Florida Bar LRS to start receiving referrals | |||||
🏛️ Registered Programs
The Florida Bar LRSACTIVE
Miami-Dade Bar LRSACTIVE
Broward County Bar LRSPENDING
Avvo (Rule 4-7.22 Qualified)ACTIVE
Martindale-HubbellNOT CONNECTED
📊 Referral Performance
Family Law4 cases
Personal Injury3 cases
Business / Commercial3 cases
Estate & Probate2 cases
Lead Generation
Rule 4-7.22 compliant directories · Matching services · Qualified providers only
⚠️All providers are vetted as qualifying providers under Florida Bar Rule 4-7.22. Unauthorized lead generators are flagged and excluded.
Directory Listings
Manage your profiles on Martindale-Hubbell, Avvo, FindLaw, Justia, and Google Business. Sync bio, practice areas, and client reviews across all platforms.
AI Case Matching
SmartMatch™ AI analyzes your practice areas, availability, and case history to connect you with pre-screened prospective clients that are the best fit.
Digital Marketing & SEO
Connect with certified legal marketing agencies for Miami, Tampa, Orlando, and Tallahassee markets. Bar-compliant Google Ads and local SEO.
Analytics & ROI
Track which directories and referral sources generate your highest-value cases. Cost per acquisition, lifetime client value, and conversion rates.
AI Case Matching
SmartMatch™ · Pre-screened clients · Based on your practice areas and availability
🤖AI matches are updated daily based on your practice areas (Family Law, Personal Injury, Business), your location (Miami-Dade), and your current caseload.
Family Law Match
93% Match
Parent seeking custody modification in Miami-Dade. Opposing party has attorney. Estimated 15–20 hours. Clean conflict check.
Personal Injury Match
88% Match
Rear-end collision, $60k+ damages, liability clear. Broward County. Insurance company represented. Strong contingency case.
Business Dispute
71% Match
LLC dissolution dispute, $85k at stake. Both parties in Miami-Dade. Complex operating agreement. Possible conflict — review needed.
Directory Listings
Manage your presence across all major legal directories · Rule 4-7 compliant
Martindale-Hubbell
Legal directory — Rule 4-7 compliant
ACTIVE
Avvo
Rule 4-7.22 qualified attorney directory
ACTIVE
FindLaw
Legal directory and attorney finder
INCOMPLETE
Google Business Profile
Manage your Google reviews and local SEO
ACTIVE
AI Legal Assistant
Powered by Claude · Florida Bar Rules · Research · Strategy · Compliance
🤖Responses are for attorney review only. Encrypted and privileged. Not advice to clients. Cites Florida Bar rules and Florida statutes.
🤖
CounselPro AI — Powered by Claude
Ethics · Research · Strategy · Compliance
🤖
Hello, Counselor. I'm your AI assistant, trained on Florida Bar rules and Florida law. Ask me about ethics, legal research, compliance, or case strategy. How can I help you today?
Now
📚 Saved Conversations
🏛️
Ethics: AI in Brief Writing
Rule 4-8.4 · Disclosure obligations…
Mar 25
📜
Research: Malpractice SOL in Florida
FL §95.11(4)(a) · 2 year SOL…
Mar 22
⚖️
Strategy: Rivera v. Harbor Pre-Trial
Expert witness · Daubert standard…
Mar 18
🔬 What AI Can Help With
🏛️
Ethics Guidance
Rules 4-1 through 4-8 · ACAP opinions · Advertising
📖
Legal Research
Florida statutes · Case law · Rules of procedure
✍️
Document Strategy
Brief arguments · Motion strategy · Contract review
📊
Compliance Check
Trust accounting · CLE · Bar compliance audit
AI Document Drafting
Instant first drafts · Florida-specific · Attorney review required · Bar-advertising compliant
✍️ Generate Document
📄 Generated Document
✍️
Fill in the form and click Generate
📁 My Recent Drafts
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AI Client Intake
Automated pre-screening · Conflict check · Case scoring · Rule 4-7.22 compliant
📋 New Intake
🤖AI scores case strength (0–100), flags conflicts, assesses statute of limitations, and recommends next steps.
🎯 AI Analysis
📋
Complete the form to run AI analysis
Ethics Guidance AI
Florida Bar rules · ACAP opinions · Advertising compliance · Rule 4-1 through 4-8
🏛️
Ethics Advisor — Florida Bar Rules
Rules 4-1 through 4-8 · ACAP opinions
🏛️
I'm your Florida Bar ethics advisor. Ask me about the Rules of Professional Conduct, advertising requirements, fee arrangements, conflicts of interest, trust accounting ethics, or any Bar compliance question.
Now
📞 ACAP Resources
🔴 Ethics Hotline
Free informal guidance for Florida Bar members
📞 (850) 561-5600
📋 Recent Ethics Topics
🤖
AI-generated briefs — disclosure
Ethics Opinion 2024-3 · Rule 4-8.4
New
📱
Social media — client testimonials
Rule 4-7.13 · Updated Jan 2025
Jan
💰
Fee splitting with referral services
Rule 4-7.22 & 4-5.4
Feb
Client Accounts
Client portal · Matter management · Document sharing · Communication log
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No clients yet
Add your first client to get started. You can manage matters, documents, and communications from each client profile.
Secure Messaging
End-to-end encrypted · Auto-archived · Rule 4-1.6 compliant · 7-year retention
💬 Threads
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🔒 Security & Compliance
✅All messages encrypted AES-256. Auto-archived 7 years per Florida Bar records rules.
Archive Compliance100%
Messages This Month47 sent
Avg Response Time2.4 hrs
Document Vault
Secure storage · Client sharing · Version control · E-signature ready · DocuSign integration
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Total Documents
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100%
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📁 Recent Documents
| Document | Client | Type | Uploaded | Status | Action |
|---|---|---|---|---|---|
📁 No documents yet Upload your first document or generate one with AI Drafting | |||||
Invoices & Billing
Time-based · Flat fee · Contingency · LawPay integration · Clio sync
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📋 Invoices
| Client | Amount | Due | Status | |
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💰 No invoices yet Create your first invoice to start tracking billing | ||||
📊 Revenue Breakdown
Hourly Billing$52,400 (62%)
Flat Fee$21,800 (26%)
Contingency$9,800 (12%)
💡AI Insight: Your hourly rate is 18% below market average for Miami family law. Consider a rate review.
Trust Accounting
Florida Bar Rule 5-1.1 / 5-1.2 · IOLTA compliance · Three-way reconciliation · Per-client overdraw protection
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🏦 Trust Accounts
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🔄 Three-Way Reconciliation
Bar Rule 5-1.2(c) requires monthly reconciliation. Compares bank statement = ledger = sum of client ledgers.
📒 Client Ledgers
| Client | Matter | Balance | Last Activity | |
|---|---|---|---|---|
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📋 Recent Activity
| Date | Client | Type | In | Out | Description | Ref |
|---|---|---|---|---|---|---|
| No transactions yet | ||||||
Time Tracking
One-click timers · Matter-linked · Clio sync · Daily digest · Billable hour targets
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⏱ Active Timer
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Outsourced Admin Services
The 80/20 rule — outsource everything non-billable · Vetted service providers
💡Based on your 142 billable hours this month, you're spending approximately 38 hours on non-billable admin. Outsourcing could free up $14,440 in potential billable time.
Trust Account Reconciliation
Monthly IOLTA reconciliation, three-way reconciliation reports, and automated Florida Bar compliance alerts by certified legal accountants.
Bookkeeping & Invoicing
Automated invoicing, time tracking, and bookkeeping integrated with Clio Manage and QuickBooks. Florida Bar chart of accounts compliant.
1099 & Tax Filing
Outsource 1099 preparation, contractor filings, and quarterly tax estimates to a certified legal accountant familiar with attorney trust rules.
Virtual Paralegal
On-demand paralegal support for document prep, research, filings, and client communication. Supervised by your firm, billed by the hour.
Virtual Receptionist
Live call answering, appointment scheduling, and client intake by trained legal receptionists. Never miss a new client call again.
Legal Engineering & AI
Connect with legal engineers to integrate AI document drafting, smart workflows, contract analysis, and automation into your practice.
Digital Marketing & SEO
Florida Bar Rule 4-7 compliant · Certified legal marketing agencies · Miami · Tampa · Orlando · Tallahassee
📊 Your Online Presence Score
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Score
Google Ranking—
Profile Completeness—
Review Count (All Platforms)0 reviews
💡AI Insight: Adding 5 more client reviews and completing your FindLaw profile could move you to top 5 in Miami searches.
📣 Marketing Services
Legal Engineering & AI
Integrate AI and smart technology into your legal processes · Legal tech specialists
🔬Legal engineering is a growing niche where attorneys connect with tech experts to integrate AI, automation, and smart workflows into their practice — reducing cost, increasing speed, and improving client outcomes.
AI Document Automation
Automate the creation of standard legal documents using AI. Intake → custom engagement letter in seconds. Saves 2–4 hours per new client.
Smart Client Intake
AI-powered intake forms that pre-screen clients, score cases, and automatically check for conflicts before your first consultation.
Contract Analysis AI
Upload any contract and AI flags risks, unusual clauses, and missing provisions. Supports review of vendor contracts, leases, and agreements.
Workflow Automation
Connect with a legal engineer to automate your most repetitive processes — from client onboarding to billing cycles and compliance reminders.
Co-Counsel & Litigation Support
Verified Florida Bar members · Medical malpractice · Business disputes · Complex trials
👥 Peer Attorney Network
⚕️
Daniel R. Whitmore, Esq. — Medical Malpractice
Board Certified · 18 yrs · Miami, FL · Available
AVAILABLE
💼
Patricia L. Nguyen, Esq. — Business Litigation
12 yrs · Fort Lauderdale, FL · Available
AVAILABLE
🏗️
Michael O. Torres, Esq. — Real Estate
Construction & Real Estate · 9 yrs · Tampa, FL · Busy
BUSY
🌍
Isabelle K. Moreau, Esq. — International Business
15 yrs · Miami · Bilingual FR/EN · Available
AVAILABLE
Ethics & ACAP
Attorney/Consumer Assistance Program · Florida Bar Ethics Hotline · Rules Regulating The Florida Bar
ℹ️Cases are sourced from Florida Pro Bono Matters and matched to your practice areas. Add your practice areas in your profile to see matched cases.
🌿
No cases matched yet
Once you set your practice areas in your profile, matched pro bono cases from Florida Pro Bono Matters will appear here.
Disaster Legal Services
Young Lawyers Division · FEMA Hotlines · Hurricane & Flood Recovery · Wildfire Aid
✅You are registered for the YLD Hurricane Recovery Hotline. Next shift: April 10, 9 AM–1 PM.
🌀 Active Disaster Programs
🌊
Hurricane Recovery Hotline (YLD)
FEMA claims · Insurance disputes · Landlord-tenant
🔥
Wildfire Legal Aid Clinic
Property loss · Contractor fraud · Panhandle counties
🏚️
Mobile Legal Aid Unit
In-person free consultations · Disaster-affected communities
📅 Your Volunteer Schedule
10
Apr
YLD Hurricane Hotline Shift
9 AM–1 PM · Remote
24
Apr
Mobile Aid Unit — Homestead
10 AM–3 PM · In-person
Disaster Aid Hours 20258 hrs
CLE Tracker
Florida Bar continuing legal education · 40 hours per reporting cycle · Ethics requirement
⚠️Ethics CLE credit expires in 14 days. You need 2 more ethics hours to meet the minimum requirement before the deadline.
📚 CLE Progress — 2025 Cycle
0
/ 40 hrs
Reporting period: Jan 1, 2026
General CLE0/32 hrs
Ethics / Professionalism0/5 hrs
Technology (Recommended)0/3 hrs
📅 Upcoming CLE Events
01
Apr
AI in Legal Practice (3.0 hrs)
Florida Bar Foundation · Webinar · Free
08
Apr
Ethics in Family Law (2.0 hrs ethics)
Miami-Dade Bar · In-Person · $45
15
Apr
Trust Accounting Basics (1.5 hrs)
Florida Bar Foundation · Webinar · Free
Compliance Checklist
Florida Bar annual requirements · Trust accounting · CLE · Advertising · Registration
✅ Annual Compliance Items
IOLTA reconciliation — March 2025
✓
Annual Registration Renewal — 2025
✓
Malpractice Insurance Certification
Complete Ethics CLE — 2 more hrs needed
Review 2025 Advertising Rule Updates
UPL Certification Filing
Pro Bono Annual Report — Chapter 6.1
🛡️ Compliance Score
—
Score
Based on 7 requirements
⚠️2 items need attention before April 1 to maintain full compliance.
✅5 of 7 annual requirements are complete. Great work!
Practice Management
Matters · Statute-of-limitations tracking · Court calendar · FL Stat. § 95.11 alerts
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SOL ≤30 days
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SOL 31–90 days
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Events Next 30d
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📁 All Matters
| Matter | Client | Practice Area | Stage | SOL Due | Days Left | |
|---|---|---|---|---|---|---|
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📅 Upcoming Court Events (next 30 days)
| Date | Type | Title | Matter | Location | |
|---|---|---|---|---|---|
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📊 Matter Pipeline
Intake / New2 matters
Discovery4 matters
Mediation / Negotiation3 matters
Trial Prep2 matters
Settlement / Closing3 matters
⚡ Matter Quick Actions
Matter Timeline
Per-matter activity feed · Notes · Deadlines · Time entries · Documents · All in one view
📋
Interrogatories Filed
Set 1 of interrogatories filed with Allstate. 30-day response deadline triggered. Awaiting responses by April 5.
Mar 6, 2025 · Attorney · FILING
⏱
Time Entry — 3.5 hrs
Deposition preparation for Dr. Marcus (expert witness). Reviewed medical records and drafted depo outline.
Mar 10, 2025 · Billable · $1,330 · BILLABLE
💬
Client Communication
30-min call with Carlos. Explained discovery timeline and discussed settlement range ($75k–$110k). Client approved counter offer.
Mar 15, 2025 · Phone Call · 0.5 hrs · COMMUNICATION
📅
Upcoming: Interrogatory Response Deadline
Allstate must respond to Set 1 interrogatories. If no response, motion to compel is warranted.
Apr 5, 2025 · DEADLINE
✍️
AI Draft: Demand Letter (Pending Review)
AI-generated demand letter for $95,000. Awaiting attorney review and signature before sending.
Mar 22, 2025 · AI Generated · REVIEW NEEDED
📋 Matter Summary
42d
DAYS OPEN
12.5h
BILLED HRS
$12k
TOTAL BILLED
4
DOCUMENTS
🤖 AI Matter Insights
💡Based on similar PI cases in Miami-Dade, settlement likelihood is 0% before trial. Average settlement in comparable cases: $88,000.
⚠️Interrogatory response deadline in 10 days. Prepare motion to compel if no response received.
Pro Bono Hour Log
Chapter 6.1 reporting · Annual survey · Florida Bar Foundation · Track every hour with notes
0
Hours Logged (2025)
Log your first hours
$0
Estimated Value
—
0
Clients Served
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May 1
Annual Report Due
Chapter 6.1 survey
🏆 Pro Bono Achievements
🌿
10 Hours
2025 EARNED
⚖️
Veteran Advocate
2025 EARNED
🌀
Disaster Responder
2025 EARNED
🏅
20-Hour Goal
20 HRS AWAY
🌟
FL Bar Star
40 HRS NEEDED
📋 Hour Log
| Date | Client / Matter | Type | Hours | Description | Source |
|---|---|---|---|---|---|
🌿 No hours logged yet Click "+ Log Hours" to record your first pro bono contribution | |||||
🏛️ Pro Bono Leaderboard — Miami-Dade (Opt-In)
| Rank | Attorney | Firm Type | Hours (2025) | Badge |
|---|---|---|---|---|
| #1 | Maria T. Castellanos, Esq. | Solo | 38.5 hrs | 🌟 FL Bar Star |
| #2 | Robert J. Kim, Esq. | Small Firm | 31.0 hrs | 🏅 Champion |
| #3 | Patricia L. Nguyen, Esq. | Solo | 26.5 hrs | ⚖️ Advocate |
| #8 | You | Solo | 18.5 hrs | 🌿 10-Hr Club |
Referral Fee Agreement Generator
Rule 4-5.4 compliant · Automatic fee-split calculations · Instant AI-drafted agreements
⚠️Florida Bar Rule 4-5.4 strictly governs fee splitting. All agreements generated here are templated to comply with Florida's requirements: client consent in writing, total fee reasonable, and proportional to services.
📝 Generate Fee Agreement
Rule 4-5.4 Checklist:
✅ Client must consent in writing
✅ Total fee must be reasonable
✅ Split must be proportional to services or joint responsibility assumed
✅ Both attorneys must be disclosed to client
✅ Client must consent in writing
✅ Total fee must be reasonable
✅ Split must be proportional to services or joint responsibility assumed
✅ Both attorneys must be disclosed to client
📄 Generated Agreement
📝
Fill in the form and click Generate
RULE 4-5.4 COMPLIANT TEMPLATE
ROI & Time Savings
What CounselPro saves you every month · AI insights · Billable hour recovery
🤖These figures are calculated based on your actual usage data — time entries, AI tools used, documents generated, and tasks automated this month.
0h
Admin Hours Saved
Use AI tools to start saving
$0
Recovered Billable Value
—
0
AI Documents Generated
Try AI Drafting
0
Compliance Alerts Caught
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📊 Time Savings Breakdown
AI Document Drafting5.25 hrs saved
Automated Invoicing2.5 hrs saved
AI Client Intake3.0 hrs saved
Compliance Reminders1.5 hrs saved
Secure Messaging (vs email)1.9 hrs saved
💰 Annual Projection
PROJECTED ANNUAL VALUE
$0
Start using AI features to calculate your ROI
Platform Cost (Annual)−$1,788
Net Annual Benefit$62,964
📈CounselPro delivers a 35x ROI on your subscription cost. Every dollar invested returns $35 in recovered billable value.
🤖 AI Usage Summary
| AI Tool | Uses This Month | Avg Time Saved | Total Value | Top Use Case |
|---|---|---|---|---|
🤖 No AI usage yet Start using AI features and your usage stats will appear here | ||||
Firm Dashboard
Managing partner view · Firm-wide compliance · Team performance · All attorneys in one view
ℹ️Firm Dashboard is available on the Small Firm and Enterprise plans. Upgrade to give your managing partner full visibility across all attorney accounts.
1
Attorneys (Firm)
Solo practice
$0
Firm Revenue YTD
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Active Firm Matters
Across all practice areas
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Firm Compliance Score
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👥 Attorney Overview
| Attorney | Bar Status | Matters | Billed YTD | CLE | Trust OK |
|---|---|---|---|---|---|
| S. Delgado (You) | Active | 14 | $84k | 65% | ✓ |
| D. Whitmore | Active | 22 | $128k | 90% | ✓ |
| P. Nguyen | Active | 18 | $96k | 40% | ! |
| M. Torres | Active | 11 | $52k | 80% | ✓ |
| I. Moreau | Trial Mode | 8 | $52k | 100% | ✓ |
⚠️ Firm Compliance Alerts
P. Nguyen — Trust reconciliation overdue
P. Nguyen — CLE only 40% complete
✓
Firm malpractice renewal — All attorneys
✓
Annual Registration — All 6 attorneys
1099 & Tax Filing
Annual compliance · Contractor filings · Quarterly estimates · Certified legal accountants
📋 2025 Tax Checklist
✓
Q4 2024 Estimated Tax Payment
✓
1099-NEC: Paralegal contractors (3 filed)
✓
Q1 2025 Estimated Tax Payment
Q2 2025 Estimated Tax Payment
Annual Trust Interest Report (IOLTA)
Business tax return — Schedule C
👤 Find a Legal CPA
ℹ️CounselPro partners with CPAs who specialize in attorney trust accounting, IOLTA interest reporting, and law firm tax compliance in Florida.
💼
Garcia & Associates CPAs
Specializes in law firm accounting · Miami · IOLTA certified
📊
LegalBooks Florida
Trust accounting + 1099 filing · Remote · All FL counties
🏛️
Stein Tax Group
Attorney-specific tax planning + quarterly estimates
Connected Apps
Two-way sync · Real-time data · Florida Courts · Practice management · Payments · E-signature
✅3 integrations active. Clio synced 14 minutes ago. Florida Courts last checked March 27, 6:00 AM.
Florida Courts E-Filing
Auto-import hearing dates, filing deadlines, and docket updates
CONNECTED
Clio Manage
Sync matters, time entries, invoices, and trust transactions
CONNECTED
Google Calendar
CLE deadlines, hearings, client meetings, trust reminders
CONNECTED
DocuSign
E-sign engagement letters, agreements, and settlements
PENDING
LawPay
Bar-compliant payments. Automatic trust account separation
NOT CONNECTED
Florida Bar Member Portal
Live CLE records, Bar status, compliance deadlines
NOT CONNECTED
QuickBooks
Sync billing, expenses, and trust accounting to QuickBooks
NOT CONNECTED
Outlook / Gmail
Log client emails automatically to matter records
NOT CONNECTED