Every feature, step by step.

1. Sign in with your account and complete any required multi-factor authentication.
2. Open Clients to find or create the client. Use Contacts for the people and organisations involved.
3. Create or open a matter for that client. Check its responsible lawyer, type, stage and access.
4. Use the matter tabs to record work. Return to Today for dates, tasks and items needing attention.

Your administrator manages access and production readiness. A Test data only banner means readiness checks are incomplete.

1. Open Today to see Needs attention and today’s schedule together.
2. Open a Matter to work on an item, or record a criminal court appearance with its scheduled context.
3. Coming up shows the upcoming agenda. Waiting includes open waiting tasks, including future and undated follow-ups.
4. Snoozed shows your suppressed reminders. Future waiting follow-ups enter Needs Doing when their due point arrives.

Today reflects canonical matter records. Correct a date in its matter rather than recording a second copy.

1. Open Clients and search for an existing client before creating another.
2. Open a client to review its contact details and associated matters.
3. Use the client edit action to update permitted details and save.
4. Create a matter for the client, or open an existing matter to record case-specific work.

Client identity and contact information belong in the client/contact record. Put case-specific references and events in the matter.

1. Open Contacts and search for the person or organisation before adding a new record.
2. Choose the add action, select the contact type and enter the available name and contact details.
3. Save the record. Use its edit action for later changes and aliases for alternative names.
4. To use the contact on a case, open that matter, select People & organisations and add the contact with the appropriate role.

A contact is not automatically a client. A person can be involved in several matters, each with a different role. If you cannot find a record, it may be outside your access.

1. Open Client import from the Clients area and choose Paste Text or CSV.
2. Supply the source text or supported file and preview the parsed rows.
3. Correct names and other values. Review duplicate matches and explicitly choose the appropriate action; leave uncertain duplicates skipped.
4. Apply the reviewed selection and check the import history and resulting client records.

An import preview is not a saved client list. Optional AI assistance still requires review. Do not assume a match means two people are the same.

1. Open a Criminal Matter to see Overview: client details, case identifiers, charges, next court, current work and key people.
2. Choose Court & Notes for dated court appearances, calls, meetings and notes. Use + Add for quick entry; a backdated save selects its actual chronological page.
3. Use Disclosure, Submissions, Letters, Instructions, Legal Aid and Bail to read documents in their existing folders. All documents includes custom folders, Court, unfiled and removed files.
4. New Criminal Matters get six standard folders. For an older matter, use the menu’s Set up standard sections to preview and create only missing folders. Existing files never move automatically.
5. Search matter finds records, identifiers and current extracted document text. The overflow menu contains full task lists, drafts and advanced tools. Standard matters retain their existing Workspace.

On mobile, use Sections to choose an area, select an item, then use Back to return to its list. Help stays next to your signed-in name.

1. Open Matters. The type buttons along the top show how many matters each type has; choose one, such as Criminal, to see only that type.
2. Use Status, Stage and Responsible to narrow the list further. Choose Me to see the matters you are responsible for.
3. Sort by Next date to bring the soonest court dates and deadlines to the top.
4. Search by title, matter number, client, court reference, PRN, CRI or charge CRN. Clear filters returns to the full list.

Filters stay in the page address, so you can bookmark a filtered list such as your open criminal matters. You only see matters you can access.

1. Open the matter and choose Manage people from Overview, or use its advanced people view.
2. Add an existing contact, or create a contact when no suitable record exists.
3. Choose the role and record any matter-specific relationship details.
4. Save and check the people list. Edit the underlying contact when their general contact information changes.

The same contact can have different roles on different matters. Review client and opposing-party relationships carefully.

1. Open a matter whose type uses the Criminal workflow. It opens on Overview, with the file sections listed down the left (Sections on a phone).
2. Use Edit case details to record PRN, CRI, Legal Aid, custody and bail facts, and ethnicity or iwi/hapu if relevant.
3. Use Add charges to enter one or more charges. Review CRNs, names, offence dates and duplicate warnings before saving.
4. Open a section to work in it: Court & Notes for appearances and file notes, Disclosure, Bail, Instructions and Legal Aid for their registers and documents, and Submissions and Letters for drafts.

Unknown information can stay blank. Removing a charge keeps its historical appearance links. Case shows every criminal register in one view. Only an administrator can enable a workflow on a matter type.

1. Choose Record appearance from a criminal case or from a scheduled hearing in Today or Dates.
2. Check the appearance date, type and related charges. Record the outcome and expand advanced details when needed.
3. If another hearing is set, enter its date and known time. Leave the time empty when it is unknown.
4. Save once and check both the appearance and linked next event. When editing an existing next event, choose Update linked event explicitly.

A scheduled date and what actually happened are separate facts. Shared historical dates need a reviewed correction with a reason; removing an appearance does not silently erase its hearing.

1. Open the Bail section and choose Add bail application. Record the type, proposed address and occupants, the bail support report, police grounds under the Bail Act 2000, reverse-onus provisions, counts and the outcome. Bail status follows the latest application.
2. Open Disclosure and choose Add disclosure request. Record the DOCLOC reference, officer in charge and each item with its status. Outstanding items appear in Today after the follow-up period.
3. Open Instructions to add a resolution offer with proposed charge changes and a response deadline, which goes into Dates and Today, and the client decision.
4. Add client instructions with the date, type, summary and the signed document, linked to the charges or offer concerned. Use Edit or the ⋯ menu on a record to change or remove it.

Defendant identifiers on Overview keep differing PRNs from different documents side by side. Removed records stay in the audit log.

1. Open the Legal Aid section of a criminal matter. Use Edit Legal Aid details for the grant number, status and assigned date.
2. Choose Add grant amendment to record the date, what changed and the amendment reference.
3. Choose Add lead provider change when the grant moves to another provider, choosing the previous provider from Contacts.
4. Choose Add Legal Aid invoice for each interim or final invoice, with its amount and status.

Amounts are entered in dollars and cents. Legal Aid records appear in Case History and in matter exports.

1. Open a matter's Dates tab and add or edit the relevant event.
2. Enter its title, type and date. Select all-day when appropriate, otherwise verify the time and timezone.
3. Review location, end time, reminders and critical status before saving.
4. For a date referenced by appearances, use the reviewed correction route and give a reason. Review calendar history if the date has an external link.

Local edits do not update or cancel external calendar events. The account owner must check the remote event; a manual check expires after another local edit. Removed dates remain accessible through date history.

1. Open the matter's Tasks tab and add a task.
2. Enter the action, description and any known due date. Set available priority and assignment fields.
3. Save, then use the task list or Today to return to outstanding work.
4. Update the status as the work progresses and mark it complete when finished.

A task is an action to do; a court date is a scheduled event. Use the appropriate record so the right views show it.

1. In a Criminal Matter, open Court & Notes for the dated running file. All notes also includes undated or other note types; their creation date is not treated as an event date.
2. Open Notes in the matter, or use the File note shortcut where available.
3. Choose the appropriate note type and enter a clear title and body.
4. Record when the work occurred when that is known, then save.
5. Find the note in Notes and review eligible dated notes in Case History.

Case History includes eligible notes with an occurrence date. Internal notes and undated notes are not automatically treated as historical events.

1. Use a Phone call or Meeting shortcut, or open Communications on the matter.
2. Check the channel, direction and occurrence time, and record the subject and discussion.
3. Review participants and their roles; presets are starting points that you can change.
4. Save and update handled status when appropriate. Open Case History to review the dated communication.

Recording a communication does not send an email or message. Connected email is filed only after review.

1. Use the matter's Time tab to record work manually.
2. For optional suggestions, open Time to capture from Today and enable capture for your own account.
3. Review pending sessions, select the work to keep and adjust descriptions, durations and rounding.
4. Check whether the work was already recorded, choose billable deliberately and approve the selected entries.

Capture is off by default. It observes app activity rather than other programs, typed text or screenshots. Suggestions are not automatically billable time.

1. Open the matter’s Documents area. Browse folders and select a document to open the viewer.
2. PDF, PNG, JPEG and plain text use the existing secure inline preview. PDF controls depend on your browser; Download remains available.
3. Search document titles, types, filenames and current extracted text. Where page boundaries are known, results show the matching page.
4. Use Details for metadata and version history; use the selected document More menu for versions, extracted text or removal. Office formats show available extracted text plus Download.
5. Search, folder, date, direction and list page stay with the selected document when you visit Details or Smart Capture. On a phone, use Back to documents. Manage folders and removed documents contains folder creation and Restore.
6. Administrators can configure optional local Tesseract OCR with Poppler for scanned PDFs in private server configuration, then test capability from System health.
7. In a Criminal Matter, start an upload from the appropriate document section to default its folder. Find in document searches stored extracted/OCR text and shows a page only when page metadata exists.

OCR is optional and may be inaccurate. Check important details against the original. Original files are unchanged; OCR failure never invalidates an upload. Google Drive remains a separate source within the same page; its file contents are not searched.

1. Open a document and check that usable extracted text is available.
2. Open Smart Capture. Where AI is enabled, review the material and consent before generating suggestions.
3. Edit proposed values and destinations. Review duplicates and confirm any replacement of existing values explicitly.
4. Accept only the reviewed suggestions you want, or reject them. Check the resulting records and their source links.

Suggestions can be wrong or incomplete. Charges, appearances and identifiers require the appropriate workflow, and nothing is saved merely by generating suggestions.

1. Open Case Activity in Workspace for a bounded view of actual case events.
2. Filter court events, communications, notes, dated documents or confirmed curated entries.
3. Choose View complete Case History and use Previous/Next to browse older entries.
4. Follow a source link to its canonical record. Backdated saves are highlighted in their chronological location; task completions stay in Catch Up and Timeline.

Unknown times stay unknown, and undated documents do not inherit their upload date. The view shows up to 500 entries per filter; portable exports retain the full records.

1. Open the matter's AI or catch-up action when it is available.
2. Review the source selection and consent information before submitting material to the configured provider.
3. Ask a focused question about the matter and read the returned answer alongside its citations.
4. Open the cited sources and verify the facts before relying on an answer or using it in a draft.

Availability depends on administrator configuration. AI can miss facts or draw incorrect conclusions; source records remain authoritative.

1. Open the matter's Timeline or activity view.
2. Review recent entries and their occurrence times.
3. Follow available links to inspect the affected record.
4. Use the record's own edit or correction route if a change is needed.

Activity history records work in the app. Case History describes dated case events; the two views serve different purposes.

1. Open Drafts on a matter and choose the appropriate creation action.
2. Select an available template and supply missing values, or review AI sources and consent when using AI drafting.
3. Edit the draft and verify names, facts, sources and wording.
4. Complete the required review before exporting DOCX. Send the reviewed document through your normal approved channel.
5. Start a draft from Letters or Submissions to default its export destination. Review that destination before export. Later versions of an existing exported document keep its current location.

Generated text starts as a draft. Templates are supplied by the firm; the app does not provide guaranteed legal clauses or automatically send correspondence.

1. Open the appropriate client update or request action within the matter.
2. Choose the request kind and write clear instructions; review any generated update against its sources.
3. Review expiry and sharing details before creating a link. Share it only with the intended recipient through your approved channel.
4. Review responses or uploads in the matter, and close or revoke a request when it is no longer needed.

Creating a request does not automatically distribute its link. A request link grants access to that request, so treat it as confidential.

1. Open Intake if your role permits access.
2. Review the submitted information and supporting files.
3. Check potential conflict matches and record the review outcome; investigate uncertain matches.
4. Accept and convert only after the required review, then check the resulting client and matter.

A potential match is a prompt for human review, not a legal conflict determination. Submissions do not automatically become accepted clients.

1. Open Connections, then Accounts. Connect an available provider when your administrator has configured it.
2. Sync the Inbox or Calendar and open an item for review.
3. Choose the correct matter and explicitly file the item. Review attachments separately before importing selected files.
4. Use local reply drafts for text you will review and send through your mail client. Review remote calendar changes before applying them locally.

Accounts belong to their connecting user. Sync does not automatically file records or send mail. Local date changes do not automatically update remote events.

1. Open the matter and select Apply recipe.
2. Choose an available recipe and check the anchor date.
3. Preview every resolved step and select only the steps you want.
4. Apply and inspect the resulting records. Criminal matters can use the standard criminal folder recipe.

A recipe runs once per matter; repeating it does not duplicate its records. Date offsets are simple calendar offsets, not court-rule or business-day calculations.

1. Open Settings and select App Settings, Custom Fields or Legal Setup as appropriate.
2. Use Custom Fields to add, edit, reorder, archive or re-enable extra Client and Matter details.
3. Choose whether each custom field is required and whether it appears while creating a record or on its details page.
4. Assign the Criminal workflow to the relevant matter type when that workflow is wanted.
5. Save and open a relevant record to check the result. Configure recipes separately for reusable matter setup.

Disabling a criminal workflow preserves existing criminal records for historical review and correction, but prevents creating new ones for that type.

Administrator actions

1. Open Settings → Integrations and choose the supported service.
2. Read its setup requirements and configure the provider using the app's displayed callback or connection details.
3. Save and enable the integration only when its configuration is ready.
4. Test the intended workflow with synthetic data. Users connect their own mail/calendar accounts; Google Drive document actions are separate.

Features depend on provider configuration and availability. Do not assume an enabled integration has been tested successfully. Keep secrets in protected settings, not notes or help searches.

Administrator actions

1. Open your profile from the account link.
2. Use Account security to enrol or manage MFA and keep recovery codes in a secure place.
3. Review active sessions and revoke sessions that should no longer have access. Change your password through the supplied form.
4. Set personal display and timezone preferences, then verify a timed record displays as expected.
5. Under Appearance, choose Compact or Vertical Sidebar in Navigation Layout and save. This affects only your account. Compact is the default; you can switch back at any time. On smaller screens, open the sidebar with the Menu button.

The optional remembered-device choice lasts up to 30 days and does not replace the password requirement. Use it only on a trusted device.

1. Open Settings → Users and create or edit the user's account.
2. Choose the appropriate role and active status.
3. Review matter-specific view and edit permissions rather than relying on the role alone.
4. Check the user's security enrolment and remove access promptly when their responsibilities change.

An administrator role grants broad privileges. Account roles and matter assignments should be reviewed together.

Administrator actions

1. Open an available export action for the matter, client or permitted export scope.
2. Review the selected scope and whether original document files are included.
3. Create and download the export.
4. Store it securely and check its contents before sharing it outside the workspace.

Portable exports are not a substitute for a full application backup. They exclude credentials and some private operational data.

1. Open Settings → Readiness & health and review outstanding checks before using confidential records.
2. On a self-hosted installation, review backup configuration, schedules and recent results.
3. Test recovery in an isolated environment and preserve the application key with the protected backup process.
4. Before an update, review release notes, take a backup and follow the approved update and rollback procedure. Review logs and health afterward.
5. Open System health → Local OCR capability and test to check optional trusted local OCR binaries and English language data.

A backup is useful only if it can be restored. Health checks and synthetic rehearsals do not prove every live provider or browser workflow works in your environment.

Administrator actions

1. Open Settings, App Settings, then the Data reset tab. Only administrators see it.
2. Choose Load demo data on an empty workspace to add fictional clients, matters, criminal cases, dates, tasks, notes and documents.
3. To start again, enter your current password, type CLEAR ALL DATA and choose Clear all data. A database backup named pre-wipe is taken first.
4. Users, settings, matter types, templates and the audit history are kept. Load demo data again or begin entering real work.

Clearing cannot be undone except by restoring the pre-wipe backup from Backups. Every demo record and document is fictional.

Administrator actions