Connected workspaces preview

Firm. Client. MyAttorney.

FirmsVault — one legal operating system connecting the firm workspace, the client experience, and MyAttorney.

FirmsVault firm dashboard showing matters by practice area, upcoming calendar, top matters, and firm performance.
Firm operating dashboard
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Explore the platform
Matter WorkspaceCase operations
TrustGuardTrust controls
FirmsVault PayMoney movement
FirmsVault AILegal assistance
Client PortalClient experience
Private DeploymentOptional model
Product experience

Show the work.
Not just the promise.

Each major workflow gets a dedicated operating surface while shared context keeps the firm moving as one system.

Illustrative product views use sample data, names, balances, metrics, dates, and workflow states. Security and deployment controls shown must match the deployed configuration before they are presented as production facts.

Matter Workspace

The entire matter, in one operational view.

Give attorneys and staff one place to understand readiness, requirements, deadlines, documents, tasks, review state, financial context, team ownership, and exactly what changed.

Structured intake and matter requirements
Deadline, task, document, and approval timelines
Revision history with accountable review
FIRMSVAULT
Smith v. Johnson
Immigration · A. Rivera · Family Petition
In progress
Readiness82%
Requirements29 / 32
Next deadlineIn 3 days
Open reviews3
Matter timeline
IntakeEvidenceAttorney reviewFile
82%
RequirementOwnerDueStatus
Passport copyClientReceivedVerified
Tax transcriptClientDue soonMissing
Attorney reviewA. RiveraQueuedQueued
TrustGuard

Trust decisions before money moves.

Make trust classification, client subledgers, available-to-disburse logic, exception review, approvals, ledger evidence, and reconciliation visible in one controlled workflow.

Client-level trust subledgers and availability state
Deterministic policy decisions with exception review
Reconciliation with durable evidence
TRUSTGUARD
Trust OperationsPolicy active
Trust balance$1.25M
Available to disburse$632K
Pending funds$48K
Reviews7
Policy decisionClient funds · trust requiredPASS
Trust balance
96%
Ledger entryTypeAmountStatus
Retainer — J. SmithDeposit$5,000Posted
Court filingDisbursement-$320Approval
FirmsVault Pay

From payment intent to settlement evidence.

Keep payment initiation, allocation, execution state, refunds, disputes, settlement, and reconciliation connected to the same client and matter context.

Payment intents and allocation before execution
Card and ACH lifecycle visibility
Settlement, refund, dispute, and reconciliation evidence
FIRMSVAULT PAY
Payments OverviewOperational
Captured$245K
Settled$198K
Pending$32K
Disputes2
IntentAuthorizedCapturedSettledReconciled
ClientMethodAmountStatus
John SmithVisa •••• 4242$5,250Settled
Sarah JohnsonACH$1,800Pending
Michael BrownMastercard$780Captured
FirmsVault AI

AI that prepares work for review — with context attached.

Instead of a blank chatbot, FirmsVault AI can operate against the active matter, compare evidence to requirements, surface unresolved items, preserve source visibility, and hand the result to a human reviewer.

Matter-aware analysis rather than isolated prompts
Sources and unresolved items surfaced with the result
Human approval before consequential workflow actions
FIRMSVAULT AI
Prepare this matter for attorney review.
Requirements analyzed32
Satisfied29
Unresolved3
Deadline risks1
!Tax transcript missingRequired evidence has not been uploaded.
↔Name mismatch detectedPassport and intake record require review.
Passport.pdfIdentity evidence · cited in finding 2.
Matter requirements32 structured requirements analyzed.
Review historyPrior attorney decisions retained.
Client Portal

One matter. Two experiences. One source of truth.

Clients should see a calm, simple version of the same matter: what is happening, what is required from them, what comes next, and where to securely communicate, upload, sign, and pay.

Mobile-first intake and secure document capture
Clear next actions, deadlines, and matter status
Messages, signatures, invoices, and payments in context
FIRMSVAULT CLIENT
JS
Good afternoon, John

Your case is moving forward.

Here is what needs your attention next.

Case progress72%
NEXT ACTIONUpload tax transcriptNeeded before attorney review · due soon
UPCOMINGAttorney reviewQueued · No action required
MESSAGES1 new messageFrom A. Rivera
PAYMENTS$0 dueAll invoices current
Billing + Analytics

See the work, the money, and the firm in one operating picture.

Connect time, expenses, pre-bills, invoices, collections, matter profitability, workload, and firm-level performance so leadership can make decisions from the same underlying system.

Time and expenses through pre-bill and invoice
Collections and accounts receivable visibility
Matter velocity, workload, and performance analytics
REPORTS & ANALYTICS
Firm PerformanceThis quarter
Total revenue$1.58M
Collection rate92.4%
Active matters156
Avg. cycle47 days
Revenue and collections
92%
MatterRevenueCycleHealth
Smith v. Johnson$45,25041dStrong
Corporate merger$32,75058dWatch
Why FirmsVault

Replace a fragmented stack with
one operating context.

The advantage is not simply having more features in one subscription. It is keeping matter, client, financial, security, and AI context connected so workflows do not fracture across systems.

Traditional firm stack
Practice managementAccountingPaymentsClient portalDocument storageAI assistantSpreadsheetsSecurity tools
Disconnected context
→
FirmsVault
Shared operating contextMatterClientFinancialSecurityAIAudit
One accountable system
Security as an operating surface

Security should be visible,
manageable, and accountable.

Instead of relying on abstract security language, FirmsVault should expose the controls administrators actually need to manage: identity, roles, sessions, audit history, alerts, and deployment posture.

Least privilegeRoles and permissions are designed around the minimum access required for each job.
Firm isolationFirm-scoped context is designed to be enforced as a core application and data boundary; production enforcement must be verified before this claim is strengthened.
AuditabilityHigh-value changes and workflow decisions should leave durable evidence.
Step-up controlSensitive actions can require stronger verification and approval.
SECURITY CENTER
Security OverviewIllustrative
MFA policyExample
Session policy30 min
Password policyStrong
WChrome on WindowsCurrent sessionCurrent
MSafari on iPhoneRecent sign-inReview
LNew device sign-inSecurity eventAlert
Deployment & migration

One product.
Different isolation needs.

Firms can adopt the same FirmsVault operating model while choosing the deployment posture that fits their security, identity, operational, and data-boundary requirements.

S

Shared SaaS

Managed FirmsVault with tenant-aware application and data controls.

  • Managed platform updates
  • Firm-scoped access boundaries
  • Standard deployment profile
P

Private

For firms requiring a more isolated operating environment and enterprise identity options.

  • Dedicated deployment options
  • Enterprise identity and access options
  • Customer-specific configuration
Private environment
ApplicationComputeDatabaseCacheStorageEncryption keysSecretsMonitoring
Illustrative dedicated-isolation model · availability depends on production configuration and agreement
Controlled migration

Switching systems should feel engineered, not improvised.

Make migration part of the buying experience with explicit validation gates instead of a black-box data import.

01DiscoverInventory systems, data, workflows, and dependencies.
02MapDefine client, matter, document, billing, and trust mappings.
03RehearseRun dry migrations and reconcile results.
04Cut overMove through a controlled launch window.
05VerifyConfirm completeness with evidence and sign-off.
Practice areas

One system.
Shaped to your practice.

The same connected matter, client, and money context — with an operating experience shaped to how your practice actually runs. Explore a few, then see how the whole library and integration layer fit together.

IMM

Immigration

Forms-first, from petition to naturalization — real USCIS filings with edition tracking.

  • Case workspace
  • USCIS forms library
  • Evidence & review
PI

Personal injury

Case to settlement, with trust-aware disbursement and reconciliation for every dollar.

  • Pipeline board
  • Medical evidence
  • Disbursement
FAM

Family law

Sensitive matters in order — timelines, financial disclosures, and secure client collaboration.

  • Matter timeline
  • Disclosures
  • Client portal
All practice areas → Legal library → Integrations →
Start Free Trial

Start running your firm on
FirmsVault today.

Create your firm workspace in minutes. No sales call, no demo queue, no card required to get started.

14-day free trial3 included seatsReal firm, ready instantly
Firm owner signup

Set up your firm and start using FirmsVault today.

Enter your name, work email, and firm name — your workspace is provisioned immediately, ready for your team.

14d Free trial3 Seats included0 Card required
Start Free Trial →No confidential client information is needed to sign up.