One matter, start to settled.
Follow a matter through FirmsVault. Every step keeps the same operating context — the matter, the client, the money, and the evidence never fracture across tools.
Intake becomes a matter
A lead arrives through customizable intake forms or the directory. Structured answers become a real matter with practice-area requirements, tasks, and deadlines already attached — nothing re-typed, nothing chased over email.
The matter runs in one view
Attorneys and staff see readiness, requirements, documents, review state, and exactly what changed. Documents generate from templates, auto-filled with what intake already knows; retainers go out for signature and their status is visible at a glance.
The client stays in the loop
Clients see a calm version of the same matter in the portal: what is happening, what they need to do next, and where to upload, sign, message, and pay — securely, on their phone.
AI prepares work for review
FirmsVault AI operates against the active matter: it compares evidence to requirements, surfaces unresolved items and deadline risks, keeps sources attached, and hands the result to a human reviewer. Consequential actions always require approval.
Time and expenses become invoices
Work is captured as it happens. Pre-bills route through review and approval, invoices go out with payment links, and collections stay visible — the same matter context end to end.
Money moves with evidence
Payments run from intent to settlement with allocation decided before execution. Trust-classified funds follow dedicated trust workflows with approvals and reconciliation. Every economic event leaves durable evidence.
Leadership sees the whole firm
Revenue, collections, matter velocity, workload, and performance — reported from the same underlying system the work actually runs on, not a spreadsheet reconstruction.
Payment and trust capabilities depend on provider onboarding and the deployed configuration; availability statements on this page describe the platform's workflow design.