BriefCase

BriefCaseadmin

Workspace

DashboardTenant overview
MattersCase list + status
LeadsIntake pipeline
ContactsPeople + companies
SettlementsPI settlement statements

Finance

InvoicesBilling aggregates
Time entriesBillable time
Expense entriesDisbursements + costs
AccountsTrust + operating bank accounts

Integrations

ConnectionsConnected providers
AI providerEnable Claude / AI features
OAuth clientsPartner OAuth registrations

Operations

Cutover consolePer-capability cutover state
Reconciliation queueDrift + discrepancy review
Write coverageAdapter write-path matrix
Bulk migrationsRe-pull provider data after schema changes

Settings

Matter detailsFields shown in the Matter details card
Matter numberingHow matters + leads are numbered
Practice areasCatalog + per-area field layouts
Case foldersFolders auto-created on new matters
Task automationEngine, slots, rules + heads
Billing methodsContingency / Hourly / Flat / Non-billable
Invoice templatesDesigns tenants pick when creating invoices
Firm InformationContact info, addresses, W-9s, brand colors, and invoice brands
Matter fieldsSystem, Clio, and custom field catalog
Contact fieldsSystem and custom field catalog for contacts
Contact details layoutWhich fields appear on a contact, by section and type
Expense categoriesPicker values for expense entry
Contact rolesManage the related-contact role dropdown
UsersTime entry scope per user
DeletedRecover deleted matters, contacts, and more

Audit

Audit logAppend-only audit trail

Phase 1b · Operator console

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