Client Pulse, Collections Assist, Trust Ledger, and Deadline Chains. Four features that catch what slips through the cracks — silent clients, unpaid invoices, unreconciled trust accounts, and downstream deadlines. Nothing happens without your approval.
Trust Ledger: automated three-way IOLTA reconciliation — bank statement, ledger, and client balances compared side by side
Discrepancies located and named the moment you enter your statement balance
Attested reconciliation records stored permanently and exportable — your audit trail if the bar ever asks
Client Pulse: flags matters that have gone quiet before a client relationship slips
Watches every open matter daily — invoices and marketing emails don't count as contact
Max drafts a plain-English status update from the case file and holds it for your review — nothing sends without approval
Collections Assist: AI-drafted follow-up sequences for aging invoices — graduated reminders from friendly nudge to firm check-in
Payment link built into every reminder; clients with trust funds automatically excluded
You approve every reminder before it sends — never threatening, always in your voice
Deadline Chains: one trigger event computes the full chain of downstream procedural deadlines
Every computed date displays its rule citation and counting method — court-day counting, holiday rolling, service extensions handled
No date enters your calendar until you review and confirm it