1
Intake
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- Convert to matter
FirmBase for modern law firms
Run matters, billing, documents, deadlines, and client updates from one calm workspace.
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A
Dashboard
Alex Morgan, Managing PartnerMatter overview
View all matters
MatterClientStageOwner
M-1024
Acme Corp Ltd
In Progress
AM
M-1023
John Smith Property
Pleadings
SK
M-1022
Wayne Enterprises
Review
AM
M-1021
Globex Holdings
Negotiation
DL
Upcoming deadlines
View diaryMAY
14
File defence and witness list
Tomorrow
MAY
16
Disclosure due
In 2 days
MAY
20
Case management conference
In 6 days
MAY
28
Expert report exchange
In 14 days
Invoice status
View all invoices$148,750
Draft
$96,320
Sent
$73,180
Paid
$18,450
Overdue
Document drafting
New document
Letter of Engagement
DOCX
Fee Agreement
DOCX
Statement of Claim
DOCX
Notice of Appearance
DOCX
Your legal work. One connected workflow.
2
Matter
- Matter setup
- Assign team
- Track stages
- Centralize notes
3
Diary
- Court and due dates
- Reminders
- Tasks and to-dos
- Team visibility
4
Documents
- Draft from templates
- Collaborate
- Version control
- Secure storage
5
Billing
- Time and disbursements
- Invoices and receipts
- Retainers
- Payments and trust
6
Client Portal
- Share updates
- Exchange documents
- Approve and sign
- 24/7 access
Everything you need to run your firm, end to end.
Matter command center
M-1024 Acme Corp Ltd
Open work
18
Priority
6
- Track financials, stages, and key dates
- Access documents, tasks, and notes in one place
Billing that stays accountable
Invoice, receipts, and retainers
Open work
18
Priority
6
- Accurate time capture and billing
- Invoices, receipts, and payment tracking
Client portal and document sharing
Secure client workspace
Open work
18
Priority
6
- Share documents and updates
- Approve, sign, and communicate
Security, control, and transparency built in.
Role-based permissions
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Activity log
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Firm branding
| Time | User | Action | Target | IP address |
|---|---|---|---|---|
| 10 May, 10:24 AM | Alex Morgan | Uploaded document | M-1024 / Contract Draft | 203.0.113.24 |
| 10 May, 09:18 AM | Sarah Khan | Viewed document | M-1023 / Statement of Claim | 203.0.113.45 |
| 10 May, 08:52 AM | Daniel Lee | Created invoice | INV-2056 | 203.0.113.12 |
| 9 May, 05:33 PM | Priya Patel | Updated matter | M-1021 | 203.0.113.77 |
Document preview token
https://firmbase.app/dabc123xyz
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Professional
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Share a few details and use this v1 demo-request path to record interest. The full signup workflow can be added when trial provisioning is ready.
01
Map your workflow
02
Import core records
03
Invite your team