The attorney workspace

Open a client from Your clients → Open the matter. You see what your client chose to share, and nothing of the other parent’s private space. Every view is written to the audit log.

Overview

The family, how complete the evidence is for each concern your client shared, open checklist items, your next dates, what you’re waiting on from the client, and your client’s recent notes.

Evidence

Only the concerns your client shares. Each shows the legal claim, a research-strength badge, guidance for you, your client’s own description, and a checklist with your client’s account and files. “Research strength” describes how well studied a claim is; it says nothing about the strength of your client’s case. Press Request on any item to ask for it.

Timeline

Messages, money, logged events, vault items your client shared, child check-ins and emergencies, in one list. Each entry says whether it’s from the shared record or from your client’s vault.

Money

The complete shared-expense ledger with its history, and the child support terms and payments.

Requests and dates

Ask your client for something specific (“Your 2029 tax return”) or for a checklist item, and close requests when they’re done. Your client can answer “Added”, “I don’t have it” or “Not yet”. Request lists ask for your client’s own side as well as the other parent’s, so the record is more credible. Add dates (a hearing, a mediation) for both of you to see.

Also see the compliance table and exports.