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Paralegals & legal assistants

Run the file while the lawyer is in court.

Paralegals are the operational backbone of small firms. LawNest gives you the pipeline, matter checklists, document tracking, and client portal tools to move files forward — without chasing the attorney for every update.

  • Qualify leads and move them through the pipeline before the lawyer picks up the phone
  • Document checklists on every matter — mark required files as clients upload them
  • Send engagement intake by email and copy answers straight to the client record
  • Log time and expenses on matters so billing is ready when the partner asks
  • Invite clients to the portal for uploads and messages — no shared inbox chaos
  • Workflow rules fire on status changes so follow-ups happen even on busy weeks
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Practice management for solo lawyers and small firms — intake, matters, billing, and client portal in one matter-first workspace.

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