Core features
The layer between a spreadsheet and full practice-management software you don't need yet.
Client management
Contact records with custom fields, and multiple parties per case with roles — applicant, spouse, dependant and whatever else your practice needs.
Document management
Upload with versioning and tags, expiry tracking on every dated document, malware scanning on every file before it is stored or downloaded, and a full access audit — who viewed what, and when.
Checklists
Templates per case type, auto-instantiated the moment a case opens, and fanning out per party — a "passport" requirement multiplies across every dependant automatically. Waive and not-applicable states for the exceptions that always come up.
Case management
Case types and stages configured per business, with custom fields, deadlines and assignment.
Tasks
Assignee and due date, linked to the case they belong to — or standalone, for the work that isn't tied to one.
Team
Owner, Admin and Member roles, with per-firm control over which cases a Member can see.
Dashboard & reports
My cases, overdue, and awaiting-client — read live off the same data your team works in, never a cached number that drifts.
Calendar
Coming soonMeetings, hearings and deadlines tied to cases, with Google Calendar sync.
What no one else gives you
The things a spreadsheet, a generic CRM, or a plain document-collection tool don't do.
Per-party checklist fan-out
"Passport, for each dependant" — a requirement multiplies automatically across every party on a case, not a flat checklist that assumes one applicant.
Document expiry tracking
Passports, visas and licences flagged before they lapse. Cheap for us, invisible everywhere else.
Full access audit trail
"Who viewed this file, and when" — provable to a client, and a genuine trust asset under India's DPDP Act, not just a feature checkbox.
No-login client uploads
A tokenized link a client opens on any phone — no app, no account, built for how documents actually move in India today.
Verticals as configuration
Case types, stages, checklists and terminology are set up for your practice — not a generic form everyone gets.
WhatsApp-first, with email built in
WhatsApp as a first-class channel for this market, with automatic email as the alternative whenever a client has one on file — not an email-only tool retrofitted for India.