Implementation status

LegalBook is in early access. This page lists what is built and tested in the product today (In product) and what is not available yet. It mirrors the capability list the rest of this site is built from.

"In product" means built and tested in the product. It is not a claim of production certification: live vendor connections, production-scale load tests, backup and disaster-recovery drills, real-device checks and independent security testing are still pending.

In product

Firm setup and access

• Firm setup by LegalBook with a 33-step onboarding — How LegalBook sets up your firm
• Offices for each location, with office routing and filters — Offices for each location
• Firm and brand logos — Branding and logos
• Two-step sign-in (authenticator app or passkey, recovery codes) and recent sign-in for sensitive actions — Signing in and two-step verification
• Role workspaces built on 29 roles — Users and roles
• Attorney app on phones, installable to the home screen — Installing LegalBook on your phone

Front office

• Reception workspace: calls, callbacks, voicemail, messages — The reception workspace
• Versioned call-routing, recording and caller-ID policies — Phone numbers and call routing
• Prospect intake with English and Spanish questionnaires — Prospects and intake
• Signed website-form intake — Webhooks and website forms
• Conflict checks decided only by an attorney — Conflict checks
• People, households, duplicates, merge and reversal — People, households and duplicates
• Appointments and availability — Appointments and availability

Case operations

• Matters with verified facts, notices, filings and attorney decisions — The matter record
• Deadlines verified by an attorney — Deadlines and docketing
• Documents, requests, scanning, quarantine and signed links — Documents and versions
• Translation requests — Translation and signatures
• Workflow engine with nine immigration packs — Immigration workflow packs
• Playbooks, procedures, training and certifications — Playbooks and procedures
• Work queues, service levels and escalations — Work items and queues
• QA sampling, rework, coaching and complaints — Quality review and rework
• Attorney exception queue — Attorney decisions and the review packet
• Supervisor console — The supervisor console
• Shared workforce platform across firms — Work items and queues

Clients

• Client portal — Using your client portal

Owner and administration

• Owner dashboard, attorney leverage and capacity — Dashboards and reports
• Subscription and usage ledger — Your subscription and usage
• Notifications, digests and escalation chains — Notifications and alerts
• Universal search limited to what each person may see — Finding your way

Security and compliance

• Tenant isolation with an authorization check on every route — How LegalBook protects firm data
• Append-only, hash-chained audit log — The audit log
• Encrypted provider secrets — How LegalBook protects firm data
• Retention, legal holds, exports, deletion requests and audited support access — Retention, legal holds and exports

Integrations

• Signed webhooks and CSV import — How integrations work

Not available yet

These are not offered today. Where the adapter is built, it waits for certification with the vendor or for provider setup.

• Live phone and text service through Twilio, including forwarding and porting
• Shared email mailboxes (Gmail, Microsoft 365, IMAP)
• Google and Microsoft sign-in buttons
• Google and Microsoft calendar sync
• E-signature through an outside service
• Online client payments (Stripe, LawPay)
• Clio Manage sync
• Other practice-management systems (listed as planned in the integration catalog)
• AI suggestions reviewed by a person
• Call transcription
• LegalBook-staffed reception and case-operations teams

See Phone, email, payment and calendar providers for what works meanwhile.