Features
Every capability LegalBook claims, by area. Green means it is built and tested in the product today. Dashed amber means it is not available yet, and it is never described anywhere on this site as something you can use.
- In product
- 34
- Not available yet
- 11
§ 1By area
Feature pages.
One page per area of the product, with what it does, its limits, and the status of each capability it covers.
Every call answered by your rules
Front office and telephony
A reception workspace where calls, callbacks, voicemail and text messages arrive with the caller’s context and your firm’s identity, routed by policies your firm publishes and can simulate first.
2 in product · 2 not yet
Prospects captured the same way every time
Intake and conflicts
A prospect pipeline, intake questionnaires in English and Spanish, signed intake from your website, conflict searches and an attorney review gate. Staff collect the facts; only an attorney decides.
4 in product
One record from intake to closeout
Matters and deadlines
The matter record with participants, verified facts, a notice queue, filings and attorney decisions, and deadlines that an attorney verifies before they count.
3 in product · 1 not yet
Requested, received, checked and kept
Documents and evidence
Documents with immutable versions, requests to clients with reminders, a scanning pipeline with quarantine, and signed, time-bound links for every view, download and print.
2 in product · 1 not yet
Standard work, attorney gates where they belong
Workflows and playbooks
A workflow engine with versioned definitions, attorney gates, QA, client tasks and deadlines, nine immigration workflow packs, and playbooks delivered inside the work.
2 in product
Fewer status calls, clearer next steps
Client portal
Clients see their tasks, uploads, messages, appointments and milestones in plain language, in English or Spanish. They never see internal notes, QA data, AI drafts or privileged material.
1 in product · 1 not yet
Only what needs a lawyer, on your phone
The attorney app
An exception-first workspace that shows attorneys the reviews, decisions, conflicts, intakes, deadlines and escalations that need a lawyer. It works in a phone’s browser and can be added to the home screen.
3 in product
Shared work that stays reliable
Work queues, QA and supervision
Every task is a work item with a queue, a service-level clock, allowed actions and an escalation path. QA samples the work, rework goes back with findings, and supervisors see the live board.
4 in product
Run the business without living in the queues
Owner dashboard and reporting
The firm owner sees calls, speed to answer, open work by service level, workload, QA trends, attorney leverage and capacity, with scheduled reports and audited exports.
2 in product
Your system of record stays
Integrations
LegalBook links to the systems you already use instead of replacing them. Signed webhooks and CSV import are available today; live vendor connections such as Clio Manage are in early access until they are certified.
1 in product · 7 not yet
Suggestions a person decides
AI assistance
AI suggestions are not available yet: the AI provider is not configured. This page describes what they will do and the limits that are already built around them.
Not available yet
Walls between firms, records of everything
Security
Tenant walls between firms, two-step sign-in, an append-only audit log, signed time-bound links, encrypted secrets, and retention, legal holds and exports. Described by what the product does.
5 in product
§ 2Every capability
The full list, with a status on every line.
Live means built and tested in the product today. Live phone, payment, e-signature and practice-management connections are in early access until they are certified with each vendor.
Firm setup and sign-in5 in product · 1 not yet
- In product
LegalBook creates each firm and walks it through a 33-step onboarding checklist, from profile, offices and hours to routing, intake forms, users and sign-offs.
- In product
Each location is an office. Matters and work queues can be assigned to an office and filtered by it, and routing prefers the matter’s office before a firm-wide queue.
- In product
Firm and brand logos are kept in the firm’s own private storage, with preview and removal.
- In product
One LegalBook sign-in with two-step verification (an authenticator app or a passkey, plus recovery codes), and a fresh sign-in before sensitive actions.
- In product
Reception, case operations, attorney, firm owner, supervisor and client workspaces over the same records, built on 29 roles.
Front office2 in product · 2 not yet
- In product
A queue, an active-call screen with the caller’s context and the firm’s identity, callbacks, voicemail and text messages in one place.
- In product
Routing, recording and caller-ID policies are versioned and can be simulated before they are published.
Intake and conflicts4 in product · 0 not yet
- In product
A prospect pipeline and intake questionnaires in English and Spanish, with answers that route an intake to an attorney.
- In product
A form on the firm’s own website can create a prospect, signed so that nobody else can post to it.
- In product
Staff run conflict searches; only the firm’s attorney decides a conflict.
- In product
People and organizations, relationships and households, duplicate detection, and merges that can be reversed.
Matters, documents and deadlines5 in product · 2 not yet
- In product
Matters with participants, facts verified by a person, a notice queue, filings and recorded attorney decisions.
- In product
Deadlines verified by an attorney
Deadlines come from rules or from a notice, and an attorney verifies each one before it counts.
- In product
Appointment types, availability and booking, including from a call.
- In product
Documents with immutable versions, requests to clients, malware scanning and quarantine, and signed, time-bound links.
- In product
Translation requests that become work items for a qualified translator.
Case operations and quality6 in product · 1 not yet
- In product
Workflow engine and immigration packs
Versioned workflows with attorney gates, QA, client tasks and deadlines, and nine immigration workflow packs.
- In product
Playbooks, procedures and training
Playbooks and procedures delivered inside the call or the work item, with acknowledgements, training and certifications.
- In product
Work queues and service levels
Every task is a work item with a queue, a service-level clock, allowed actions and an escalation path.
- In product
QA sampling, scorecards and findings, rework, coaching and complaints that are never deleted.
- In product
A live board of queues and service levels, with reassignment.
- In product
Workers with skills and languages, authorized firm by firm, who serve several firms without crossing a firm’s walls.
Attorneys, owners and clients7 in product · 1 not yet
- In product
Attorneys see reviews, decisions, conflict and intake approvals, deadlines to verify and escalations, and act on each one.
- In product
The attorney workspace works in a phone’s browser and can be added to the home screen, where it opens full screen like an app.
- In product
Clients see their tasks, uploads, messages, appointments and milestones in plain language, and nothing internal.
- In product
An owner dashboard, attorney leverage, capacity forecasts, scheduled reports and audited exports.
- In product
A usage ledger and a subscription view for the firm owner.
- In product
Notifications and escalation chains
Notification preferences, quiet hours, digests and escalation chains.
- In product
Search by id, name or phone number, with results limited to what each person may see.
Integrations1 in product · 2 not yet
- In product
Signed webhooks and CSV import
Signed webhooks in and out, and CSV import with mapping, preview and a dry run before anything is applied.
Security and compliance4 in product · 0 not yet
- In product
Every record belongs to one firm, and an authorization check guards every route.
- In product
An append-only, hash-chained audit log of who did what, under whose workflow.
- In product
Provider credentials are encrypted before they are stored and are never shown again.
- In product
Retention, legal holds and exports
Retention schedules, legal holds, client-file exports, deletion requests decided by compliance, and support access only with consent.
AI assistance0 in product · 2 not yet
You practice law. We run the operating system around you.
See how LegalBook would run your front office and case operations, with a plain account of what is available today and what is not.
LegalBook is not a law firm. It gives no legal advice and forms no attorney-client relationship. Your attorneys supervise all legal work.