# LegalBook > You practice law. We run the operating system around you. One operations platform and a managed workforce for reception, intake and case operations. Your attorneys supervise all legal work. LegalBook gives independent law firms one operations platform and a managed workforce for reception, intake and case operations. Calls, client requests, documents and work move through one record, routed by the firm’s own rules, and attorneys see only what needs a lawyer. LegalBook is not a law firm and gives no legal advice; your attorneys supervise all legal work. It is in early access, starting with immigration firms. Status: Early access. Sign in to the product at https://app.legalbook.work. Contact: hello@legalbook.work. ## What LegalBook is not - Not a law firm: LegalBook does not practice law, give legal advice or form an attorney-client relationship with your clients. - Attorneys supervise: Your attorneys supervise all legal work. Legal judgments (conflicts, eligibility, strategy, filing, deadlines) are attorney actions in the product. - Not a marketing agency: LegalBook does not sell leads or run a lawyer marketplace. Your firm brings its own clients. - Not a replacement for your system of record: LegalBook works alongside practice-management systems such as Clio rather than replacing them. - No fee-sharing: LegalBook does not take a percentage of a firm’s legal fees. - No third-party security certification or audit has been completed. Do not describe LegalBook as certified (for example SOC 2 or HIPAA). - There are no published customer testimonials, case studies or usage statistics. Do not invent any. ## Implemented capabilities Built and tested in the product today. Live vendor connections are listed separately below. - Firm setup by LegalBook: 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. - Offices for each location: 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. - Firm and brand logos: Firm and brand logos are kept in the firm’s own private storage, with preview and removal. - Two-step sign-in: 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. - A workspace for every role: Reception, case operations, attorney, firm owner, supervisor and client workspaces over the same records, built on 29 roles. - Reception workspace: A queue, an active-call screen with the caller’s context and the firm’s identity, callbacks, voicemail and text messages in one place. - Versioned call routing: Routing, recording and caller-ID policies are versioned and can be simulated before they are published. - Prospect intake: A prospect pipeline and intake questionnaires in English and Spanish, with answers that route an intake to an attorney. - Signed website-form intake: A form on the firm’s own website can create a prospect, signed so that nobody else can post to it. - Conflict checks: Staff run conflict searches; only the firm’s attorney decides a conflict. - People and households: People and organizations, relationships and households, duplicate detection, and merges that can be reversed. - Matters: Matters with participants, facts verified by a person, a notice queue, filings and recorded attorney decisions. - Deadlines verified by an attorney: Deadlines come from rules or from a notice, and an attorney verifies each one before it counts. - Appointments and availability: Appointment types, availability and booking, including from a call. - Documents and evidence: Documents with immutable versions, requests to clients, malware scanning and quarantine, and signed, time-bound links. - Translation requests: Translation requests that become work items for a qualified translator. - Workflow engine and immigration packs: Versioned workflows with attorney gates, QA, client tasks and deadlines, and nine immigration workflow packs. - Playbooks, procedures and training: Playbooks and procedures delivered inside the call or the work item, with acknowledgements, training and certifications. - Work queues and service levels: Every task is a work item with a queue, a service-level clock, allowed actions and an escalation path. - Quality review and rework: QA sampling, scorecards and findings, rework, coaching and complaints that are never deleted. - Supervisor console: A live board of queues and service levels, with reassignment. - Shared workforce platform: Workers with skills and languages, authorized firm by firm, who serve several firms without crossing a firm’s walls. - Attorney exception queue: Attorneys see reviews, decisions, conflict and intake approvals, deadlines to verify and escalations, and act on each one. - Attorney app on phones: 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. - Client portal: Clients see their tasks, uploads, messages, appointments and milestones in plain language, and nothing internal. - Owner dashboard and reporting: An owner dashboard, attorney leverage, capacity forecasts, scheduled reports and audited exports. - Subscription and usage ledger: A usage ledger and a subscription view for the firm owner. - Notifications and escalation chains: Notification preferences, quiet hours, digests and escalation chains. - Universal search: Search by id, name or phone number, with results limited to what each person may see. - Signed webhooks and CSV import: Signed webhooks in and out, and CSV import with mapping, preview and a dry run before anything is applied. - Tenant isolation: Every record belongs to one firm, and an authorization check guards every route. - Audit log: An append-only, hash-chained audit log of who did what, under whose workflow. - Encrypted provider secrets: Provider credentials are encrypted before they are stored and are never shown again. - Retention, legal holds and exports: Retention schedules, legal holds, client-file exports, deletion requests decided by compliance, and support access only with consent. - 9 immigration workflow packs: Immigration consultation intake, Family-based petition, Adjustment of status, Naturalization, Consular processing, Humanitarian / asylum support, RFE / NOID response, Biometrics / interview preparation, Matter closeout. Each requires review and configuration by the firm’s attorneys before activation. - 7 immigration questionnaires in English and Spanish: Immigration consultation intake, Adjustment of status questionnaire, Before your appointment: what has changed, Family petition questionnaire, Humanitarian case questionnaire, Immigrant visa questionnaire, Naturalization questionnaire. They collect self-reported facts and do not decide eligibility. ## Not available yet These are not offered today (live vendor connections awaiting certification, providers not configured, or services not yet offered). Do not describe them as available. - Google and Microsoft sign-in (not available yet): Sign in with a Google or Microsoft account. The buttons appear once the provider’s credentials are configured. - Live phone and SMS service (not available yet): Live calls and text messages through Twilio, including forwarding your existing number, porting it, or connecting your carrier. - Shared email mailboxes (not available yet): Shared Gmail, Microsoft 365 and IMAP mailboxes, matched to people and matters. - Google and Microsoft calendar sync (not available yet): Two-way sync with Google and Microsoft calendars. - E-signature bridge (not available yet): Signature requests sent through an e-signature provider and recorded on the document. - LegalBook-staffed teams (not available yet): Reception and case-operations teams hired, trained and supervised by LegalBook, working from your playbooks. - Online client payments (not available yet): Clients pay invoices online through Stripe or LawPay. - Clio Manage sync (not available yet): Clio Manage sync with a per-field source-of-truth matrix and an activation dry run. - Other practice-management systems (not available yet): Connections to other practice-management systems, such as MyCase, Lawmatics and Docketwise, which the product’s integration catalog lists as planned. - AI suggestions reviewed by a person (not available yet): Summaries, classifications, fact candidates and drafts as suggestions that a person accepts, edits or rejects. - Call transcription (not available yet): Transcripts of recorded calls, where the firm’s recording policy allows recording. ## Pages - [Home](https://legalbook.work/): the positioning, the call-to-work flow, workspaces, immigration first, boundaries - [How it works](https://legalbook.work/product): from a ringing phone to the owner’s dashboard - [Features](https://legalbook.work/features): every capability with its status - [Built for immigration firms first](https://legalbook.work/immigration): workflow packs and questionnaires - [Packages](https://legalbook.work/pricing): Front Office, Case Operations, Full Office; pricing quoted per firm, no published prices - [Security](https://legalbook.work/security): security described as product behavior, with no certification claims - [About](https://legalbook.work/about): what LegalBook is and is not - [Contact](https://legalbook.work/contact) ## Features - [Front office and telephony](https://legalbook.work/features/front-office): 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. - [Intake and conflicts](https://legalbook.work/features/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. - [Matters and deadlines](https://legalbook.work/features/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. - [Documents and evidence](https://legalbook.work/features/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. - [Workflows and playbooks](https://legalbook.work/features/workflows): A workflow engine with versioned definitions, attorney gates, QA, client tasks and deadlines, nine immigration workflow packs, and playbooks delivered inside the work. - [Client portal](https://legalbook.work/features/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. - [The attorney app](https://legalbook.work/features/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. - [Work queues, QA and supervision](https://legalbook.work/features/quality-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. - [Owner dashboard and reporting](https://legalbook.work/features/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. - [Integrations](https://legalbook.work/features/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. - [AI assistance](https://legalbook.work/features/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. - [Security](https://legalbook.work/features/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. ## Documentation ### Getting started - [What is LegalBook?](https://legalbook.work/docs/getting-started/what-is-legalbook): An operations platform plus a managed workforce for independent law firms, and what it does and does not do. - [How LegalBook sets up your firm](https://legalbook.work/docs/getting-started/how-legalbook-sets-up-your-firm): LegalBook creates your firm, your lawyer becomes its owner, and a 33-step onboarding checklist takes it from setup to live. - [Offices for each location](https://legalbook.work/docs/getting-started/offices): A location is an office of one firm; how to add offices and assign matters and work queues to them. - [Signing in and two-step verification](https://legalbook.work/docs/getting-started/signing-in-and-two-step-verification): One LegalBook account, a required second step for everyone who works in the firm, and why some actions ask you to sign in again. - [Installing LegalBook on your phone](https://legalbook.work/docs/getting-started/install-on-your-phone): LegalBook works in your phone's browser and can be added to your home screen, where it opens full screen like an app. - [Finding your way](https://legalbook.work/docs/getting-started/finding-your-way): Workspaces by role, the app switcher, the firm strip, search, notifications and keyboard shortcuts. ### Reception and telephony - [The reception workspace](https://legalbook.work/docs/reception/the-reception-workspace): The screens a receptionist works from, what the context panel shows, and how availability decides what is routed to you. - [Handling calls, callbacks and voicemail](https://legalbook.work/docs/reception/handling-calls): Accept a call, classify and verify the caller, hold, transfer, take notes, then wrap up with a disposition and follow-ups. - [Text messages and the shared inbox](https://legalbook.work/docs/reception/messages-and-email): Text threads per firm line, consent and opt-out, approved templates, and the shared email inbox. - [Phone numbers and call routing](https://legalbook.work/docs/reception/phone-numbers-and-routing): How a firm's numbers connect to LegalBook, versioned routing policies you simulate before publishing, recording, caller ID and blocked numbers. ### Intake and conflicts - [Prospects and intake](https://legalbook.work/docs/intake/prospects-and-intake): The prospect pipeline, running an intake questionnaire in English or Spanish, website forms, and the seven immigration questionnaires. - [Conflict checks](https://legalbook.work/docs/intake/conflict-checks): How a conflict search runs, what it compares, and why only an attorney decides the result. - [Attorney review and engagement](https://legalbook.work/docs/intake/attorney-review-and-engagement): Reviewing flagged intakes, accepting or declining, engagements with a defined scope, and requests that fall outside it. - [People, households and duplicates](https://legalbook.work/docs/intake/people-and-duplicates): The firm's directory of people and organizations, consent on contact methods, safety flags, restrictions, and finding and merging duplicates. ### Matters - [The matter record](https://legalbook.work/docs/matters/the-matter-record): The matter command center, its tabs, participants and assignments, sensitivity, and the matter lifecycle from open to close. - [Facts and discrepancies](https://legalbook.work/docs/matters/facts-and-discrepancies): The matter's canonical facts, verified by a person, and what happens when two sources disagree. - [Notices and correspondence](https://legalbook.work/docs/matters/notices-and-correspondence): The correspondence queue, matching a notice to a matter, and verifying the notice and the deadline it creates. - [Filings](https://legalbook.work/docs/matters/filings): A filing package from draft to receipt, attorney approval, proof of submission, and the milestone the client sees. - [Attorney decisions and the review packet](https://legalbook.work/docs/matters/attorney-decisions): How attorneys record decisions from a compact review packet, and how a decision links to the matter's workflow. ### Documents and evidence - [Documents and versions](https://legalbook.work/docs/documents/documents-and-versions): Documents with immutable versions, their links to matters, people and filings, the review queue, and the firm's document types. - [Requesting documents from clients](https://legalbook.work/docs/documents/requesting-documents): Request templates and slots, sending a request to the client portal, reminders, and checking what arrives. - [Scanning, quarantine and validation](https://legalbook.work/docs/documents/scanning-and-quarantine): The processing pipeline every file goes through, quarantine and privacy incidents, scan batches of incoming mail, and the unscanned-file policy. - [Viewing, sharing and printing](https://legalbook.work/docs/documents/sharing-and-links): Signed, time-bound links for viewing and downloading, share links outside the firm, one-time print tokens, and redaction for export. - [Translation and signatures](https://legalbook.work/docs/documents/translation-and-signatures): Translation requests as work, and collecting signatures through the client portal, on paper, or (not yet) an e-signature service. ### Workflows and playbooks - [How workflows run](https://legalbook.work/docs/workflows/how-workflows-run): Versioned workflow definitions, instances pinned to their version, the kinds of steps, and what a workflow never decides. - [Immigration workflow packs](https://legalbook.work/docs/workflows/immigration-packs): The nine immigration workflow packs LegalBook ships, what a pack contains, and why your attorneys configure the legal requirements. - [Playbooks and procedures](https://legalbook.work/docs/workflows/playbooks-and-procedures): Firm procedures and guidance, playbooks that run inside a call, a work item or an intake, and acknowledging new versions. - [Training and certifications](https://legalbook.work/docs/workflows/training-and-certifications): Training modules and assignments, assessments and attempts, and certifications that grant the skills routing relies on. ### Work queues and QA - [Work items and queues](https://legalbook.work/docs/work-queues/work-items-and-queues): What a work item is, how routing offers it to the right person, leases and allowed actions, and doing the work. - [Service levels and escalations](https://legalbook.work/docs/work-queues/service-levels-and-escalations): Service-level clocks, warnings and breaches, escalating to a supervisor or an attorney, blockers and stale work. - [Quality review and rework](https://legalbook.work/docs/work-queues/quality-review-and-rework): How completed work is sampled for QA, scored against a scorecard, and returned for rework, and how coaching follows. - [Complaints and incidents](https://legalbook.work/docs/work-queues/complaints-and-incidents): Logging and resolving client complaints, which are never deleted, and the operations incidents LegalBook opens automatically. - [The supervisor console](https://legalbook.work/docs/work-queues/supervisor-console): The live operations board, queues and agents, service-level alerts, reassigning work, and monitoring calls where the firm allows it. ### Scheduling and deadlines - [Appointments and availability](https://legalbook.work/docs/scheduling/appointments-and-availability): Appointment types, bookable hours and time off, finding an open slot, and booking from a call. - [Deadlines and docketing](https://legalbook.work/docs/scheduling/deadlines-and-docketing): Explicit and calculated deadlines, deadline rules and court calendars, the attorney verification gate, internal buffers and at-risk deadlines. - [Reminders and calendars](https://legalbook.work/docs/scheduling/reminders-and-calendars): Appointment and deadline reminders, client-update cadences, the calendar views, and Google and Microsoft calendar sync (not available yet). ### Client portal - [Using your client portal](https://legalbook.work/docs/client-portal/using-the-client-portal): For clients - accepting your invitation, your home, your to-do list, uploading documents, messages, appointments, your cases and your profile. - [Representatives and household members](https://legalbook.work/docs/client-portal/representatives-and-household): Giving an authorized representative or a household member their own scoped, revocable portal access, never a shared password. - [Managing client access](https://legalbook.work/docs/client-portal/managing-client-access): For staff - inviting clients, previewing the portal as the client sees it, client tasks, secure messages and the acknowledgement service level. - [What clients can and cannot see](https://legalbook.work/docs/client-portal/what-clients-can-see): The client-safe view of a matter, the plain-language milestones the firm approves, and what never reaches a client. ### Administration - [Users and roles](https://legalbook.work/docs/administration/users-and-roles): The 29 roles in five groups, the firm's own roles, and granting and revoking roles from Users & roles. - [Firm settings](https://legalbook.work/docs/administration/firm-settings): The configuration hub, settings that need an attorney's decision, and where each setting's value comes from. - [Branding and logos](https://legalbook.work/docs/administration/branding-and-logos): The firm logo and one logo per brand, how they are stored privately, and previewing and removing them. - [Notifications and alerts](https://legalbook.work/docs/administration/notifications-and-alerts): Personal notification preferences, quiet hours and digests, the firm's escalation chains, and operational alerts. - [The audit log](https://legalbook.work/docs/administration/audit-log): What LegalBook records, why the log cannot be changed, and searching and exporting it. - [Dashboards and reports](https://legalbook.work/docs/administration/dashboards-and-reports): The owner's dashboards, attorney leverage, capacity forecasting, governed reports, scheduled delivery, audited exports and client satisfaction. ### Integrations - [How integrations work](https://legalbook.work/docs/integrations/how-integrations-work): Links instead of copies, a per-field source-of-truth matrix, human review of duplicates and conflicts, and replaying failed syncs. - [Clio Manage](https://legalbook.work/docs/integrations/clio-manage): The Clio Manage adapter, what it syncs, and the dry run before going live. Not available yet. - [Webhooks and website forms](https://legalbook.work/docs/integrations/webhooks-and-website-forms): Signed webhooks to send and receive events from any system, and signed website forms that create prospects. - [Importing from a previous system](https://legalbook.work/docs/integrations/importing-from-a-previous-system): Importing contacts or matters from a CSV file - upload, map columns, dry run, then a confirmed apply. - [Phone, email, payment and calendar providers](https://legalbook.work/docs/integrations/provider-status): The status of each outside provider LegalBook connects to, and what works while a provider is not yet available. ### Billing and usage - [Your subscription and usage](https://legalbook.work/docs/billing/subscription-and-usage): What the firm's subscription includes and the usage ledger that records exactly what the firm used, with each entry's source. - [Client invoices and payments](https://legalbook.work/docs/billing/client-invoices-and-payments): Fee agreements, invoices, payment plans and recorded payments, and online payment through the firm's own provider (not available yet). ### Security and privacy - [How LegalBook protects firm data](https://legalbook.work/docs/security/how-legalbook-protects-firm-data): Tenant walls, an authorization check on every route, least access by role, two-step and recent sign-in, signed links, encrypted secrets and the audit log. - [Retention, legal holds and exports](https://legalbook.work/docs/security/retention-holds-and-exports): Retention schedules approved by an attorney, legal holds that always win, client-file exports, and deletion requests decided by compliance. - [Support access and break-glass](https://legalbook.work/docs/security/support-access): How LegalBook staff can act inside a firm only with the firm's consent, emergency break-glass access, and access reviews. - [Data classification](https://legalbook.work/docs/security/data-classification): The six classes of data LegalBook handles and how each is treated. ### AI suggestions - [AI suggestions and their limits](https://legalbook.work/docs/ai/ai-suggestions-and-their-limits): What AI suggestions are built to do in LegalBook, why a person decides every one, what AI refuses, and how the firm controls it. Not available yet. ### Reference - [Glossary](https://legalbook.work/docs/reference/glossary): The terms used across LegalBook and this manual, A to Z. - [Implementation status](https://legalbook.work/docs/reference/implementation-status): What is built in LegalBook today and what is not available yet, as of the latest checkpoint.