One task at a time.

Find a written guide

Follow numbered steps, see a fictional example, and check what to do if something goes wrong. No sign-in needed.

9 app guides · 4 recordkeeping articles

• Parent · 3 min

  Save your first dated record

  Write what happened, connect a supporting file, and check that your record saved.

• Parent · 3 min

  Take a photo or upload an image

  Photograph a receipt or document, review it, and keep the original in your case.

• Parent · 3 min

  Record, save, and find audio

  Use the recorder, keep an unfinished recording safe, and find the saved file.

• Parent · 3 min

  Track an expense and reimbursement

  Record a cost once, then update that expense when reimbursement arrives.

• Parent · 4 min

  Create and download a report

  Choose the right date range, review the contents, and download a PDF or CSV.

• Parent · 4 min

  Give your legal team access to a case

  Invite the intended person, deliver the private link, and understand what they can access.

• Parent · 4 min

  Respond to an attorney's records request

  Keep a reply, the requested records, and checklist updates together in one topic.

• Legal team · 4 min

  Review a shared matter and export selected records

  For legal teams: confirm the matter, select records, and download reports and originals.

• Legal team · 4 min

  Request records and record a version-specific review

  For legal teams: create a checklist, review supplied copies, and track later replies.