Public demo. Every client, case, and person here is fictional. Browse freely; saving, sending, and generating are switched off.

Workspace

Settings

Firm details for invoices and documents, default rate and terms, case numbering, and the task list and case folders every new investigation starts with.

Team Security Integrations

Firm and billing

Firm name

Legal entity (printed as "Legal entity dba Firm name")

Your name (signs letters and emails)

Your title (e.g. Owner & Chief Consultant)

Address (on invoices and documents)

Phone

Website

Contract lines under the provider block (one per line, e.g. statewide contract and vendor numbers)

Workspace look (logo, colors and fonts of the app itself; documents always use the firm letterhead)

Case number prefix (numbers run CASE-2026-001)

Gmail label for filed mail (a sub-label per case is added)

Default hourly rate

Payment terms (days)

Invoice prefix

Sales tax rate (%)

Sales tax label

Overdue reminders at (days past due)

Late fee (% per month, compounded)

Send overdue reminders automatically each morning at 9 (with the invoice PDF attached)

Default invoice notes

Invoice footer (remittance details)

Default tasks (one per line; copied into each new investigation)

Case folders (one per line; created for each new investigation)

Team

Manage

Invite colleagues, set roles, deactivate accounts, and send password resets.

Security

Manage

Your password and two-factor sign-in with an authenticator app.

Integrations

Manage

Gmail and Calendar, Zoom, case-file storage, Google eSignature, and Claude.

About this workspace

Signed in as: demo@example.com (owner)
Data: SQLite database and files on your own server, backed up nightly.
Access: Only over your Tailscale network. No public exposure.