WORKSPACE OVERVIEW
Your registry, at a glance.
Live source coverage, recently viewed contacts, and number readiness.
Name Search
Look up a person, company or file across the legacy spreadsheet, Clio, Qualia and the numbers issued here.
More search tools
AI name variations use the firm’s configured provider. Only your search text is sent.
Start with a name or file number
You can also search by email, company or property address. Each client comes back as one card with their number and every previous matter.
Opening a file for someone new?
Search first to check whether they already have a client number.
File numbers open the order in Qualia or the matter in Clio, in a new tab. You need to be signed in there.
THE SHARED RECORD
Issued numbers
Every number issued here, with the client and matter it belongs to.
Showing up to 100 files issued here, newest first. Use Name Search for imported history.