What's in it.

A tour of the system in the order a firm uses it.

Matters

A matter has a client, a responsible attorney, an originating attorney, a billing method, a budget, a status, an open date and a close date. Everything else attaches to it. Documents go in matter folders. Time entries tag the matter. Invoices roll up by matter.

Auto-numbered (MAT-2026-XXXXXX) but editable.
Three visibility levels: organization, shared, private.
Practice areas, billing methods, custom fields.
Every client gets a default Client Documents matter for engagement letters.

Time tracking that doesn't fight you.

A timer in the top bar. Hit start when you sit down, hit stop when you're done, type a description. Or enter time after the fact from a timesheet view. Every entry tags the matter, the client, the activity type, and the billing rate.

Default firm rate, per-matter override, per-user override.
Daily, weekly, monthly billable targets per attorney.
CSV export for accounting.
Write-offs carry a reason. So do edits.

Documents and folders.

Drag files in. Drag whole folders in and the structure comes with them. Versioning is automatic. Drop a new version onto an existing document and the AI compares them line by line.

Folder hierarchy under each matter.
Draft and Final states (no eight-state confusion).
View inline (PDF, images) or download.
Soft delete with audit log of who and when.

AI document review.

Upload a contract and the AI pulls out the parties, key dates, risks, and obligations. Processing time varies with the document's length and the current workload. Edit anything. Push key dates to deadlines or tasks. Use the clause library to draft new language in your firm's voice.

Legal-tuned model, runs on hardware we control.
Clause classifier and clause-aware chunking.
Drafter pulls from your firm's prior clauses.
Skip AI processing on engagement letters or other admin docs.

Trust accounting.

Per-matter trust ledgers. Three-way reconciliation against your bank. Retainer requests sent through the client portal. Every transaction is logged with who, when, and why.

Multiple trust accounts per firm.
Funds held vs funds available math is automatic.
Approval flow on transfers.
Audit trail that survives a regulator's question.

Billing the firm wants.

Invoices ship as drafts. The matter's responsible attorney approves before a finance admin can release. Discounts and write-offs carry a reason. Your bookkeeper can manage the books without seeing matters.

Hourly, flat fee, contingency, monthly retainer.
Discounts in % or $, per-line or invoice-wide.
Trial period for monthly clients (100% discount, full audit trail).
LEDES export for clients who need it.

Client portal.

Your clients log in to see matters they have access to, download documents you've shared, ask questions, and pay invoices, and they sign documents on the Enterprise plan. Branded with your firm. Portal users come in three flavors: admin, member, finance.

Granular permissions per portal user.
Online payments via Stripe.
Document sharing with optional passwords.
The client's CFO sees only billing.

Calendar, tasks, deadlines.

Your court dates, client meetings, internal deadlines live in one place. The AI can push key dates from documents straight to deadlines or tasks with a click.

Calendar feeds for personal sync.
Tasks assignable to any team member.
Critical-deadline view sorts by urgency.
Appointment scheduling for the client portal.

E-signature on the Enterprise plan.

Send engagement letters and consents for signature from inside the matter. Recipients sign in the browser, and the signed copy is filed with the matter. Signing is included on the Enterprise plan only.

Sent from the matter the document belongs to.
Signed copies are filed back with the matter.

Sign in with Microsoft.

Firm staff can sign in with their Microsoft work or school account where Microsoft sign-in is enabled. Password sign-in stays available for everyone. Each person's role and access are still set by the firm in AureumCore.

For firm staff with an existing AureumCore account. It doesn't create accounts.
Work or school accounts only, and for firm staff, not client portal users.
It is separate from SAML single sign-on.