Sales Pipeline

Website intake flows directly into tenant-isolated matters.
Intake control

Open inquiries

Qualify each inquiry, preserve its history, and convert it into a matter only when it is ready.

Every stage change is attributable and reversible until conversion.

New0
Triage0
Qualified0
Converted0
Intake docketNo active inquiries

Create or receive an inquiry to begin qualification. New inquiries will appear here with their source, screening evidence, and next action.

Connect with an owner or admin CRM token to build your website.
New matter

Open a matter

You are added as a member automatically, and the matter gets the same pre-templated, encrypted folder set. Drag files straight into the case workspace once it exists.

Case file settings

Where case files are stored

Pick the folder on this computer where all case files go. Every matter automatically gets the same organized, pre-templated folder set inside it — and every file stays AES‑256 encrypted.

Connect to load settings.

Local encrypted media

Record Deposition

Capture microphone audio or audio + video, play back the encrypted recording, create a rough local transcript, and prepare verified summaries and exports.

Consent gated · local only

🔒 Recording and transcription stay on this office machine and are encrypted at rest. This is a rough AI transcript, not a certified transcript. Verify every quote against the recording before use. Recording remains subject to the deposition notice, participant consent, court rules, protective orders, and firm retention policy.

Set up the deposition

Choose a matter, enter a title, and confirm recording authority.

Recordings

Capture, playback & transcript

Choose a matter to load depositions.
Matter workspace

Matter Notes

Clear, member-only notes with pinned follow-ups and immutable edit history.

Every edit audited

Add a note

Record a note

Opens the consent-gated encrypted recorder for this matter. Recording never starts automatically.

Matter record

Notes and history

Choose a matter to load notes.
Firm schedule

Calendar

See matter tasks, deposition dates, and invoice due dates together. Select a day for the full agenda.

Month

Connect to load schedule.
Time & Billing

Track lawyer time

Run the stopwatch or enter hours manually. Entries are saved under the signed-in lawyer.

Attorney timekeeper
This week0h 0m
Billable value$0.00
Saved entries0
Stopwatch
00:00:00

Saved stopwatch time rounds up to the next whole minute.

Manual entry

Enter hours manually

Saved entries

Lawyer hours

Connect to load time entries.
Invoices

Draft and approve invoices

Select uninvoiced lawyer time, create a draft, then submit it into the dual-control approval workflow.

Create draft invoice

Eligible uninvoiced time
Connect to load eligible entries.
Invoice lifecycle

Firm invoices

Connect to load invoices.
Approval and execution happen in Approvals & Audit.

Gmail connection

Checking connection status…

Draft client email

Describe what the email should cover and let AI draft it, or write it yourself. Every draft waits for attorney review and approval — nothing sends automatically.

Automatic client updates

Turn on auto updates for a case and Nomos Engine drafts a client update email after case activity (new documents, completed reviews). Drafts still wait for attorney approval — nothing sends on its own.

Connect to load matters.

Email drafts

Connect to load drafts.

Approval queue

Approve and execute only after a separate authorized reviewer signs off.

Connect to load the queue.
Owner and admin workspace

Approvals

Sensitive actions use two checks: one person requests the action, a different owner or admin reviews it, and then an authorized user runs the approved action.

Needs review0
Approved and ready to run0
Connect to load approvals.

Activity history

Read-only record of who did what and when. Technical details are available only when you expand an event.

Connect to load activity.