Quick guides to the core areas of AttorneyOS. Log in to your workspace to open each area.
Open Team, add a user, choose a role and set permissions.
Capture contact, FICA and POPIA information for each client.
Link the matter to a client and set the next action.
Create VAT-aware invoices and record payments.
Record receipts, payments, transfers, refunds and reversals.
Draft, summarise and prepare — always reviewed by an attorney.