Small Law Firms
Keep intake, matter documents, research, draft correspondence, and recurring administrative work organized for a small practice.
Start a workspace
Solo practitioners and small law firms
From the first document to the final review.
OpenTeam prepares matter intake pack and supporting working documents with source references and unresolved questions for the responsible team.
Collect the source records
Organize the authorized client intake, matter documents, correspondence, and approved templates by source, owner, and date.
Prepare the working pack
Prepare a matter summary, missing-document requests, draft updates, and a work list that identifies the lawyer responsible for review.
Resolve gaps and exceptions
List missing information, conflicting records, assumptions, and next actions with a named review owner.
Review and complete
Have the responsible team verify the working pack and approve any external action under its selected approval mode.
Useful work. Ready for your review.
Use only the records, accounts, and sources authorized for this task. The responsible professional reviews facts, calculations, citations, and final work product. External actions follow the team's selected approval mode and account permissions.
- Matter intake pack
- Draft client updates
- Practice work list