# Read the exact text of the law behind a client's question

Open a matter with clean intake and a conflict check, analyze the client's documents, and research with the exact text of the governing law in view. Legal judgment and responsibility stay with the lawyer.

## Intake that starts clean
Intake gathers the people, businesses and facts behind a new request in one place. When the client already works with an advisor, a tax preparer or an agent on the platform, the facts they agreed to share arrive with the referral instead of being asked for again. Each new request moves to a conflict check before any work begins, and the intake record stays with the matter for review.

## Conflict checks and ethical walls
Every new matter is checked against current and past clients, related parties and opposing parties. Possible conflicts are shown with the reason they matched, so a lawyer can clear or decline them with a note. When a matter needs an ethical wall, the wall keeps the right people out of the matter's records and files, and every attempt to cross it is logged.

## Matters in one place
Each matter keeps its parties, documents, research, notes and work product together. Time is tracked against the matter, and staff see what is open and who owns the next step. Calls, emails and meetings about the matter are captured into the firm's compliance archive with everything else. Work product stays private to the matter unless the lawyer chooses to share it.

## Document analysis
Upload agreements, wills, trust documents and other records for analysis. Each finding points to the exact page and passage it came from. The analysis keeps three things apart: what a document says, what a client claims and what a lawyer concludes. Findings are confirmed one at a time before they are used, so the matter file holds only what a person has checked.

## Research that cites the exact text
Research cites the exact text of the governing law, never a paraphrase. Each answer shows the passage it relies on, with its source and status in view, so a lawyer reads the law itself rather than a summary of it. Saved research keeps the question, the sources and the excerpts used, and reopens without searching again. Research can be added to a brief with its citations intact.

## Complete coverage as the standard
A research tool is only as good as what it can see. Complete coverage of the governing law is the standard each source is held to, and every passage carries the details a lawyer needs to judge it: where it comes from, its status and when it was last checked. Check jurisdiction, currency and fit to the matter before relying on any authority.

## Estate and business work with other professionals
Estate, trust and business questions often cross professions. With client permission, share selected facts with the advisor or tax preparer, agree who owns each part of the work, and receive their results without opening the matter's private drafts to other firms. [Estate planning](/estate-planning) draws directly on the household's financial plan, and the [tax practice](/tax) prepares the fiduciary and transfer-tax filings.

## Try it with the example case
Open the fictional business owner's case in the showcase, look up the law behind one of its open questions and add it to a business-review brief. Read the exact text and see how the brief keeps its sources and its open questions. [Try the platform](/try?for=legal), [talk with us](/contact) about your firm, or read [Security & Control](/trust) to see how confidentiality and access work.