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Firm & DMS · Mobil unterwegs

New Menu on the Smartphone: Case, Client, Meeting, Draft

The plus at the top opens the New menu: create a case or client, record a meeting, have a contract or pleading drafted in the background.Enlarge image

With the plus symbol at the top, the New menu opens on the smartphone: New case, New client, Record meeting, New assistant chat, Draft contract, Draft pleading and Suggest next steps. Each entry explains in one line what happens; for contract and pleading, an agent creates the draft in the background, and you review and approve. Behind it the case list remains visible, here with the sample cases Cloudwerk and Brandner. This way you create a case or start a draft on the go as well.

To the feature: Features at a glance →

All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.

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