Client product guide

Marketplace cases, proposals, appointments, messages, hire requests, and contracts — step by step.

Topics

• Marketplace & case flow
  Share your legal need and case details so qualified attorneys can send tailored proposals.
  3 min read

• When you receive a proposal
  Compare attorney proposals side by side and choose how you want to engage.
  4 min read

• Appointments
  Book time with an attorney directly or request an appointment when their calendar is not connected.
  3 min read

• Hire requests
  Formalize your choice to work with an attorney and notify them to begin engagement.
  3 min read

• Messages
  Talk with attorneys about your case, proposals, and next steps — after you engage with them first.
  5 min read

• Contracts & payment requests
  Review, sign, and pay when your attorney sends an engagement agreement or retainer request.
  5 min read

Also see

• Attorney guide
  Onboarding, docket search, proposals, and AI auto-send.