# 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. Research with the exact text of the governing law in view. Legal judgment and responsibility stay with the lawyer.

## Intake that starts clean
Intake puts the people, businesses and facts behind a new request in one place. The client may already work with an advisor, a tax preparer or an agent on the platform. If so, the facts they agreed to share come with the referral. No one has to ask again. Each new request goes to a conflict check before any work begins. 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. Each possible conflict shows why it matched. A lawyer can clear or decline them with a note. Some matters need an ethical wall. The wall keeps the right people out of the matter's records and files. 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. Staff see what is open and who owns the next step. Calls, emails and meetings on the matter go in 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. 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. A lawyer reads the law itself, not a summary of it. Saved research keeps the question, the sources and the excerpts used. It 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. Each passage shows what a lawyer needs to judge it. That is where it comes from, its status and when it was last checked. Check jurisdiction, currency and fit to the matter before you rely 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. Then get their results back. The matter's private drafts stay closed to other firms. [Estate planning](/estate-planning) draws directly on the household's financial plan. The [tax practice](/tax) prepares the fiduciary and transfer-tax filings.

## Try it with your own case
Start your own case in the showcase. Ask a question about the law. See the exact words of the law and where they came from. Add them to a brief. The brief keeps each source and each open question. [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.