Legal & professional services · concept
Matters, documents, and billing without the chaos.
Harbor & Vale is an invented firm. Attorneys run matters, check conflicts, move documents through review, and log time; clients see their own matters, documents awaiting their review, and invoices; the practice manager sees billing and utilisation.
- Matter register with practice, lead, budget vs billed
- Conflict-check search across clients and matters
- Document workflow: draft → review → approved → executed
- Time entries and WIP billing dashboard
- Client portal with documents and invoices
Use the View as switcher in the app bar to see what each role sees. Everything below is interactive sample data.
Matters
Budget vs billed, lead attorney, and status.
| Series A financingM-2600 · Northwind Supply | Corporate | A. Harbor | Active | $8,845 / $16,715 | 2026-04-20 |
| Commercial lease — 4th StM-2601 · Bayview Dental | Real estate | J. Vale | Active | $25 / $10,756 | 2026-06-08 |
| Employment agreement suiteM-2602 · Ironwood Ventures | Employment | M. Chen | On hold | $58,150 / $65,997 | 2026-05-24 |
| Trademark oppositionM-2603 · Okafor Roofing | IP | S. Adeyemi | Closed | $30,273 / $46,785 | 2026-04-05 |
| Vendor disputeM-2604 · Redline Logistics | Litigation | A. Harbor | Active | $4,724 / $19,013 | 2026-03-13 |
| Asset purchaseM-2605 · The Ng Family | Corporate | J. Vale | Active | $4,428 / $43,806 | 2026-04-06 |
| Estate plan updateM-2606 · River Toys | Real estate | M. Chen | Closed | $29,433 / $42,836 | 2026-07-27 |
| Data processing agreementsM-2607 · Meridian Capital | Employment | S. Adeyemi | Closing | $19,058 / $41,892 | 2026-06-10 |
What this concept demonstrates
Beyond a homepage.
The pieces below are the ones organisations actually pay for. Every one is built the same way for a real client, with real data and real permissions.
Search & filtering
Matters by client, practice, lead, or status; conflict checks against every past and present party.
Workflow
Documents advance through explicit review stages with versions, owners, and approvals recorded.
Customer portal
Clients see only their matters, review documents when asked, and pay invoices online.
Custom forms
A new-matter intake wizard that captures the parties for the conflict check before a matter opens.
Time & billing
Entries roll into WIP and invoices; utilisation and realisation are visible per attorney.
Dashboard
Revenue trend, budget burn per matter, and unbilled time, from the same records.