Solo family law attorney · Boca Raton, FL · 4 years in practice
Before SproutDock — and what changes after.
She doesn't have "Jobs" — she has Cases. Industry-specific terminology is applied based on the business type selected during registration.
Walk through how Sarah's whole workflow runs through SproutDock. Click any stage.
A prospective client calls. Sarah creates their Client record in SproutDock — name, contact info, conflict-check notes. No login required yet. The client exists as a record before they ever touch the system.
If she takes the case, she clicks "Send Retainer Agreement." The client gets an email with a link to a SproutDock-branded page (Sarah's logo, her firm name). They read, type their name to e-sign, and the executed retainer is locked, timestamped, IP-logged, and PDF-archived under that client.
Sarah opens a Case for Dave. Inside the case she creates Matters for the major branches of work: Custody, Child Support, Property Division. Each Matter has its own tasks, documents, and communications — but they all roll up to the parent case for the big picture.
She picks a Layout Preset she's saved called "Active Litigation" — it arranges the case page sections in her preferred order: Tasks first, then Communications, then Documents, then Billing. Different visual layout than her preset for "Closed Cases."
Every filing deadline, every court date, every response window becomes a Task on the case. They appear on the firm-wide Calendar — color-coded by type: blue for cases, teal for tasks, red for invoice due dates, purple for contracts.
The calendar shows everything dated across all cases in one view — court dates, task deadlines, invoice due dates, contract milestones. Sarah can drag an event to reschedule it. Her paralegal can be assigned tasks and see her own workload filtered down.
When Sarah emails Dave from inside SproutDock, the email is sent from her firm's configured sending address. When Dave replies, the reply automatically threads back to the conversation — no Gmail integration needed, no copying-and-pasting, no "where did that email go?"
Sarah can also view all communications at the account level — a central inbox that shows every email thread across all cases, filterable by client or case. Unread indicators show her which conversations need attention.
Every case has a document library scoped to that case. Sarah can mark documents admin-only (her work product, drafts, strategy notes), client-visible (documents she wants Dave to see), or public. Visibility is controlled per file.
Documents can be linked across cases and matters — a financial disclosure relevant to both Custody and Property Division only needs to be uploaded once. Files are served through secure, signed URLs — never exposed raw on the internet.
Sarah creates invoices directly on a case — with line items for services rendered. SproutDock supports deposit invoices (retainer collection upfront), standard invoices (monthly billing), and final invoices (case close-out). Each invoice is linked to the case and the client.
When she sends an invoice, she gets open tracking — she can see when Dave opened the email, how many times he viewed it, and when he last looked at it. Payments are recorded against the invoice with method, reference number, and optional proof of payment.
Sarah's practice runs four types of cases, and each one follows a pattern. SproutDock's Case Workflow templates let her define that pattern once — then apply it to every new case of that type.
The attorney demo comes with four legal-specific workflow templates built in:
Each step in a workflow can auto-create contracts, invoices, task groups, or sub-matters. As steps are completed, the workflow tracks progress visually — Sarah always knows where a case stands.
SproutDock launches with the core workflow covered — cases, communications, documents, billing, calendaring, and workflow automation. But the platform is actively growing. Here's what's on the near-term roadmap:
The goal is a platform that grows with the practice — not one that Sarah outgrows in six months.
Same day. Same caseload. Different reality.
Sarah spends less time on admin because the system handles the structure. Her cases are organized because the workflows enforce consistency. Her communications are tracked because the email lives in the case. Every week, the gap between "running a practice" and "practicing law" gets smaller.