Features
Built for how you actually work
Every feature in Toorey was designed with input from practicing attorneys. No bloat, no complexity—just the tools you need to run your practice efficiently.
Solutions for every practice
Whether you're a solo practitioner or part of a large firm, Toorey scales to fit your needs.
Solo Practitioners
Run your entire practice from one dashboard. Automate admin work so you can focus on clients.
- checkClient intake forms
- checkCalendar scheduling
- checkInvoice generation
- checkDocument templates
- checkClient portal
- checkTime tracking
Small & Mid-size Firms
Coordinate your team with shared case management, role-based access, and firm-wide workflows.
- checkTeam collaboration
- checkMatter assignment
- checkWorkload balancing
- checkPerformance analytics
- checkCustom workflows
- checkConflict checking
Enterprise Legal Teams
Enterprise-grade security, advanced permissions, and integrations for larger organizations.
- checkSSO & SCIM
- checkAdvanced permissions
- checkCustom integrations
- checkDedicated support
- checkOn-premise options
- checkCompliance reports
Know your clients better than ever
Client Management
Every interaction, document, and case in one unified client profile. No more searching through emails or scattered notes.
Complete client history
See every case, document, email, and note associated with a client in one timeline.
Smart contact management
Track relationships between clients, opposing parties, and other contacts.
Custom intake forms
Create branded intake forms that automatically populate client profiles.
Conflict checking
Automatic conflict checks when adding new clients or matters.
Never lose track of a matter again
Case Tracking
Track cases from intake to close with customizable stages, deadlines, and team assignments.
Flexible views
Switch between Kanban boards, lists, calendars, and custom views.
Practice area templates
Pre-built templates for common practice areas with customizable stages.
Deadline management
Track court dates, statute of limitations, and custom deadlines with alerts.
Team collaboration
Assign team members, track responsibilities, and share updates.
Work smarter, not harder
Workflow Automation
Automate repetitive tasks with visual workflows. No coding required.
Visual workflow builder
Drag-and-drop interface to create complex automations in minutes.
Template library
Pre-built automations for common legal workflows you can customize.
Trigger-based actions
Automatically send emails, create tasks, or update cases based on events.
Integration actions
Connect workflows to external tools like email, calendar, and accounting.
Find any document in seconds
Document Management
Secure, organized document storage with AI-powered search and seamless collaboration.
AI-powered search
Search document contents, not just file names. Find what you need instantly.
Version control
Track every change with automatic versioning and comparison tools.
Secure sharing
Share documents with clients through the portal with granular permissions.
E-signatures
Collect legally binding signatures directly within Toorey.
Ready to see it in action?
Schedule a demo and we'll show you exactly how Toorey can transform your practice.
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