A Shoal Valley System
One studio for the whole law firm.
Leads, marketing, intake, clients & matters, billing, bookkeeping, document drafting, and firm settings — in one browser-resident workspace tuned for plaintiff's litigation firms and the practices that resemble them.
Built first for T. Maxwell Smith, PLLC. Generalizable for any business entity that needs leads, services, engagements, and bookkeeping in one place.
Trusted by Texas firms
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One source of truth
Every bucket reads the same firm record. Update a phone number once; it lands on every packet, every engagement letter, every invoice.
Built for the print page
Letter-sized layouts, justified body copy, Cormorant Garamond display. Save-PDF produces clean paginated documents straight from the browser.
Owns your data
Export a single JSON bundle of the entire studio whenever you want. No vendor lock-in. Restore on any machine.
See it in action
The whole workflow, end to end.
Watch a single matter move from intake to engagement letter to billable activity to paid invoice — without leaving the tab.
1920×1080 MP4, 60–90 seconds, silent (we'll caption it). Show intake → matter → engagement letter → time entry → invoice → trust posting. Cursor visible.
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Eight buckets, one studio
The work the firm actually does
Each bucket has its own sidebar. The Time Tracker and Firm Settings are pinned across every bucket so they're always one click away.
Leads
Marketing packets, engagement letters, team profiles, the practice-area library.
Marketing
Campaigns, content library, referral sources, analytics. Built for outbound.
Intake
Active intakes, intake settings. The bridge from a lead to a real matter.
Clients & Matters
Client records, matter files, joint representation, party tracking.
Billing
Time entries roll into invoices; invoices post to trust or operating accounts.
Bookkeeping
Trust, operating, P&L, balance sheet, check ledger — one chart of accounts.
Quickdraft
Document preparation, estate-planning package builder, template content.
Firm Settings
Branding, letterhead, permissions, audit log, backup & restore.
Voices from the floor
“We replaced four vendors with one tab. Time tracking, packets, engagement letters, the trust ledger — it's all the same firm record.”
Thomas Maxwell Smith
Founding & Managing Attorney, T. Maxwell Smith, PLLC
See it running on your firm's data.
We bring the studio up with a seed of your firm's offices, attorneys, and practice areas. You drive it for 30 minutes. No commitment.
home.cta.background — optional 1920×600 JPG, subtle texture (Texas state outline, courthouse columns), 20–30% opacity.
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