Azybia

Your practice. Connected from every angle.

Explore the tools that bring your clients, matters, documents and daily work together in Azybia.

Website

Present your people, expertise and approach with a polished practice website. Refine your brand without redesigning every page.

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CRM

Follow an inquiry from first contact to a considered consultation. Keep the source, client details and next action together.

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Matter workspace

Start from the matter and bring the team, documents, tasks, dates and financial context into view. Keep the next action easy to find.

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Calendaring

Bring consultations, meetings and manually entered target dates into the context of your work. See what is coming and which matter it belongs to.

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Tasks & workload

Turn the next step into an owned action. Review what needs attention, finish a task and keep progress attached to the matter.

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Smart files

Organize the record around a client and matter. Explore document metadata, categories and sharing choices before connecting production storage.

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Billing

Capture the time you spend, connect it to the right matter and build an invoice draft with a transparent breakdown.

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Payments

Explore the client payment journey and see how partial receipts affect an outstanding balance. Provider-backed transactions are a launch connection.

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Smart inbox

Keep updates close to the people and matters they concern. Prepare replies with the context already in view.

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Client portal

Give clients a clear view of their next step, shared documents and outstanding invoices. Preview both sides of the relationship.

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Workflow agent

Explore repeatable practice-area stages and handoffs. The next phase adds configurable triggers and reviewable actions.

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AI assistant

The planned assistant brings matter context into summaries, preparation and draft updates. Source review and professional approval stay part of the workflow.

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E-signatures

Document assembly and e-signature are part of the product roadmap. The intended flow keeps templates, recipients and completion records attached to a matter.

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Trust accounting

A dedicated foundation for client funds: separate accounts, balanced entries and reconciliation. Professional validation of the process remains necessary before operational use.

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Conflict screening

Search client, company, matter and enquiry records before accepting a new engagement.

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Matter briefs

Assemble the client context, open tasks and document register into an editable internal brief.

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AI notetaker

The planned notetaker transcribes discovery calls and prepares summaries, insights and follow-ups. Try the review preview with source moments and approval before saving.

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SEO

Build search visibility around your practice areas, locations and the questions clients ask. Review page structure, useful content and technical foundations in one considered SEO workflow.

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GEO

Prepare clear, attributable practice content for discovery in generative search experiences. Keep firm facts, authorship and supporting sources consistent; review how your expertise is represented over time.

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AEO

Organize your website around direct, useful answers. Help prospective clients understand your services, consultation process and next step through concise explanations that people and answer engines can interpret.

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Booking

Connect consultation requests to availability and intake context. Let clients choose an appropriate meeting while your team controls appointment types, preparation and confirmation.

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Time capture

Review captured time with the relevant matter and rate, then bring expense context into billing preparation. Separate draft records from confirmed invoices and receipts.

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Financial copilot

Review invoice totals, outstanding balances and recorded receipts with the matter context intact. Export a financial view your team can reconcile against the underlying records.

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Drafting

Prepare legal drafting around selected matter facts, documents and instructions. Keep source references and professional review visible before any draft is approved or sent.

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Apps & integrations

Connect authorized accounts to the workflows your team uses. Review permissions, sync status and provider errors across email, calendar, payments and document services.

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AI receptionist

Prepare a call-handling experience that captures the reason for contact, routes the enquiry and helps arrange a consultation. A lawyer or team member reviews the handoff; live calls require a connected voice provider.

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Legal research

Prepare a research question with the selected matter context, then organize authorities and analysis for professional review. Keep jurisdiction, source links and verification visible before relying on a conclusion.

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Case intelligence

Connect facts, evidence and open questions in a matter-aware analysis.

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Strategy agent

Compare options, surface gaps and prepare a strategy for counsel to review.

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Firm knowledge

Find approved precedents, clauses and research with their context intact.

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Authority monitoring

Follow relevant legal developments and review their impact on your matters.

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Bank sync

Import bank statements, review matches and reconcile. Direct bank feeds are planned.

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