Manage your practice without the administrative drag.
TableWork for solo attorneys, tax preparers, notaries, and licensed professionals. Schedule consultations, invoice matters, and keep clients informed.
No card needed. 14-day Pro trial.
Recommended setup
The fastest start for legal & licensed professional
Most legal & licensed professional operators start with the Founder Stack bundle — $39/mo for the modules below, on top of a platform seat from $9/mo. Atlas Core is always free. Add or remove modules any time.
Founder Stack
The early-stage founder with a small team
Booking, billing, comms, and contracts for a growing team.
5 modules included
Modules operators like you install
Expense Management
OCR receipts, card-spend linking, mileage, and Schedule C export.
Bank Reconciliation
Plaid-powered bank feed matching and a month-close checklist.
Tax Reports
Quarterly estimates, 1099 generation, and Schedule C export.
Documents
Rich-text editor, templates, e-signature, and an audit trail.
Consultation scheduling with conflict checks
Schedule consultations, review sessions, and follow-up calls with conflict detection built in. Clients book from your public link or you book on their behalf. Calendar sync with Google and Microsoft included.
Matter timeline tracking
For ongoing matters, atlas tracks milestones — filing deadlines, court dates, client response due dates — with automated signal reminders before each.
Client intake before the consultation
Atlas sends an intake form when a consultation is booked. Clients complete it before they arrive. You review the matter context before the meeting starts.
Matter-based invoicing
Invoice by matter with itemized time entries, flat fees, and expense reimbursements. Balance generates clean invoices that meet professional billing standards.
Retainer tracking with trust accounting awareness
Track retainer balances per matter. Balance flags when a retainer is running low so you can replenish before it affects work continuity. Note: TableWork is not a trust accounting system — consult your jurisdiction's requirements.
Matter status updates without the phone tag
When a matter advances — a filing is submitted, a court date is set, a document is ready for signature — signal sends the client an update automatically. Clients feel informed. You spend less time on status calls.
Document delivery and signing notifications
Signal notifies clients when a document requires their review or signature, with the due date and instructions. Follow-up reminders go out if the deadline approaches without a response.
TableWork speaks legal & licensed professional
When you sign up and select "Legal & licensed professional" as your business type, TableWork uses your vocabulary throughout the workspace. Your consultations are called that, not "appointments." Your team members are called what you call them. The AI chat uses your language.
Read about the Workspace Intent System →TableWork also adapts to these business types
Try TableWork for legal & licensed professional free.
14 days, no card needed. Starter bundle with Atlas Core plus invoicing and messaging, pre-loaded for legal & licensed professional.
14-day Pro trial. At the end of the trial, your workspace moves to read-only. You choose a plan to continue — no automatic charges.