Legal & Real Estate

Both law practices and real estate offices run on the Agency base — pipeline, clients, projects, and invoices — with vertical-specific wording and a subject hub that fits how the work is organized.

Law Practice

A law practice keeps the Client label, but the work is organized around Matters:

Term	Renders as
Project	Matter
Deal	Case
Client	Client (unchanged)

Subject hub: Matter — the unit of legal work. Every estimate, invoice, and note attaches to the matter, so a client with several matters keeps each one cleanly separated.

Navigation: Dashboard, Pipeline, Clients, Estimates, Invoices, Projects (Matters), and Activity. A law practice’s nav stays lean — no widgets or preview-site tooling.

Real Estate

A real estate office is tuned for listings and showings:

Term	Renders as
Product	Listing
Appointment	Showing
Project	Project
Deal	Deal

Subject hub: Property — work and history attach to the property record.

Navigation: Dashboard, Pipeline, Clients, Projects, Invoices, and Activity.

How the work flows

Because both sit on the Agency base, the spine is the same as Agency:

1. A lead becomes a Client.
2. You open a Case (legal) or a Deal (real estate) and move it through the pipeline.
3. Work attaches to the subject hub — the Matter or the Property — so history stays organized by the thing the work is about, not just the person.
4. You bill with estimates and invoices.

Note

The subject hub is what distinguishes these from a plain Agency account. A Matter or Property record holds the full thread of work, separate from the client contact who’s paying for it.