The CRM
The business record for every job.
When you're both the reporter and the business owner, Oathdesk keeps the client, proceeding, transcript, delivery, and billing details on one job from first request to final handoff.
Intake & booking
Know what's requested, confirmed, and still open.
A guided request form lands the case, schedule, location, parties, witnesses, and standing instructions on the job — so before the day starts you can see what's confirmed and what still needs a reply.
Delivery & billing
Close the job without losing the paper trail.
When the work is done, turn in the finished transcript and exhibits, capture who receives them, and hand off to billing with invoice line items — all attached to the same job.
The day-to-day
Built around the work reporter-owners repeat all week.
Job board
Proceedings, clients, scheduled dates, and status across requests, assigned work, and your own jobs.
Guided intake
A step-by-step request form captures case, parties, witnesses, and exhibits, with drafts that auto-save.
Schedule view
Every scheduled proceeding on a shared calendar you can review by date.
Per-job messaging
Message clients on the job record and share files, with unread counts on your board.
Billing handoff
Capture deliverable recipients and build invoice line items split by party and copy type.
Audit trail
Account and access events are logged, so you can answer what changed and when.
Shared page credits
CRM usage stays on the firm's balance.
One plan and one page-credit balance cover both products. Notice extraction costs 5 credits, shown before it runs. Usage is tracked per member. Credits stay shared.