ProGuard Legal Documentation
Welcome to the ProGuard Legal documentation. This site is written for law firms using the platform — partners, associates, clerks, HR, CRM, front desk and firm administrators.
ProGuard Legal is a practice management system covering the full lifecycle of a firm's day: intake, matters, time, billing, trust accounting, HR, CRM, front office, reports and admin.
How this documentation is organised
- Getting Started — log in, accept invites, set up your profile.
- Core Concepts — how your firm is set up, how roles work, how matters and invoices move through the system.
- Roles in a Firm — day-in-the-life guides for each role in a law firm.
- Modules — reference for every module in the app.
- Reference — permission matrix and glossary.
Where to start
| If you are… | Start here |
|---|---|
| A partner evaluating the system | Managing Partner guide |
| A lawyer who just got invited | Logging in & invites |
| Setting up the firm for the first time | Firm Administrator guide |
| Looking for a specific feature | Modules |
Scope note. This documentation describes features that are actually shipped in the application. It is not a roadmap.