Configure Legal Professional

Manage clients, matters, tasks, milestones, progress reports, billing and trust accounting in one connected legal practice workspace.

USD 990.00 per year

Billed annually · two months free

Start with a 14-day free trial. No payment is taken during the trial.

The displayed total includes one Standard Finance component. If your organisation already has that tier, the recurring app increment is USD 59.00 per month; Billing revalidates shared coverage before commitment.

• Client and matter management
• Secure client portals with approved case updates and progress reports
• Matter milestones, target dates and progress tracking
• Integrated task management with assignments, due dates and reminders
• Matter-linked task boards, lists and calendars
• Court dates, hearings and legal deadline tracking
• Time recording, work in progress and disbursement tracking
• Integrated invoicing and payment tracking
• Accounting and matter profitability reporting
• Client funds and trust accounting
• Trust approvals, reconciliation and financial close
• Matter document management
• Confidential matter access, permissions and ethical walls
• Approval workflows and auditable matter activity
• Supports up to 5 organisation users
• Up to 2500 approval workflows per month
• Up to 25000 document operations per month
• Up to 5 finance licences
• Up to 1000 invoices per month
• Up to 150 legal document storage
• Up to 5 legal licences