Legal Practice Management

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

per month

Includes the Standard Finance tier. This app adds USD 59.00/month when that Finance tier is already covered.

Or USD 990.00 per year

• 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

Custom

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For legal practices requiring a separately approved commercial configuration.