Software package

Law firm management package

Client and matter records with conflict checks, a permissioned document store, key-date reminders, time recording, billing and a separate client-money ledger, ready to configure around your matter types.

Custom build Concept demo

Get a quote for this package

Who it is for

Built for

A good fit

Small and mid-sized solicitors' firms, typically from two to around thirty fee earners, and in-house legal teams that run matters for one organisation. It suits partners who want a budget-against-matter view, fee earners who record time as they go, secretaries who manage diaries and documents, a cashier who posts and reconciles, and a compliance officer who needs reminders and the audit trail without asking anyone for a report.

Also worth knowing

It is less suited to firms that only need dates and responsibility tracked without time or money, which is a lighter package of its own, and to very large firms with multi-entity accounting and bespoke finance systems. It also does not replace the firm's accounting package; it posts office-account movements to it.

The operational problem it solves

How it runs, step by step

A new instruction arrives on Monday morning.

The secretary runs the conflict search on the prospective client and the other side; the search matches a director of the other side against a former client under a maiden name, so the fee earner reviews it and records the decision before the matter opens.
The matter is opened as a residential purchase and the property template drops in its tasks and key dates, each with an owner.
The engagement letter is generated from the template, sent for signature and filed on the matter with its version.

During the week the fee earner records time from the matter view as calls and letters happen, and a search fee is logged as a disbursement.

On Wednesday a limitation date on a different litigation matter reaches its first reminder; the fee earner marks it in hand, and the supervisor can see that on the diary.
On Friday the cashier processes a payment on account: the fee earner requested it, the cashier approves, and the ledger shows the client balance separately from the office account.
At month end the interim bill is built from recorded time and disbursements, reviewed by the partner, sent to the client portal, and the audit trail records every step.

Features

What the package does

The package ships as modules that follow the life of a matter: contacts and conflicts, matters and documents, key dates and tasks, time and billing, the client-money ledger and the client portal. Each module lists what it does; the comparison table shows which variant includes it.

Clients and records

Contacts with conflict-check searchKeep clients and related parties together and search across them before taking on a new matter.

Workflow and tasks

Matters with task templates and key datesOpen a matter by type so its standard tasks and key dates are set up for you.

Documents and cases

Permissioned matter document storeDocuments are filed against the matter with version history and are visible only to those permitted to see them.

Scheduling

Limitation and key-date remindersReminders for limitation and other key dates escalate to a supervisor if they are not acted on.

Billing and payments

Time recording with ratesFee earners record time against matters and each hour is valued at the fee earner's rate.
Bills, disbursements and credit notesRaise bills from recorded time and disbursements, with write-offs and credit notes kept on the record.

Compliance and records

Audit trail on every recordChanges to contacts, matters, documents and bills are logged with who made them and when.

Accounts and permissions

Client-money ledgerPost client money through a request-and-approve step, with support for reconciliation.

Portal and access

Client portalClients exchange documents with the firm and check the status of their matter online.

Roles and permissions

Who does what

Partner
- See every matter in their department with time, disbursements and budget
- Approve bills before they are sent
- Review conflict-check decisions and escalated key dates
- Run reports on work in progress, aged bills and matter counts
Fee earner
- Open matters from templates and manage their tasks and key dates
- Record time and disbursements against matters
- Upload, version and share documents within their permissions
- Request client-account movements for the cashier to approve
Paralegal
- Complete assigned tasks and update key-date status
- Prepare documents from templates for fee-earner review
- Record time against matters they are assigned to
Legal secretary
- Run conflict searches and set up contacts and matters
- Manage the fee earner's diary and key-date reminders
- File correspondence against matters and share documents to the portal
Cashier
- Approve and post client-account and office-account movements
- Reconcile the client-money ledger against bank statements
- Post disbursements, write-offs and credit notes
- Export postings to the accounting package
Compliance officer
- See overdue and escalated key dates across the firm
- Review the audit trail on any record
- Set reminder schedules and retention rules
- Export matter and ledger logs for a period
Client
- See the status of their matters and who is working on them
- Exchange documents securely through the portal
- View and settle bills

Example screen

Concept demo

Concept demo of the matter view showing template tasks, a key date with reminder state, time against budget and permissioned documents.

The matter view as a fee earner sees it: the task list from the matter template, the next key date with its reminder state, recorded time and disbursements against budget, and the document list with versions and who can see each.

Scope and options

What is included and what is extra

In the base package

Contacts and clients with conflict-check search across related parties
Matters with types, task templates and key dates
Permissioned document store per matter with version history
Limitation and key-date reminders with escalation
Time recording with rates per fee earner
Bills, disbursements, write-offs and credit notes
Audit trail on every record

Common add-ons

Client-money ledger with request-and-approve posting and reconciliation support
Client portal for document exchange and matter status

Needs custom work

Integration with a specific accounting package or e-signature tool
Assessment and build of access to a named external official portal
Bespoke partner reporting beyond the standard dashboards

See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your own hosting or on hosting we manage for you; the choice is made in the proposal and can be changed later. The firm owns the code and its data. Matters, documents, time, bills and ledger postings can be exported at any time in standard formats, and the package does not lock you to a provider.

Maintenance

Maintenance is optional and scoped separately from the setup. When taken, it covers security updates to the platform and its dependencies, monitoring of reminders, backups with restore tests, and a monthly window for small configuration changes such as new matter templates, rate changes or additional users. Larger changes are quoted as change requests.

Pricing model

Priced per proposal.

The package is sold as a one-off setup and customisation, with optional monthly maintenance and hosting as separate recurring lines, or as a subscription that bundles hosting and maintenance where the firm prefers a single recurring charge. The setup figure depends on the number of users and matter types, the add-ons selected, migration volume and the hosting choice. Your proposal states each line separately.

Software package

Custom build Concept demo

Variants

Business Software : quote for this variant

Contacts and clients with conflict-check search across related parties
Matters with types, task templates and key dates
Permissioned document store per matter with version history
Limitation and key-date reminders with escalation

Priced per proposal. A written proposal is the only binding figure.

Get a quote for this package Prefer a fully custom build?

FAQ

Frequently asked questions

How does the conflict check work?

The search runs across contacts, clients, companies, related parties and aliases, including previous names where recorded, and returns possible matches with the matter they relate to. A fee earner records a decision on each match before the matter opens, and that decision stays on the audit trail.

Can we keep client money in it?

The client-money ledger add-on keeps client and office balances separate, requires a request and an approval for each client-account movement, and supports reconciliation against bank statements. The accounting rules the firm follows are its own responsibility; the package provides the controls, not the compliance.

Does it connect to court or registry portals?

Not as a ready feature. Where a portal offers a supported interface, connecting to it is custom work assessed through the law firm management development service, and the assessment may conclude that no interface exists.

What do the reminders do when someone ignores them?

Each key date carries a reminder schedule. If the owner does not mark it in hand, the reminder escalates to the supervisor and then to the compliance officer on the days the firm configures, and every escalation is recorded against the matter.

Can clients see their matters?

With the client portal add-on, yes: status, the team on the matter, documents shared to them and bills. What appears is controlled per matter and per document, so internal notes and drafts stay internal.

Can it migrate from our current practice system?

Contacts, matters, documents and balances are imported from an export of the current system; ledger balances are reconciled before cut-over. How complete the migration can be depends on what the old system exports, and the proposal states that once we have seen a sample.

Is this a finished product I can see running?

Not yet. The readiness badge on this page shows the real state: the package is currently a custom build assembled from our documents, tasks, ledger and billing modules for each firm, and the example on this page is a labelled concept demo rather than a live practice system.

Get a quote for Law firm management package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.