Run every matter from intake to final bill, with time, documents, deadlines and client money in one place.
Law firms, intellectual property practices, company secretaries, tax consultants and accountancy firms all sell professional time against matters and filings. Each matter’s documents, deadlines, hours and invoices sit together on one record in the software covered here, and staff see only what their role allows.
These trades bill expertise. A personal injury firm works on a case with a long timeline. An IP firm manages a portfolio of marks and patents with renewal dates, and a general law firm opens a matter for each client instruction. Company secretaries and accountancy firms run the same idea as a calendar of filings, returns, resolutions and meetings for each client they act for.
Every matter produces the same kinds of record. There is an intake form, a conflict check, an engagement letter, a set of documents, a list of dates, hours recorded by each fee earner and an invoice. Tax consultants and chartered accountant firms add working papers and a checklist of what the client still owes.
Confidentiality shapes the whole system. Partners, associates, paralegals, clerks and accounts staff each need a different view of the same matter, and some matters must be walled off from the rest of the firm. Who sees what is decided first.
Software for each kind of legal services business.
Law firms
Law firms run on a case diary, the clerk’s notes from the cause list, files in almirahs and client updates on WhatsApp, so hearing dates and limitation periods slip. A matter and hearing system is built around the way your chamber already works, with fee notes raised from the work recorded in it. The diary stops being one person’s property.
Learn morePersonal injury lawyers
Personal injury firms run on case files that grow for months or years. Medical records, bills, insurer letters, liens and deadlines all belong to one claimant. The software for personal injury lawyers holds intake, case stages, treatment records, demand packages, settlement splits and fee bills in one system, so each case can be read in a minute.
Learn moreIntellectual property law firms
IP law firms track trademark and patent deadlines in an Excel docket fed by portal checks and email, where one missed reply can cost a mark. Docketing, renewals and client tracking are set up around your practice. Portfolio reports and foreign-currency associate billing are added on top of the product at set-up. Each deadline carries the name of the person responsible.
Learn moreCompany secretaries
Company secretaries track ROC due dates in Excel, keep DSC tokens in a drawer and chase documents on WhatsApp, so filings bunch up around September. A compliance calendar and a workspace per company record every annual and event-based form due, every document asked for and every reminder sent. The filing reference and the payment receipt go back against the filing once you file.
Learn moreTax consultants
Tax consultants file income tax and indirect tax returns from portal logins, a client register with tax numbers, and documents sent as messaging photos, so papers arrive late and fees arrive later. A client, document and filing tracker built for a tax practice puts that in order, from the first reminder in June to the fee still unpaid in October.
Learn moreChartered accountant firms
Chartered accountant firms run indirect tax, withholding, income tax, company filings and audit work on accounting software, government portals and an Excel tracker, with client documents arriving on WhatsApp. The practice layer adds jobs by due date, document requests with counted reminders, staff time against fees and a partner view of what is stuck and why.
Learn moreWhere these businesses lose time and money.
What we build across legal services.
Ready products that fit legal services.
Each one is adapted to how your business works before it goes live, and anything your trade needs that it lacks is added then. You are not paying to build the basics again.
Law Firm Case Management Software
Matters, hearing dates and adjournments, drafts and filed copies, court fees, time and billing, and client updates for advocates and law firms.
Learn morePersonal Injury Law Firm Management Software
Intake, conflict checks, case stages, medical records, deadlines, case costs, liens, settlements and client updates for personal injury firms.
Learn moreCA Practice Management Software
Client masters, compliance calendar and due dates, document collection, staff allocation, timesheets, queries and fee billing for chartered accountant firms.
Learn moreThe services behind it.
Business Process Automation
Approvals, reminders, follow-ups and reports that run on their own instead of on someone remembering.
Learn moreData Migration and Moving Off Spreadsheets
Data migration and spreadsheet replacement covers auditing existing files, cleaning and deduplicating records, loading them into a new system and reconciling the result against known totals. A parallel run of both systems comes before cutover. The original files are kept as they were.
Learn moreAPI and System Integration
Tally, WhatsApp, payment gateways, GST portals and your own apps sharing one set of numbers.
Learn moreTraining and Adoption
Training and adoption covers the work that follows a software launch. Each role is trained on its own tasks, support is present on the floor at go-live, and records are reviewed afterwards to find which steps are being skipped and why.
Learn moreCybersecurity and Application Security
Logins, roles, backups and data exposure checked, so a staff exit or a lost phone is not a crisis.
Learn moreQuestions legal services businesses ask.
Is there a single product for all these practices?
No. General law firms and IP firms share a case management product, personal injury firms have their own, and tax consultants and accountancy firms use a practice management product. Company secretarial practices get a build made to order around their filing calendars.
Does it give legal or tax advice?
No. It records matters, documents, dates and billing for the professionals who give advice. The judgement and its consequences stay with them.
Can it connect to a court, registry or tax portal?
Not on its own. Each authority has its own filing method and format, so any link is scoped per jurisdiction and per portal, and offered only where the portal allows it. Filed copies and acknowledgements can still be stored against the matter.
Who can open a matter?
Only the people you assign, by role and by matter. A paralegal may see documents and tasks, while billing rates stay with partners and accounts. Every opening and change is logged against the person who made it.
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