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 keeps its documents, deadlines, hours and invoices on one record, 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 work from 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 daily hearing list, paper files in cabinets 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 together. Anyone covering the case can open it and see where it stands.
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. Docket rules, renewal reminders and client matter views are shaped to the way your attorneys file and follow up. 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 registry due dates in a spreadsheet, keep signature tokens in a drawer and chase documents on WhatsApp, so filings bunch up around year end. A compliance calendar and a workspace per company record every annual and event-based form due, every document asked for and every reminder sent. Each receipt goes back to its filing.
Learn moreTax consultants
Tax consultants file income tax and indirect tax returns from portal logins and a client register, and every season the same chase for papers begins again. Papers arrive as photos. Fees arrive even later. The tracker holds each client’s tax numbers, documents, filing status, notices and fees, from the first reminder of the season to the last unpaid invoice.
Learn moreChartered accountant firms
Chartered accountant firms run indirect tax, withholding, income tax, company filings and audit work on accounting software, government portals and a spreadsheet tracker, with client documents arriving by chat and email. 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 lawyers 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 loaded result against known totals. Both systems then run side by side before cutover. Originals stay untouched.
Learn moreAPI and System Integration
Accounting software, WhatsApp, payment gateways, tax portals and your own apps sharing one set of numbers.
Learn moreTraining and Adoption
Adoption work starts after launch. Each role is trained at its own screen on its own tasks, such as billing returns, goods receipts or closing job cards. Support stands on the floor at go-live. Afterwards the records are reviewed to find which steps staff skip, which fields stay blank and why the stores or field team still reach for a notebook. Share your requirements and we will plan it with you.
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 moreWritten for legal services.
Practical notes on running the business, not product marketing.
Matter Opening Checklist for a New Law Firm Client
A day-one checklist for opening a matter at a law firm: conflict check, engagement letter, folder structure, deadlines and billing terms, in the right order.
Learn moreCase Management Software for a Small Law Firm: What to Ask Vendors
Questions a small law firm should put to case management vendors: matter records, role access, trust accounting, document storage and getting your data out.
Learn moreWhy Court Deadlines Fail When They Live in Personal Calendars
How limitation dates, hearing dates and filing windows get lost across lawyers’ own calendars, and how one shared matter calendar closes the gap.
Learn moreWhy Lawyers Record Time Late and How to Stop the Leakage
Why fee earners reconstruct time at month end, how that creates unbilled drafts and write-offs, and how logging time against the matter changes it.
Learn moreMore guides on this page’s topic
- Personal Injury Case File Checklist From Intake to Settlement
- Client Ledger Mismatches: Tracking Client Money Without a Side Sheet
- Company Secretary Compliance Calendar Setup for Multiple Clients
- Ready Made Practice Software or a Custom Build for Your Firm
- Cloud vs Desktop Practice Management for Accountancy Firms
- Billable Hour vs Fixed Fee vs Contingency: How Each Is Tracked
- What Is Matter Based Document Management in a Law Firm
- IP Docketing Terms: Priority, Office Action and Renewal Dates
Questions 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.
Tell us how your business runs today.
A few lines on your spreadsheets, software and WhatsApp groups is enough. We reply the same working day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements