United Kingdom
Legal software for UK firms.
Matter management, time recording, and client account record-keeping for solicitors, with AI research over UK case law and legislation and drafting inside Microsoft Word. One platform instead of a practice management seat plus a research subscription plus an AI tool.
For UK practice
Built around how solicitors work.
UK legal research
Reported judgments, legislation, and practice directions, synthesised into answers with linked citations.
Client account records
Client money held and reported separately from office money, reconciled in real time with an exportable audit trail.
Matters and deadlines
Configurable matter types for litigation, conveyancing, private client, and commercial work, with limitation dates monitored.
UK GDPR and data
A data processing agreement, a published subprocessor list, and client data never used to train third-party models.
By practice area
How UK firms set it up.
A conveyancing file and a commercial dispute have almost nothing in common except that both are matters. Matter types are configurable, each with its own stages, custom fields, and required documents, so the file reflects the work rather than a generic template.
- Residential conveyancing. Exchange and completion dates, searches, mortgage offer expiry, and SDLT deadlines as tracked dates, with the file’s document checklist enforced at opening.
- Private client and probate. Long-running matters with asset schedules, beneficiary records, and periods measured in years rather than weeks, where continuity of file notes matters more than speed.
- Family. Hearing dates, directions, and disclosure deadlines, with a client portal that reduces the volume of update calls on emotionally heavy matters.
- Employment and commercial litigation. Tribunal and court deadlines, bundle preparation, and bulk document review across disclosure.
- Corporate and commercial. Transaction document sets reviewed as a grid rather than one file at a time. See automated contract analysis.
In depth
The parts a UK firm gets asked about.
Client money
Records your COFA can actually produce.
Client money is held and reported separately from office money, every movement is date-stamped and attributed to a named user, and the full ledger exports for the annual accountant’s report. Reconciliation is continuous rather than a month-end scramble, which means a discrepancy surfaces when it happens instead of five weeks later.
Compliance with the SRA Accounts Rules remains the firm’s responsibility and its COFA’s. What software can do is make the evidence complete and quick to produce, which is most of the pain in practice.
File opening
Conflicts and client due diligence, done the same way every time.
File opening, conflict checking, client care letters, and identity and source-of-funds records are configurable process steps with required fields, required documents, and named owners. A matter cannot progress past a step that has not been completed, so the file that reaches a compliance review looks the same whoever opened it.
The platform records and enforces your firm’s own procedure. It does not perform identity verification or screening itself, and firms keep their existing providers for that.
Supervision
Evidence of supervision, not assertions of it.
Every matter carries a supervising fee earner, tasks have named owners and due dates, and a deadline nobody has actioned escalates rather than expiring quietly. Supervision that happens in a corridor leaves no trace; supervision recorded against the file can be evidenced when it is questioned. See solicitor practice management.
Moving over
What a migration actually involves.
Firms rarely delay a change of system because they doubt the new one. They delay because nobody wants to be the person who broke the client ledger in March. A realistic sequence:
- Export and import the records. Clients, contacts, and open matters come across from CSV or Excel, which every major UK practice management system produces.
- Rebuild matter types and custom fields to match how the firm already categorises work, rather than adopting someone else’s taxonomy.
- Set permission policies per role, with overrides for the people whose access does not match their job title.
- Run one practice area in parallel for a few weeks before moving the rest. Conveyancing or employment work well because the matter lifecycle is short enough to see a complete file.
- Move the ledger last, at a period end, once everything else is settled.
Explore
For your kind of practice.
- Legal practice management software UK: matters, time, billing, and client account.
- Solicitor practice management: built around the SRA’s record-keeping expectations.
- AI legal research: how the research engine is grounded.
- Word add-in: drafting and redlines where the work happens.
- Law firm billing software: time capture, invoicing, and profitability.
FAQ
Questions, addressed.
Is ModulawAI suitable for UK solicitors?
Yes. It covers matter management, time recording, billing, and the separation and reconciliation of client money from office money, and its research engine covers UK reported judgments, legislation, and practice directions. Firms remain responsible for their own compliance with the SRA Standards and Regulations; the platform is built to support the record-keeping and audit trail that review requires.
Does it cover English and Scottish law?
UK coverage includes reported judgments and legislation. Where a question turns on a jurisdictional distinction within the UK, the answer names the authority it relies on so you can confirm its application. Scottish firms should test the coverage against their own work before committing.
How does it handle the client account?
Client money is held and reported separately from office money and reconciled continuously, with every movement date-stamped, attributed and exportable for the annual accountant’s report. Responsibility under the SRA Accounts Rules stays with the firm and its COFA.
Does it do AML and identity checks?
No. It records and enforces your firm’s own client due diligence procedure as required process steps with required documents and an audit trail, so the file is complete and consistent. Identity verification and screening stay with your existing provider.
Can we bill in sterling?
Yes. Invoicing is multi-currency with jurisdiction-aware tax, so sterling billing for UK clients and other currencies for international work sit on the same matter list.
Where is our data held, and is it used to train AI?
Data is encrypted in transit and at rest and segregated per workspace, and it is never used to train third-party models. A data processing agreement and a published subprocessor list are available: see the DPA and subprocessors.
How long does it take to move across?
Small firms are typically working in the platform within days. Firms migrating data, rebuilding matter types, and setting permission policies usually plan two to four weeks, and most run one practice area in parallel before moving everything.
Try it on a UK matter.
Book a demo and see it on your own matters.