Practice management
Run your matters on one ledger.
End-to-end matter management with automated billing, time capture, financial analytics, and a pipeline view. Every minute, every matter, every invoice, in one place.
60%
Less time on admin
100%
Of billable time captured
24/7
Deadline monitoring with alerts
Multi
Currency & jurisdiction-native
Capabilities
What’s inside.
Matter records
Every case file with status, deadlines, assigned counsel, custom fields, and a full audit history.
Document management
Centralised matter documents with version history, secure sharing, and audit trail.
Time capture
Billable time captured automatically as your team works: research, calls, and drafting.
Invoicing
Generate matter-driven invoices, track payments, and manage retainers without leaving the workspace.
Calendar and deadlines
Court dates, hearings, and statutory deadlines on one shared calendar, with reminders.
Tasks
Assign and track tasks with priority, due dates, and automatic escalation.
Analytics
Pipeline view, revenue dashboards, partner-level breakdowns, and matter-level profitability.
Audit logs
Every action on every matter: date-stamped, user-attributed, exportable.
In depth
A closer look.
Billing
Capture every billable minute, without ceremony.
Time tracking runs in the background of the work itself. Research is timed against the matter. Calls are logged from the call screen. Drafting is timed against the document.
- Automatic timers per activity, editable before invoicing
- Retainer balances and trust accounts reconciled in real time
- Multi-currency invoicing with jurisdiction-aware tax
Insight
Live revenue, live pipeline.
Stop waiting for the end-of-month spreadsheet. The dashboard shows revenue, WIP, collected, outstanding, and pipeline at any moment, sliced by practice area, partner, or client.
FAQ
Questions, addressed.
Can I migrate my existing matters?
Yes. We import from CSV, Excel, and most common practice management exports during onboarding.
Does billing handle trust accounts?
Yes. Retainers and trust balances are reconciled in real time and segregated from operating funds.
How are deadlines monitored?
Statutory and court deadlines are tracked against each matter with configurable reminder cadences and escalation alerts.
Can I run reports per partner or area?
Yes. Every dashboard accepts filters on partner, practice area, client, and matter type, and exports to PDF or CSV.
Lifecycle
What happens to a matter, from open to paid.
A matter is not a folder. It is a sequence of events that each have to be recorded, and most practice management systems only catch the ones somebody remembers to type in. Here is what the system records on its own.
| Stage | What the system does | What you no longer do by hand |
|---|---|---|
| Enquiry | Captures the prospect against a pipeline stage with custom fields | Re-keying the enquiry into a matter when it converts |
| Open | Creates the file, parties, responsible counsel and the deadline set | Copying client details across systems |
| In progress | Times research, calls and drafting against the matter as they happen | Reconstructing the week from memory on a Friday afternoon |
| Documents | Files every draft and version against the matter with an audit trail | Hunting for the current version in an email chain |
| Deadlines | Monitors court and statutory dates with escalating reminders | Keeping the critical dates in a personal diary |
| Billing | Turns captured time into an invoice in the client’s currency | Assembling a narrative from scratch at month end |
| Payment | Reconciles against retainer and trust balances | Chasing which invoice a transfer belonged to |
| Close | Leaves the full history intact and exportable | Explaining, two years later, who did what and when |
Documents carry their own permissions, the way a shared drive does. A document or folder can be granted to a person, a role, a department, the whole workspace or an external guest, at viewer, commenter, editor or manager level, and any grant can be set to expire.
Keep reading
Related reading.
See it against your matters.
Get started in minutes, or book a demo and we’ll run it on your firm’s real work.