Matter management
Open, staff, budget and close matters, with documents, deadlines and correspondence held against the matter.
A practice management system that takes the finance seriously. Matters, time, trust accounting, billing and profitability in one platform, so partners can see the health of the firm without waiting for month end.
Open, staff, budget and close matters, with documents, deadlines and correspondence held against the matter.
Capture time where the work happens, with narratives, write ups and write downs handled under supervision.
Client money kept properly separate, with reconciliation and controls appropriate to a regulated practice.
Hourly, fixed fee, capped, contingency or blended rates, plus e-billing formats clients require.
Realisation, write off and effective rate by matter, client and fee earner, computed from postings not estimates.
Structured intake with conflict and risk checks recorded before work begins.
Practice and finance in one place, so the partners' report does not need a spreadsheet to assemble.
Client money handling, audit trails and supervision are part of the workflow, not bolted on.
Fee earners and staff licensed individually, which suits a firm that grows one hire at a time.
Every application runs on the same platform, so finance, people and operations share one set of records. Book a walkthrough and we will load a slice of your data.
Inside the product
Captured from the live demo, loaded with a modelled business rather than a handful of sample rows.


