Legal and Professional Services
Law Firms
Multi-advocate practices coordinating matters, staff, documents and firm finance.
Also covers: Legal Firm · Law Office · Legal Practice · Chambers
About this industry
A firm adds coordination problems a solo practice does not have. Matters are assigned across advocates, juniors need supervised access, staff attendance and payroll become real administration, and the partners need a firm-wide view of what is running and what is billed.
Common operational problems
- Matter assignment and workload across advocates is not visible
- Junior staff need access to some matters but not others
- Firm-wide financial position requires assembling several sources
- Document versions proliferate when several people work on one matter
- Staff attendance and payroll are managed separately from practice work
Example workflows
Matter assignment with role-based access
Firm-wide diary across all advocates
Document management with categories and access control
Client-wise income and matter-wise billing
Staff attendance, leave and payroll
Needs no product covers yet
On RequestWhere a ready product does not reach far enough, these are the needs this industry raises most often. We do not build to order; telling us which of these you need is what shapes what we build next.
- Matter allocation and workload reporting
- Partner dashboards on firm performance
- Time recording against matters
Recommended solutions
The capabilities that matter most in this industry, the features inside each, and which product delivers it.
Legal Practice and Case Management
Matters, hearings, documents and firm finance in one place, built around how a practice actually runs.
- Matters and cases with stages and status
- Hearing schedules with automated reminders
- Court, judge and jurisdiction details
- Case timelines and filing register
- Client records and communication history
- Legal document templates generated from matter data
- Time, billing and firm finance
Sales and CRM
Track enquiries from first contact to closed order, with follow-ups that actually happen.
- Lead and enquiry capture from multiple sources
- Customer database with full communication history
- Quotations and estimates that convert to orders without re-entry
- Scheduled follow-ups with reminders and ownership
- Sales pipeline by stage, value and owner
- Campaigns and bulk customer communication
Billing and Accounting
Invoices, payments, expenses and ledgers that stay in agreement without a month-end rebuild.
- GST-ready invoices with multiple formats and print sizes
- Customer and supplier ledgers with running balances
- Receivables and payables with ageing
- Cash and bank accounts with payment tracking
- Expense recording and categorisation
- Cash book and business reports including profit insights
HR, Attendance and Payroll
Attendance that feeds payroll directly, so salary calculation stops being a monthly spreadsheet exercise.
- Employee records and directory
- Attendance capture with shift and weekly-off configuration
- Leave types, balances and approval
- Salary structure setup with components
- Pro-rata payroll based on actual attendance
- Advances, loans and deductions tracked against the employee
Calendar and Scheduling
One shared view of everything with a date attached — appointments, deadlines, hearings and holidays.
- Shared team calendars
- Appointments and bookings
- Deadline and due-date tracking
- Holiday calendars and working-day configuration
- Reminders ahead of commitments
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about law firms
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.