Legal and Professional Services
Multi-branch Law Firms
Legal practices across multiple offices needing branch-level control with firm-wide consolidation.
Also covers: Multi-office Legal Firm · Regional Law Firm · Branch Practice
About this industry
Once a practice spans offices, the problem becomes control without central bottlenecks. Each branch handles its own matters and clients, but the firm needs consolidated reporting, consistent processes and access rules that prevent one branch seeing another's confidential matters.
Common operational problems
- Branch data must be separated but still consolidate for the firm
- Client confidentiality requires access control between offices
- Process consistency varies as each branch develops habits
- Consolidated financial reporting requires manual assembly
- Staff transfers between branches complicate access and payroll
Example workflows
Branch-based access control over matters and clients
Branch-wise and consolidated financial reporting
Standard matter types and stages across branches
Branch payroll with firm-level consolidation
Firm-wide diary visibility for partners
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.
- Branch hierarchy with consolidated reporting
- Inter-branch matter referral tracking
- Firm-wide compliance and audit reporting
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
Dashboards, Reports and Business Intelligence
Role-based dashboards that answer the question each person actually has.
- Role-based dashboards showing what each role needs
- KPI tracking with trends over time
- Drill-down from summary to source records
- Custom report filters
- Export to Excel and CSV
Integration opportunities
Connections that commonly matter in this industry. Each carries its own honest status.
Talk to us about multi-branch law firms
Describe how your business runs today. We will be straightforward about whether a ready product fits or whether it needs building around.