One system from first call to final invoice.
Intake in one tool, conflicts in another, time in a third, and documents somewhere else. We build one custom platform around how your firm runs matters, so every step shares the same client record.
Every handoff, in one place.
Firms lose time and revenue at the handoffs between tools. In one platform, each step starts where the last one ended.
- 1
Intake
Web and phone inquiries captured once, with the details that matter for your practice areas.
- 2
Conflict check
Searched against every client, matter, and related party already in the system, not a separate list.
- 3
Engagement
Engagement letters generated from the intake record and tracked until signed.
- 4
Matter
The matter opens with its client, parties, deadlines, and documents already attached.
- 5
Time
Time captured against the matter as work happens, from desktop or phone.
- 6
Billing & trust
Invoices built from recorded time and expenses, with retainer and trust balances visible per client and matter.
- 7
Documents
Pleadings, correspondence, and versions stored with the matter under the right access controls.
- 8
Reporting
Work in progress, billed vs collected, and workload by attorney, without assembling spreadsheets.
When a standard setup stops fitting.
Practice management software such as Clio, MyCase, or PracticePanther works well for many firms. The friction usually starts when the firm adds a CRM for intake, spreadsheets for reporting, and shared drives for documents, and staff become the integration between them.
The signs are familiar: the same client typed into three systems, time recorded late or not at all, conflict checks run against an incomplete list, and partners waiting on someone to assemble a report. A custom platform removes the gaps rather than adding another connector.
For the full workflow, read law firm intake to billing in one system, or see how we work with professional services firms more broadly.
Questions law firms ask us.
Is this a replacement for Clio, MyCase, or PracticePanther?
It can be. Those are capable products that many firms run well. Firms come to us when their practice has outgrown a standard setup and they’re stitching a practice management tool together with a CRM, spreadsheets, and document storage. We build one platform around how your firm runs instead.
Can it handle trust accounting?
We build retainer and trust balances into the client and matter record so attorneys and staff see them where they work. Trust accounting rules vary by state, so we scope the exact requirements, reports, and reconciliation process with you and your bookkeeper before we build.
Can we keep our accounting software?
Yes. Many firms keep their general ledger or accounting system. We connect it to the platform so billing and payment data flows through without re-entry.
How do you handle confidentiality and access?
Access is set by role and by matter from the start, so people see the matters they should and nothing depends on who shared which folder.
How long does it take to move the firm over?
One office is typically live in four to six weeks, including moving your client and matter data and training your team.
What does it cost?
$497/mo for one office, $1,497/mo for up to three, and from $2,997/mo for larger firms, month-to-month with no lock-in. Pricing is per plan, not per seat, and migration, onboarding, and training are included.
A 20-minute intro call.
Bring the list of tools your team logs into. We’ll tell you honestly whether one platform makes sense for your business, and what it would take if it does.