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Industries · Legal

We help law firms run smarter by…

running conflict checks before the matter opens...

Matter tracking and conflict checks that give attorneys their billable hours back.

Talk to an engineer See what we fix for law firms

What we solve

  • IntakeConflict checks run up front
  • DeadlinesStatutes tracked with reminders
  • DocumentsFiled against the matter
  • Time entryCaptured as it happens
  • Trust ledgerReconciled three ways

Your attorneys do the work. The admin eats the hours.

When intake, deadlines, documents, and time live in different places, hours slip off the invoice. We build one system around the matter.

  1. Rebuilt at month endConflict checks run by hand, a bit differently each time

    Built around the matterConflicts checked automatically at intake

  2. Rebuilt at month endStatutes and deadlines kept in a spreadsheet

    Built around the matterDeadlines tracked with escalating reminders

  3. Rebuilt at month endDocuments spread across drives, email, and case files

    Built around the matterEvery document filed against its matter

  4. Rebuilt at month endTime rebuilt from memory at the end of the month

    Built around the matterTime captured as it happens, sent to billing

  5. Rebuilt at month endTrust reconciliation done by hand

    Built around the matterTrust accounting reconciled three ways

  6. Rebuilt at month endClient calls and emails not logged anywhere central

    Built around the matterClient portal with secure messaging and status

From kickoff to go‑live

Five phases. How long it takes depends on how many of these systems you need and how your jobs run today.

  1. 01 Discovery Map how a matter moves, intake to close
  2. 02 Design Intake, conflicts, deadlines, billing
  3. 03 Build Automation, reminders, client portal
  4. 04 Data migration Matters and documents moved, organized
  5. 05 Training and go-live Attorneys and staff trained, then live

Who we build for

Built for

  • Firms losing billable hours to admin and rebuilt time entries
  • Practices tracking statutes and deadlines in spreadsheets
  • Firms reconciling trust accounts by hand today
  • Partners who want intake, matters, and billing in one place

Not a fit

  • Firms that want the cheapest setup and no process work
  • Firms looking for an app to install, not a system built around their matters

In the client's own words

30% increase in closing rate
Client resultCustom automated billing and quoting system

“I tried Zoho support and two other Zoho partners and I was getting nowhere.”

Billing no longer enters unique payment plans by hand.

Sales organizationRead the case studies →

Legal done right

  • Client intake and conflicts Intake runs a conflict-of-interest check before the matter opens.
  • Deadline and statute tracking Statutes and deadlines tracked with reminders and escalations, not someone's memory.
  • Matter-based documents Documents, emails, and deadlines filed against the matter they belong to.
  • Real-time time tracking Time captured as the work happens and sent straight to billing and invoicing.
  • Trust accounting automation Three-way reconciliation that runs automatically instead of by hand.
  • Client portal Secure messaging and case status, with every client message logged.

What changes for your business

  • Billable time Hours captured automatically instead of reconstructed.
  • No missed deadlines Statutes and dates tracked with automated alerts.
  • Faster intake Conflict checks and onboarding handled in one flow.
  • Compliance Trust accounting reconciled and audit-safe.

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Is the software the problem, or the way it was set up?

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  • You own what we build
  • No surprise billing
  • Written scope first
  • Every hour itemized
  • NDA from day one

Legal, answered

Yes. Intake runs the conflict check before the matter opens, and every document, email, and deadline is then anchored to that matter. Nobody has to remember to run it.

Each statute and deadline is tracked against its matter, with automated reminders that escalate if nobody acts. The date stops depending on someone remembering it.

We don't ask lawyers to be more disciplined. Time is captured as the work happens and flows straight to billing, so nobody rebuilds it at the end of the month.

Yes. We automate trust accounting with three-way reconciliation, so reconciliation runs on its own instead of by hand.

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