Software for Legal Practices

Every case, every deadline, tracked without exception.

We build the platform legal practices use to manage cases, intake clients, and bill accurately — without a filing deadline lost in a paper file.

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Our collective impact to date

30+Practices deployed
$8MBilled matters tracked in 2025
4 daysAverage setup time
98%Practice retention

A deadline missed is a case put at risk.

Most practices run case files on paper, deadlines in a desk calendar, and billing from memory. We consolidate it into one system built around how a practice actually manages a matter.

Legal professionals reviewing and signing a contract

Active Matters Tracked

214

The Missed Deadline

A statute of limitations doesn't send a reminder.

A filing deadline penciled onto a paper calendar is one busy week away from being missed entirely — and in litigation, a missed deadline isn't a scheduling error, it's malpractice exposure.

The Case File

Case Management

Every matter, document, and deadline tracked in one file.

Client Intake

New client screening and conflict checks handled digitally.

Document Automation

Filings and templates generated from case data automatically.

Deadline & Calendaring

Statute of limitations and filing deadlines tracked with alerts.

Billing & Trust Accounting

Time entries, invoices, and trust accounts reconciled accurately.

Client Portal

Clients check case status and documents securely, on their own.

Filing Types Differ

An immigration filing and a custody case don't share a deadline pattern.

Family & Estate Practices

Practices that need document automation for recurring filing types.

Immigration Law Firms

Firms with high case volume that need intake and status tracking automated.

Litigation & Civil Practices

Firms with tight filing deadlines that need calendaring built into every matter.

Deployments

Practices Tracking Every Deadline

Cutler Bay Family Law Group

Deadline tracking eliminated a recurring missed-filing risk.

Palmetto Bay Immigration Law

Client intake cut new-case onboarding time in half.

Southbay Estate Planning Law

Trust accounting resolved a recurring reconciliation gap.

"I used to track filing deadlines on a paper calendar taped to my desk. Now every deadline is flagged automatically, weeks in advance."

— Managing Attorney, Cutler Bay, FL

Attorney To Attorney

What does a managing partner actually want to know first?

A deadline flags itself weeks out, not the morning of

Statute and filing deadlines calculate automatically off the matter type, not a paralegal's memory.

One build cost across every associate's seat

Bringing on another attorney doesn't add a recurring per-seat license on top.

Built for IOLTA compliance

Trust accounting follows standard compliance requirements from day one.

A bar-audit question gets answered same-day

Not a ticket queue — the person who configured your trust accounting picks up.

Process

From intake to your first filing

01

Discovery Call

We map your current case and deadline workflow.

02

Configuration

Your practice areas and billing rates set up to match your firm.

03

Migration

Existing case files and client records imported without data loss.

04

Go Live

You're running your full practice from one system, with support on call.

Nothing To Re-File

Your e-filing portal and trust bank stay exactly where they are.

Court E-Filing Systems E-Signature Payment Processors Calendar Sync Accounting Software
FAQ

What partners tend to ask first.

Do you work with solo practitioners?

Yes. Most of our deployments start with a single attorney and scale as the practice adds associates.

Can this handle trust accounting compliance?

Yes — trust account reconciliation follows standard IOLTA compliance requirements.

What does onboarding involve?

A discovery call, configuration of your practice areas, and a guided migration of active cases.

Can clients see their case status online?

Yes — the client portal shows document status and updates without a phone call to the office.

Does document automation cover our filing templates?

Yes — templates are configured to your practice's specific filings during setup.

Is client and case data secure?

Yes — case files, documents, and billing data are encrypted in transit and at rest.

Ready to stop tracking deadlines by hand?

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