Real screens, not slides.
Straight from the demo workspace every trial opens with.
Run the firm
Clients, matters, documents, tasks and the research library, connected around the file.
Clients, MLR 2017 & UK GDPR
Client profiles with CDD status, UK GDPR consent, contact details and every linked matter in one place.
Matter workspace
Status, next action, deadlines, opposing party, tasks, diary, documents, billing and trust — on one screen.
Secure documents
Private, permission-checked document storage linked to clients and matters — never the public web root.
Sign by email link
Send any document to any signer. They confirm a one-time code, read it, type or draw a signature; you get a certificate with the file fingerprint, a public verification page and a webhook. Clients can also sign in the portal.
API and webhooks
Read and write clients, matters, time, invoices and payments from your own systems with a bearer token, and be told the moment something changes. Documented at /developers, minted in Settings.
Tasks & diary
Assign and track work; court dates and deadlines with calendar feeds for Google, Outlook and Apple.
Legal research
A curated library of the statutes and leading cases the practice relies on, linked to legislation.gov.uk and BAILII, plus saved authorities per matter.
SolicitorOS AI
Guided, solicitor-reviewed AI Actions for client emails, consultation prep, summaries and document review.
WhatsApp your clients
Send a secure invoice link or a matter update straight to a client’s WhatsApp — prefilled, reviewed by you, sent in one tap. Export a chat from the phone and file it onto the matter: every message dated, searchable and on the record.
Scan from your phone
A code from the matter page opens the camera on any phone: photograph the pages and they land on the matter as one dated PDF. No app, nothing to pair.
Matter health
Every open matter scored out of 100 on deadlines, limitation, activity, unbilled work, collections, trust and budget — worst first, with the reasons.
The firm hotlist
One page for everything hot: matters in trouble, deadlines missed or due within three days, limitation dates closing in, overdue tasks and money long overdue.
Court bundles
Tick the documents and the platform builds one PDF: an index that says where each starts, every page numbered through, a bookmark per document and the claim number on every page. Anything that cannot go in is named on the index.
File notes
Calls, attendances and discussions as dated notes on the matter, with no time entry unless you press Bill this.
Your own matter and invoice numbers
Keep the format you use today and carry on from your current file and last invoice, so nothing is renumbered when you move.
Time in one line
Type or dictate "Harper divorce, drafted the statement, 1h30 yesterday" and it becomes a time entry on the right matter, for you to check.
Two-way calendar sync
Court dates and appointments sync with Google or Outlook both ways, so a change in either place is a change in both.
Boards and automations
Typed columns, people, statuses and dates for the work that is not a matter, in table, card or calendar view, with recipes that act on their own.
Document templates
Build a letter, mandate or notice once with merge fields for the client, matter and firm, then generate it per matter in seconds.
Intake form and QR code
Share a link or a code and every enquiry arrives with its details captured; one click turns it into a client and a matter.
Client portal
Clients see their own matters, documents and invoices, and can pay online — every question it answers is a call your office does not take.
Counsel directory
The barristers you instruct, with each brief on its matter, fee notes rolled up per barrister and a statement of account in one click.
Video meetings, in here
Meet a client, counsel or the team from the matter: scheduled or by link, on the diary, with guests waiting in a lobby until you let them in. Audio and video go browser to browser and are never recorded by us.
Your website, from your workspace
A one-page site on your own address, built from what the workspace already holds: your people, your practice areas, your reviews and an enquiry form that opens a lead.
Keep the site you have
Already on WordPress? Install the plugin and the contact form on your own site opens a lead here, with the follow-up sequence behind it.
Win the work
Website forms and a leads pipeline
Build an enquiry form with your own questions and put one line on your website. Every submission is a lead on a board by stage, with an owner, a next follow-up, a value and a timeline of every call and message. Convert opens the client and the matter.
Follow-ups that happen
Write the sequence once — thank you now, a nudge tomorrow, a last note later — and every new enquiry gets it in your name until someone here reaches them. It stops the moment a person does.
Landing pages you build, we host
A page per campaign or practice area with your headline, image, reasons to instruct you, a client’s words, the questions people ask and one of your forms. Point an ad or a WhatsApp broadcast at it.
Analytics that know about your leads
One line on your site: visitors, what they read, where they came from, and how many became enquiries. No cookies and no addresses kept.
Social media from the firm
Write, schedule and publish to Facebook, Instagram and LinkedIn from a month calendar. Drag a post to another day, and take an idea from a library written for firms here.
Design studio
Branded images for posts, ads and WhatsApp statuses from words alone: your logo, your colour, five layouts, three sizes. The preview is the file.
Newsletters and review requests
Write once to every client who may be written to — consent granted, no request to stop — and ask for the review at the moment the matter lands. Every copy carries its own one-click stop.
Money
Time to fee note, the client ledger and professional billing, all VAT-aware and in rand.
Time tracking → invoice
Capture billable time against matters and turn unbilled WIP into a VAT-aware invoice in one click.
Client ledger
Receipts, payments, transfers, reversals and CSV export — built to support SRA Accounts Rules audit readiness.
Professional billing
VAT-aware invoices, payment recording and revenue reports — with your firm’s banking details built in. Retainers and fixed fees repeat on a schedule and can email themselves to the client.
Fee shorthand codes
Type T for a telephone call, E for an email, COURT for an appearance: the narrative and the time fill themselves in at your rate. Sixteen codes ship ready to rename.
Bill the correspondence
Copy any email to the matter’s filing address and it files itself onto the matter, where one click turns it into a fee dated the day it arrived.
Fee estimates and quotes
Send an estimate the client accepts online, with the costs information the Transparency Rules expect; an accepted quote becomes the matter’s budget, so the estimate and the bill are never strangers.
General ledger
Double-entry journals, a chart of accounts pre-seeded for an England & Wales firm, trial balance, income statement, balance sheet and cash flow.
Rule 7 interest
A fair sum in lieu of interest worked out per client ledger under your written policy, with the designated and general accounts kept apart and the de minimis recorded, not guessed.
Creditors, assets and budgets
Supplier bills and what is owed on them, a fixed-asset register that depreciates monthly, and budgets you can measure the firm against.
Bank reconciliation
Import the statement, match what matches, journal what does not, and sign the month off so the next person can see it was done.
Your accountant, without a seat
Invite your outside accountant to the books, the reports and the client account position and nothing else. They take no paid seat and see no client file.
Statements that send themselves
Give the client account its own address and let the bank email the statement to it. It arrives matched against the ledger, waiting for the bookkeeper to review — the same screen as an upload, without the upload.
Built for England & Wales risk
The instruments an England & Wales practice needs and imported software does not have.
The court-rules deadline engine
Pick what happened — the claim form served, an acknowledgment of service filed, directions given, permission to appeal refused — and every date that follows is worked out in clear days under CPR 2.8, with the rule it comes from, ready to diarise.
Limitation Register
Every open matter’s limitation date, soonest first — plus the untracked matters where the real risk hides.
Accountant’s Report Pack
Your Rule 12.2 exemption position, five-weekly reconciliation coverage, exceptions and dated CSV registers — the accountant’s file in one page.
Tribunal & limitation timelines
Three months less one day, Part 36, appeals, judicial review and the Limitation Act periods — proposed for review, each one click into the diary.
Probate Service ready
Probate registry and reference on every estate matter, with one-click links to MyHMCTS, Find a Will and the IHT forms — for you and for your client’s portal.
Accountant access links
Issue your reporting accountant a time-limited, read-only link to the report pack for the accounting period. No login, no paid seat, revocable at any moment.
Client due diligence
The MLR 2017 checklist per client — identity, beneficial owners, source of funds, PEP screening — with the firm-wide risk assessment date and ongoing monitoring on the compliance calendar.
The compliance calendar
Practising certificates, professional indemnity, SRA fees, the accountant’s report, five-weekly reconciliations, continuing competence and the AML risk assessment, in date order and emailed weekly.
Practice continuity
If you are unreachable, a nominated colleague can request emergency access; it is granted after a waiting period, announced, and written into the audit trail.
Sanctions and PEP screening
Every client checked against the UK, UN, OFAC and EU lists as they are opened, as client money moves and again whenever a list changes. A possible match is put in front of a person, with the decision recorded; it is never cleared by the software.
Payee checks before money leaves
Record how a payee’s bank details were confirmed — Confirmation of Payee, or a call to a number you already hold — and every electronic payment reads that record. Change the details and the check clears. Warn or refuse is your choice.
Company secretarial
For company clients: the confirmation statement reminded from the anniversary and due fourteen days after each review period, every Companies House filing with its reference and its steps, and the register of members.
Progress links and reports
A private page per buyer, seller, agent or lender that updates as the file moves, and a progress report on your letterhead for the ones who want it in writing.
The firm as an employer
The people side of the practice, kept in one place and shown only to those who manage it.
Leave and absence
Annual leave, sickness and other absence requested, approved and counted against each person’s entitlement, with the calendar the whole firm can see.
Recruitment
Vacancies, applicants and interviews tracked from advert to offer, with the paperwork a new starter needs on day one.
Employment documents
The written statement of particulars, contracts and policies generated from the record, with the dates that expire on the calendar.
Expense claims
Staff claim, a manager approves, and the money is paid from the bank or settled through the next payslip — and it shows in the creditors ageing either way.
People records
Contracts, documents that expire, probation and review dates, leave and training, with identity and banking details encrypted and shown only to those who manage them.
Peace of mind
The parts nobody thinks about until the day they matter.
Backups you can prove
A backup every night, a weekly job that restores it into a scratch database and compares the table counts, and an encrypted copy kept off the machine.
Two-factor and the audit trail
Authenticator sign-in with recovery codes, a firm setting that requires it, and a timestamped record of every privileged action.
Your data, exportable
Export everything the firm has put in, whenever you want it, and answer a data subject request from the same place.
Some capabilities depend on the plan. See what each one includes.