England & Wales’s established legal suites — some serving firms since 1979 — earned their place with deep accounting heritage. SolicitorOS competes on a different premise: you shouldn’t need a sales call to see the price, or a scheduled demo to try the product.
Not a feature list — a different relationship with the buyer. Every claim below about SolicitorOS is verifiable on this site in the next five minutes.
“Not advertised” reflects each vendor’s own public website as at July 2026. Where an established suite is strong — notably accounting depth — we say so. Verify anything that matters to your firm directly with the vendor.
Ready to plan the move? Read the step-by-step migration guide: what to export, what the importer takes, and the month-end cutover.
You don’t migrate a decade of history on day one — you start running new work in a clean system, then bring history across as needed. Worried about month-end? Show your bookkeeper this page.
Clients and matters as CSV — every established suite can produce these, and your bookkeeper has done it before.
The built-in importer maps your columns to clients and matters. Open balances are captured as opening entries.
Keep the old system read-only for reference while the firm works in SolicitorOS. Cancel the old contract when nobody has opened it in a fortnight.
Asked by real firms deciding whether to move. Each one is a plain yes, with where to find it.
Yes. Generate a client portal link, WhatsApp or email it, and the client uploads each document against its checklist item from their phone. Documents they emailed you are filed against the item with one click.
Yes. File notes on the matter record what happened, by whom and when, and create no billing entry. Press “Bill this” on a note only if you decide to charge it.
Yes, including Solo Solicitor: fee earners, debtors ageing, work in progress, revenue, profitability and intake. Every table sorts by any column.
Yes. Set your prefix and format — EG/00001, ABC-2026-0001, whatever your files already say — and the next number, so numbering continues from your current file.
Yes. Set the next invoice number and the format once; a number already issued is never repeated.
Clients, matters and unbilled time from CSV; documents as a zip; open debtor and client balances as opening entries. Run both side by side for a month if you like.
Yes, at any time: a complete export of clients, matters, invoices, client account entries and documents, yours to keep. No lock-in.
Yes. Upload your letterhead and your own document templates; merge fields fill client and matter details.
Yes, with their own permissions — the bookkeeper sees the books and the client ledger, the secretary the diary and documents, and nobody sees what they should not.
Yes. Install it from the browser; log time by speaking, photograph documents straight onto the file, and answer clients on WhatsApp from the record.
Import ten real matters this weekend and judge for yourself — free for 7 days, no card, no sales call, and your data exports back out if we don’t earn the switch.
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