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Industry

Software built for legal businesses.

Intake by phone, documents drafted from the last matter and clients calling for status. We build client intake and case portals, document automation and billing that respects trust accounting rules.

Built forLaw firms and legal service providers.
Fixed priceQuoted before we start
You own itCode and data
Morgan & Reyes LLPActive matters · 64
New intakes11+3
Documents generated38
Trust balance$212K
Intake · D. AlvarezConflict check passed
New matter·
Matter 2024-118Motion drafted · review
In review·
Invoice #5521Paid online · operating
Paid$3,750
Retainer · ChenDeposited to trust
Trust$5,000
What usually breaks

The problems we hear from legal owners.

Intake by phone

Conflicts checks and details captured inconsistently.

Manual drafting

Documents assembled by copy and paste.

Status calls

Clients call because they cannot see progress.

What we build

Three builds we do again and again for legal.

Each one is a fixed-price project with weekly working builds, or part of a larger system that connects all three.

01

Client intake and case portal

Online intake, conflict checks and a portal showing case status and documents.

02

Document automation

Templates that assemble documents from case data.

03

Trust-safe billing and payments

Invoices and online payments that keep operating and trust funds separate.

1Client intake online
2Documents generated
3Invoice paid, trust handled
Before and after

A day in the office, with and without the system.

The same business, the same people, a different Tuesday. Flip the switch to compare.

FixedPrice agreed before we start
WeeklyWorking builds you can try

Legal operations

    Questions

    Things legal clients ask.

    Is it compliant with trust accounting rules?

    Yes. Trust and operating funds are separated, with ledgers and reports designed for bar compliance.

    Can it integrate with Clio or our practice software?

    Yes where APIs exist. We sync matters, contacts and billing.

    Is client data secure?

    Encryption, MFA, role-based access and audit logs are standard.

    Run your legal business on one system.

    Tell us the tools you use today and what they cost. We will show you what one product would look like and what it would save.