Practice
Client management
Keep client information, contacts and history organised so the team can find the context behind the work.
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Practice
Matter management
Track legal matters, deadlines and progress from a dedicated practice workspace.
Explore modulePractice
Tasks
Use a dedicated task area to organise the work that keeps matters moving.
Explore modulePractice
Calendar
Schedule appointments, court dates and events alongside day-to-day practice operations.
Explore modulePractice
Documents
Bring document management into the same operating environment as client and matter work.
Explore moduleFinance
Billing
Access billing within the practice platform instead of treating it as a disconnected administrative task.
Explore moduleFinance
Accounting
An accounting workspace sits alongside the operational modules, giving finance teams a clear entry point for their work.
Explore moduleFinance
Banking
Access the platform’s banking area alongside billing, accounting and debtor management.
Explore moduleFinance
Debtors
Manage collection records for debtors associated with instructing clients, separately from the firm’s own fee invoices.
Explore moduleOversight
KYC verification
LegalCRM includes a dedicated KYC verification area for the practice’s client-verification work.
Explore moduleOversight
Compliance
Dedicated views bring obligations, documents, risks and deadlines into one compliance workspace.
Explore moduleOversight
Reports
A dedicated reporting area provides a place to review practice information and discuss operational priorities.
Explore moduleTeam
Departments
Organise the firm’s departments within a dedicated administration area.
Explore moduleTeam
Users
Access user administration from the same workspace used to oversee the practice.
Explore moduleTeam
Attorney assignments
Use the dedicated attorney-assignment area to support clear responsibility within the practice.
Explore moduleOversight
Dashboard
Review active matters, total clients, pending tasks and upcoming deadlines from the dashboard.
Explore moduleOversight
Compliance templates
Preview reusable compliance checklists and connect them to a client or the practice register.
Explore moduleTeam
Settings
Review firm details, configuration areas and sample preferences before planning your rollout.
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Prepare a demo enquiry See how it fits your firm.
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