Industries
Law practices
New matters start with intake forms and conflict checks, and end with time to capture and trust accounts to reconcile.
Typical work
What is often still done by hand.
These come up again and again in this kind of business. Every business does them its own way, so the conversation starts with how yours does them.
- Intake. New client details collected once and filed to a new matter.
- Conflict checks. New names checked against past clients and parties before anyone is engaged.
- Time capture. Time recorded against the right matter from work already done, ready for a lawyer to review.
- Trust accounting reconciliation. Trust account activity matched to client ledgers, with any difference shown to a person.
Any of these can become a module: an application that does the work on its own, reached through the same chat box as everything else your business runs on. Money moves only when a person says yes.
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In chat, with no login and no sales call. A written brief follows within two business days.
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