Modernise your case management, time recording, matter history, and compliance systems so your firm can manage legal work, deadlines, billing, and SRA obligations from a more reliable foundation.
Law firms rarely run on one clean platform. Most operate a mix of case management, document management, time recording, billing, accounts, and compliance tools layered up over years. These are the systems we commonly modernise.
Often bespoke Access Legal or VB6 databases, heavily customised Proclaim, or ageing LEAP, Tikit, DPS/Pilgrim, Osprey Approach, Clio, Actionstep, PracticeEvolve, or SOS Legal installs that no longer receive meaningful updates.
Precedent libraries, client correspondence, and court bundles, often still file-server-based with no version control or matter-level permissions.
Client ledger, office ledger, client money handling, and SRA Accounts Rules compliance, often reconciled through spreadsheets.
NMO workflows where conflict searches, risk assessments, and engagement terms depend on manual checks across separate systems.
Identity verification, source-of-funds checks, and sanctions screening — frequently bolted on through third-party tools without a clean audit trail.
Conveyancing and commercial property processes covering exchange, completion statements, undertakings, and post-completion submissions.
Limitation dates, court filing deadlines, exchange and completion dates — often tracked in diaries, Outlook reminders, or spreadsheets one person maintains.
Tools for sharing sensitive legal documents with clients, where they exist at all — often replaced by email attachments in practice.
Connections between case management, accounts (Sage, Xero), Land Registry, HMRC, court filing, and third-party search providers — usually fragile and poorly documented.
The system still runs daily matters well enough to avoid replacement, though every year it becomes harder to change, harder to audit, and more expensive to support.
Does any of this sound familiar?
Matter details in one system, correspondence in Outlook, documents on a shared drive, time records in another application, accounts in a fourth. Every time a partner needs the full picture on a matter, someone has to pull information from multiple places. Nothing is connected, and things get missed.
SRA Accounts Rules, client money reconciliations, AML checks, conflict searches, COLP/COFA reporting — all tracked manually or in spreadsheets. Every regulatory change means another bolt-on process. One mistake can trigger an SRA investigation.
Fee earners spending time on admin that should be automated: re-keying data, chasing document approvals, generating completion statements manually, reconciling client accounts. Every hour spent on admin is an hour not billed to a client.
Off-the-shelf legal platforms work well for some firms. But if your matter types, fee structures, or compliance workflows are specific to your practice areas — particularly in conveyancing, commercial property, or complex litigation — you end up paying for a system and then working around it. The spreadsheets come back.
Case histories, client ledgers, correspondence trails, precedent documents, fee records — this is the institutional knowledge of your firm. Any modernisation must preserve and migrate it completely, with full audit trails intact.
Limitation dates, court filing deadlines, exchange dates, completion dates — tracked in diaries, Outlook reminders, or a spreadsheet that one person maintains. Miss a limitation date and the firm faces a negligence claim. Tracking them shouldn't depend on memory.
We review your current systems, data, and workflows before any changes are made.
If the system can be improved safely, we modernise it in stages: time recording, billing, matter management, compliance, or reporting.
If the system is too outdated to extend, we recommend a rebuild while preserving key logic: SRA compliance, billing rules, conflict checks, and matter workflows.
We design around how your firm actually works.
The scope is broad enough to show how risk accumulates across systems, infrastructure, and day-to-day operating practices.
A single view of every matter: case status, deadlines, documents, correspondence, time, billing, and compliance — all in one place. New matter opening with built-in conflict checks and AML/KYC verification. Matter templates by practice area for consistent workflows.
Court deadlines, limitation dates, exchange and completion dates tracked automatically with escalation alerts. SRA Accounts Rules compliance built into client money workflows. COLP/COFA reporting, AML logs, and conflict records with full audit trails.
Time recording integrated with matter records and fee estimates. Live WIP visibility for partners — know what's billable across the firm. Bill production, disbursement tracking, and completion statements generated from system data.
Precedent library with version control and matter-linked storage. Court bundle generation, document assembly, and template automation. Secure client portal for document exchange — no more email attachments with sensitive legal files.
Client money and office money separation enforced by the system. Three-way reconciliation automated across client ledger, office ledger, and bank. Full audit trail on every transaction, every document, every access event.
Every modernised system includes internationalisation support, responsive design, CI/CD pipeline, authentication, role-based access control, test data framework, and a demo environment — supporting Cyber Essentials, ISO 27001, and Lexcel requirements.
Click any tile to take a closer look at the sectors we modernise.
Book a free 30-minute discovery call. We'll discuss your firm's systems, your pain points, and what a realistic modernisation path looks like — whether that's incremental modernisation or a fresh build.
