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Legal Practice & Case Management — A build-to-order ERPNext application for law firms and legal departments — track matters e — 1/1Illustrative preview

A build-to-order ERPNext application for law firms and legal departments

— track matters end to end, manage hearings and court dates, capture billable hours, and keep every case document in one place.

ECOSIRE builds it to your firm's workflow, then installs and supports it.

What is Legal Practice & Case Management?

A build-to-order ERPNext application for law firms and legal departments — track matters end to end, manage hearings and court dates, capture billable hours, and keep every case document in one place. ECOSIRE builds it to your firm's workflow, then installs and supports it. Built to order by ECOSIRE for ERPNext v15, v16 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Key Features

`Legal Matter` DocType with a Frappe Workflow driving intake → active → on-hold → closed transitions, linked to Customer and counsel
`Court Hearing` DocType capturing jurisdiction, court, hearing type, next date, and outcome, rendered on a Frappe Calendar view
Scheduler events in `hooks.py` that send configurable reminder notifications before each hearing and statutory deadline
Client script conflict detection that warns when a counsel is double-booked across two hearings on the same date
Per-matter and per-counsel billable-hour rate cards, captured through ERPNext `Timesheet` integration
Whitelisted server method that rolls approved, unbilled time entries into an ERPNext `Sales Invoice` per matter
Per-case document repository built on the Frappe File attachment layer with role-scoped visibility
`hooks.py` document events (`validate`, `before_save`, `on_submit`) that enforce status rules and stamp an audit trail
Role Profiles and permission rules separating partner, associate, paralegal, and billing access
Client and counsel (opposing party) management linked to native Customer and Contact records
`@frappe.whitelist()` REST endpoints for programmatic matter intake from a website form or client portal
Frappe Report / dashboard views for matter aging, upcoming hearings, and unbilled WIP by counsel
Deadline and limitation-period tracking with server-side date calculation and escalation on approaching due dates
Compatible with Frappe/ERPNext v15 and v16, packaged as a standard installable Frappe app

Built to order, done for you

No DIY setup — a working app, built, installed and supported by ECOSIRE.

  1. 1

    You order

    Start with a one-time build price. We scope it with you at kickoff.

  2. 2

    We build & install

    ECOSIRE builds, configures and installs it on your ERPNext.

  3. 3

    Go live + support

    You go live in about one working week, with two weeks of go-live support. Defects in the code we deliver are fixed free of charge.

Technical Specifications

ERPNext Compatibility
—
License
Licence confirmation required
Python Requirement
Python 3.10+
Database
MariaDB 10.6+

About this Product

Law firms and corporate legal teams run their real work — matters, hearings, deadlines, billable time, and privileged documents — in a scatter of spreadsheets, shared drives, and calendar reminders, while ERPNext handles only the accounting tail. ERPNext core has no concept of a legal matter, a court hearing, or a billable-hour rate card tied to a specific counsel. You can bolt matters onto Projects and hours onto Timesheets, but there is no case lifecycle, no hearing calendar with conflict warnings, no per-case document repository with role-scoped access, and no clean path from tracked time to a client invoice. That gap is where missed hearing dates and unbilled hours quietly cost the firm money.

ECOSIRE builds a proper Frappe app — installed on your bench alongside ERPNext, not a fragile set of manual customizations. At its core is a Legal Matter DocType carrying the full lifecycle (intake, active, on-hold, closed) via a workflow, linked to Customer (client) and to counsel User/Employee records. A Court Hearing DocType models each hearing or court date with jurisdiction, court, next-date, and outcome fields, surfaced on a Frappe Calendar view and driven by scheduler events (scheduler_events in hooks.py) that fire reminder notifications ahead of every date. Billable work is captured against the matter through ERPNext Timesheet integration with per-matter and per-counsel rate cards, and a whitelisted server method rolls approved hours straight into a Sales Invoice. A Case Document child structure plus the Frappe File attachment layer gives each matter its own repository, with hooks.py doc events (before_save, on_submit) enforcing status transitions and stamping audit trails.

Technically, everything is native Frappe so it upgrades cleanly and stays maintainable: DocTypes with controller classes for validation, hooks.py document events and server scripts for lifecycle rules, client scripts for in-form guidance (conflict warnings when two hearings collide, auto-population of court fields), Role Profiles and permission rules so partners, associates, paralegals, and billing staff see only what their role allows, and the standard Frappe REST API plus @frappe.whitelist() methods so the firm's website intake form or a client portal can create matters programmatically. It targets Frappe/ERPNext v15 and v16.

Because this is build-to-order, nothing is a generic download. We start with a short scoping call to map your matter types, jurisdictions, billing rules, and roles, then build the app to that specification, test it on a staging bench, and run UAT with your team before go-live. Typical delivery is one working week from confirmed scope. You receive the installable source, documentation, a training session, a post-go-live support window, and the git repository so the code is fully yours.

What you get

  • Installable Frappe app source code for your build, versioned for your ERPNext v15 or v16 bench
  • Installation and configuration on your bench (staging first, then production), including workflows, roles, and rate cards
  • Technical documentation: DocType schemas, hooks/server scripts, whitelisted API methods, and permission model
  • End-user guide plus a live training session for fee-earners, paralegals, and billing staff
  • UAT on a staging bench with a documented rollback plan before any production cutover
  • Post-go-live support window for defect fixes and configuration adjustments
  • Handover of the private git repository so your firm fully owns the code
  • Data-migration assistance for existing matters, contacts, and open hearings where source data is available

Who this is for

Managing / Practice Partner

Wants a single view of every open matter, upcoming hearings, and unbilled work-in-progress so nothing slips and revenue leakage stops. Needs role-based access so partners see firm-wide data while associates see only their caseload.

Practice / Office Manager

Runs day-to-day operations — assigning matters, watching court-date calendars for conflicts, and making sure captured time actually converts to invoices in ERPNext. Needs reliable reminders and a clean time-to-invoice path.

Billing & Finance Lead

Owns the connection between billable hours and client invoices. Needs per-matter and per-counsel rate cards, approval of time entries, and one-click roll-up of approved hours into ERPNext Sales Invoices with a clear audit trail.

Corporate Legal / In-house Counsel

Manages matters, external counsel, and contract deadlines inside a company already running ERPNext. Needs a per-matter document repository, deadline tracking, and permissions that keep privileged material tightly scoped.

How Legal Practice & Case Management Compares

CriterionECOSIRECustom BuildCompetitorERPNext Native
Fit to your legal workflowBuilt to your matter types, jurisdictions, and billing rulesFully bespoke but you scope and manage itFixed feature set, take it as shippedNo legal concepts at all
Matter lifecycle & hearing calendarDedicated DocTypes with workflow and calendar viewPossible but you design it from scratchVaries; often partial or rigidForce-fit onto Projects and Events
Billable hours to invoiceRate cards + whitelisted roll-up to Sales InvoiceBuildable with dedicated effortOften disconnected from ERPNext billingManual Timesheet-to-invoice, no legal rates
ERPNext integrationNative Frappe app, DocTypes, hooks, REST APIDepends on your team's Frappe depthSometimes external, syncs looselyNative but lacks the legal layer
Delivery modelBuild-to-order, one working week from confirmed scopeWeeks to months depending on capacityInstant install, no fit workAlready present, no build
Code ownershipGit repo + source handed over to youYou own it by definitionVendor-controlled, licensedN/A
Support & v15/v16 upgradesSupport window + optional ongoing maintenanceYou maintain it yourselfVendor SLA, quality variesStandard ERPNext support only
Total effort for your firmScoping call, then we build and installHigh — hiring, managing, testingLow upfront but compromise on fitLow, but heavy manual workarounds

Frequently Asked Questions about Legal Practice & Case Management

Is this an existing app I can download and install today?

No. This is a build-to-order Frappe application. ECOSIRE designs it to your firm's matter types, jurisdictions, billing rules, and roles, then builds, installs, and supports it. It is not a pre-existing Frappe Cloud Marketplace download.

How long does delivery take?

Typical delivery is one working week from confirmed scope. We begin with a short scoping call to lock down your workflows and requirements; the clock starts once that scope is agreed. Larger data migrations or many custom matter types can extend the timeline, which we confirm in writing before starting.

Which versions of ERPNext does it support?

We build and test against Frappe/ERPNext v15 and v16. Because it ships as a standard Frappe app using native DocTypes, hooks, and server scripts, it installs cleanly on your bench and upgrades along with your ERPNext instance.

How does support and updates work after go-live?

Every build includes a post-go-live support window for defect fixes and configuration tweaks. Because we hand over the git repository, your own team or any Frappe developer can maintain it afterward. ECOSIRE also offers ongoing support and enhancement engagements if you prefer we continue maintaining it across ERPNext upgrades.

Can it turn tracked hours into client invoices?

Yes. Billable time is captured against each matter through ERPNext Timesheet integration with per-matter and per-counsel rate cards. A whitelisted server method rolls approved, unbilled entries into an ERPNext Sales Invoice, so billing stays inside your existing accounting flow with a full audit trail.

Will it warn us about hearing-date conflicts and deadlines?

Yes. Hearings live in a Court Hearing DocType on a Frappe Calendar view. A client script flags when a counsel is double-booked, and scheduler events defined in hooks.py send reminder notifications ahead of hearings and statutory deadlines so critical dates are not missed.

Do we own the code, or are we locked in?

You own it. We hand over the private git repository and the installable source at go-live. There is no license lock-in on the application code — the app runs on your bench and any Frappe developer can extend it.

Request a quote

Legal Practice & Case Management

A build-to-order ERPNext application for law firms and legal departments — track matters end to end, manage hearings and court dates, capture billable hours, and keep every case document in one place. ECOSIRE builds it to your firm's workflow, then installs and supports it.

  • `Legal Matter` DocType with a Frappe Workflow driving intake → active → on-hold → closed transitions, linked to Customer and counsel
  • `Court Hearing` DocType capturing jurisdiction, court, hearing type, next date, and outcome, rendered on a Frappe Calendar view
  • Scheduler events in `hooks.py` that send configurable reminder notifications before each hearing and statutory deadline
  • Client script conflict detection that warns when a counsel is double-booked across two hearings on the same date

Request a Quotation

Tell us about your Legal Practice & Case Management requirements and we'll send pricing, licensing options and a tailored proposal — usually within one business day.

No payment now. This sends a quote request to our team — we'll follow up by email with pricing and next steps.