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Legal Practice & Law Firm Management — A build-to-order Odoo module that turns matters, billable time, retainers and trust ac — 1/1Aperçu illustratif

A build-to-order Odoo module that turns matters, billable time,

retainers and trust accounts, and court dates into one governed workflow.

ECOSIRE scopes, builds, installs and supports it on your Odoo 17, 18 or 19.

Qu'est-ce que Legal Practice & Law Firm Management ?

A build-to-order Odoo module that turns matters, billable time, retainers and trust accounts, and court dates into one governed workflow. ECOSIRE scopes, builds, installs and supports it on your Odoo 17, 18 or 19. Built to order by ECOSIRE for Odoo 17, 18, 19 — indicative price from $999.00 USD; request a quote for a scoped proposal.

Fonctionnalités clés

`legal.matter` model as the system spine with a configurable status pipeline (intake, conflict-cleared, open, on-hold, in-litigation, closed) rendered as Kanban + statusbar with server-side stage guards
Conflict-of-interest check across clients, related and adverse parties with normalized-name matching, enforced by `@api.constrains` so a matter cannot leave intake unchecked, with the check result stamped and audit-logged
Billable time capture on `legal.time.entry` with per-attorney/per-matter rate cards, six-minute rounding, and `@api.depends` computes rolling hours into fee amounts
Write-up / write-down and non-billable flags so the billing partner controls exactly what reaches the invoice, with a pre-bill review view
Dedicated trust / client-funds ledger kept strictly separate from operating cash, with replenishment alerts when a matter balance falls below its configured floor
Matter billing that draws down trust or bills to operating per matter rules, generating QWeb PDF invoices and IOLTA-style trust statements
`legal.hearing` court-date and deadline model surfaced in Calendar and Gantt, scoped to matter and attorney
Automated reminders via `ir.cron` + `base.automation` that raise activities and emails to the responsible attorney and paralegal on a configurable lead time
Matter-scoped document management: filings, correspondence and evidence attached to the matter with folder taxonomy and version notes
Row- and record-level security via `ir.model.access.csv` + record rules — attorney-owns-matter, staff-sees-assignments, trust-data-partner-only
Practice-area and responsible-attorney analytics: WIP, realization, unbilled hours and matter aging as pivots and dashboards
Client and matter portal hooks so clients can view their matter status, invoices and trust balance (Enterprise portal or a Community-safe equivalent)
Standard XML-RPC / JSON-RPC API surface on all custom models for e-signature, court-filing and document-automation integrations
Built and version-pinned for your Odoo edition (Community or Enterprise) on 17.0, 18.0 or 19.0, with Enterprise-only features cleanly degraded when you run Community

Fait sur commande, clé en main

Aucune configuration à faire vous-même — une app fonctionnelle conçue, installée et prise en charge par ECOSIRE.

  1. 1

    Vous commandez

    Commencez par un prix de développement unique. Nous cadrons le projet avec vous au lancement.

  2. 2

    Nous développons et installons

    ECOSIRE la développe, la configure et l'installe sur votre Odoo.

  3. 3

    Mise en ligne + assistance

    Vous êtes en ligne en une semaine ouvrée environ, avec deux semaines d’assistance après la mise en production. Les défauts du code que nous livrons sont corrigés gratuitement.

Spécifications techniques

Compatibilité Odoo
Odoo 17, Odoo 18, Odoo 19
Éditions
Enterprise et Community
Licence
Licence à confirmer
Version Python requise
Python 3.10+
Base de données
PostgreSQL 12+

À propos de ce produit

Law firms run on facts that Odoo core has no native home for: the matter (not the sales order), the conflict check before you take a client, the billable six-minute increment, the retainer that must never be commingled with operating cash, and the hearing date you cannot miss. Out of the box, Odoo gives you Contacts, Timesheets, Invoicing and Calendar — good bones, but a matter is not a project.project, trust money is not account.move revenue, and a conflict check is not a contact search. Firms end up stitching this together in spreadsheets and shared drives, which is exactly where deadlines slip and trust-accounting compliance breaks down.

We build a dedicated legal.matter model as the spine of the system, with its own status pipeline (intake, conflict-cleared, open, on-hold, in-litigation, closed) driven by a Kanban and statusbar view. Matters link to the responsible attorney, practice area, client and adverse parties, and every downstream record — time entries, documents, invoices, hearings — is scoped to the matter. Conflict checking is a real feature, not a hope: a server-side search across clients, related parties and adverse parties (with normalized-name matching) that must be run and recorded before a matter can leave intake, enforced by a Python constraint (@api.constrains) so nobody skips it. Billable time is captured on a legal.time.entry model with rate cards resolved by attorney and matter, @api.depends computes that roll hours into fee amounts, and a write-up/write-down field so the billing partner controls what actually goes on the invoice.

The money side is built to keep trust and operating strictly separate. Retainers and client funds post to a dedicated trust account with its own ledger, replenishment triggers when the balance drops below the matter's floor, and matter billing that draws down trust or bills against operating per your rules — with QWeb PDF invoices and trust-ledger statements your bookkeeper and your bar association will accept. Court dates live on a legal.hearing model surfaced in Calendar and Gantt, with automated actions (ir.cron + base.automation) that fire reminder emails and activities to the responsible attorney and paralegal on a configurable lead time. Access is locked down through ir.model.access.csv plus record rules so an attorney sees their matters, support staff see their assignments, and trust data is partner-only. Everything is reachable over the standard XML-RPC / JSON-RPC API for your document-automation or client-portal integrations.

Because this is build-to-order, you are not downloading a generic app and forcing your firm into it. We start from a scoping call, confirm your practice areas, billing rules, trust-accounting requirements and jurisdiction constraints, then build the module against your Odoo edition — Community or Enterprise — and pin it to your exact version (17.0, 18.0 or 19.0). Typical delivery is one working week from confirmed scope. You receive the full installable source, we install and configure it on your environment after UAT on staging, and you get a support window and the git repository so the code is yours.

Ce que vous obtenez

  • Complete installable Odoo module source (correct `__manifest__.py`, models, views, security, QWeb reports, data) pinned to your version
  • Installation and configuration on your environment — rate cards, practice areas, trust accounts, reminder rules and user access groups set up
  • Technical documentation: data model, model/field reference, security matrix, cron/automation catalog and API endpoints
  • User guide plus a live training session for attorneys, billing staff and administrators
  • UAT on a staging environment with a signed-off test plan and a documented rollback procedure before production install
  • Post-go-live support window for bug fixes and configuration adjustments
  • Git repository handover so the code is yours to keep, fork and extend
  • Odoo edition/version compatibility notes covering Community vs Enterprise behavior across 17.0/18.0/19.0

Pour qui c'est

Managing / Billing Partner

Owns realization and cash flow. Needs WIP and unbilled-hours visibility, control over write-ups/write-downs before invoicing, and confidence that trust money never mixes with operating funds.

Practicing Attorney / Fee Earner

Lives in matters and deadlines. Needs fast six-minute time capture against the right matter, a clean view of only their own cases, and reliable hearing reminders so nothing is missed.

Legal Cashier / Trust Bookkeeper

Responsible for trust-accounting compliance. Needs a segregated client-funds ledger, replenishment alerts, and audit-ready trust statements that satisfy bar-association rules.

Firm Administrator / IT Manager

Runs the Odoo instance. Needs a version-pinned module for their edition, sane security groups and record rules, and an API surface for e-signature and document-automation integrations.

Comment Legal Practice & Law Firm Management se compare

CritèreÉCOSIREConstruction personnaliséeConcurrentNatif Odoo
Matter as a first-class objectDedicated `legal.matter` model with its own pipeline and securityPossible, but you design and maintain the model yourselfOften reuses projects or a thin custom objectNo matter concept — projects/orders repurposed
Conflict-of-interest checkEnforced gate via `@api.constrains`, audit-stampedWhatever you build; easy to leave optionalUsually a search screen, rarely a hard gateManual contact search only
Trust / client-funds accountingSegregated ledger, floor alerts, trust statementsMust be architected and validated from scratchVaries; commingling risk if bolted onto invoicingNone — trust would mix with operating cash
Billable time & realizationRate cards, six-minute rounding, write-up/down pre-billBuild the rate logic and roll-ups yourselfBasic timers, limited write-up controlGeneric timesheets, no legal billing rules
Hearing / deadline reminders`legal.hearing` + `ir.cron` automated remindersWire your own cron and activity logicCalendar entries, reminders often manualPlain calendar events, no matter linkage
Fit to your firmScoped to your practice areas, edition and jurisdictionFully bespoke, at full build cost and riskFixed feature set you conform toGeneric ERP, no legal fit
Ownership & lock-inFull source + git repo handover, yours to keepYou own it, but carry all build effortVendor-controlled, license-dependentN/A
Support & deliveryBuilt, installed, UAT'd, support window (2–4 wks)Depends on your team's capacityDownload now, self-implement, forum supportSelf-configured with no legal guidance

Foire aux questions sur Legal Practice & Law Firm Management

How long until we can use it?

This is build-to-order, not an instant download. Typical delivery is one working week from confirmed scope. After a short scoping call we lock the matter pipeline, billing and trust rules, then build, run UAT on staging, and install on your environment. Complex jurisdiction or trust-accounting requirements can extend the timeline, which we flag during scoping.

Do you support Odoo Community, or only Enterprise?

Both. We build against your edition. Core capabilities — matters, conflict checks, time-billing, trust ledger and hearing reminders — work on Community. Where a feature naturally leans on an Enterprise app (for example the polished portal or Gantt), we either use the Enterprise app or ship a Community-safe equivalent, and we document the difference before you commit.

Which Odoo versions do you build for?

17.0, 18.0 and 19.0. We pin the module to your exact running version so migrations don't surprise you. If you later upgrade Odoo, we can quote a migration of the module to the new version.

How do you keep trust/client money compliant and separate from firm revenue?

Trust funds post to a dedicated ledger that is architecturally separate from operating cash — trust receipts are never booked as firm revenue. Matter billing draws down trust or bills to operating per your rules, replenishment alerts fire when a balance drops below its floor, and we generate trust statements for reconciliation. We build to your jurisdiction's rules, which we confirm during scoping.

What about support and updates after go-live?

Every build includes a post-go-live support window for bug fixes and configuration tweaks. Because you receive the full source and the git repository, you're never locked in — your team or ours can extend it. Ongoing enhancements, new practice-area workflows or version migrations are available as a separate support/retainer arrangement.

Can it integrate with e-signature, court e-filing or our document system?

Yes. All custom models are exposed over Odoo's standard XML-RPC / JSON-RPC API, so external e-signature, e-filing or document-automation systems can read and write matters, time entries and documents. Where a vendor offers a webhook or REST API, we can wire it in as part of scope.

Is the conflict check actually enforced, or just a report?

Enforced. It runs a server-side search across clients, related parties and adverse parties with normalized-name matching, and a Python `@api.constrains` rule prevents a matter from leaving intake until the check has been run and recorded. It is designed as a gate in the workflow, not an optional report someone can forget to open.

Demander un devis

Legal Practice & Law Firm Management

A build-to-order Odoo module that turns matters, billable time, retainers and trust accounts, and court dates into one governed workflow. ECOSIRE scopes, builds, installs and supports it on your Odoo 17, 18 or 19.

  • `legal.matter` model as the system spine with a configurable status pipeline (intake, conflict-cleared, open, on-hold, in-litigation, closed) rendered as Kanban + statusbar with server-side stage guards
  • Conflict-of-interest check across clients, related and adverse parties with normalized-name matching, enforced by `@api.constrains` so a matter cannot leave intake unchecked, with the check result stamped and audit-logged
  • Billable time capture on `legal.time.entry` with per-attorney/per-matter rate cards, six-minute rounding, and `@api.depends` computes rolling hours into fee amounts
  • Write-up / write-down and non-billable flags so the billing partner controls exactly what reaches the invoice, with a pre-bill review view

Demander un devis

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