Professional Services

Law Firms & Legal Services

Bring order to your practice — so you can focus on winning cases.

Law firms need meticulous matter management, precise time tracking for billable hours, conflict checking, and secure document handling. We build Odoo-powered practice management systems that automate case workflows, track billable and non-billable time, manage trust accounting, and provide clients with secure portal access to their matters.

35%
Increase in captured billable hours
50%
Faster invoice turnaround
100%
Trust account compliance
70%
Reduction in conflict check time

Challenges in Law Firms & Legal Services

These are the operational hurdles we help law firms & legal services businesses overcome every day.

Billable Hour Leakage

Attorneys lose an average of 2+ hours per day in unbilled time. Without real-time tracking, revenue walks out the door every day.

Matter Management Chaos

Cases span months or years with hundreds of documents, deadlines, and communications. Without a central system, critical details fall through cracks.

Trust Account Compliance

Commingling client trust funds with operating accounts is a bar violation. Manual trust accounting is error-prone and audit-risky.

Conflict Checking

Failing to identify conflicts of interest can lead to malpractice claims and bar complaints. Manual checks are slow and unreliable.

How We Help Law Firms & Legal Services Businesses

Purpose-built ERP modules and custom solutions that address your industry-specific needs.

Matter Management

Centralized matter records with parties, documents, deadlines, notes, and billing. Full matter lifecycle tracking from intake to closure.

Legal Time Tracking

Desktop timers, activity codes, and narrative templates make it easy to capture every billable moment. Auto-round and minimum increment rules ensure compliance.

Trust Accounting

Separate trust ledgers per client with three-way reconciliation. Automated compliance alerts prevent commingling and overdrawing.

Conflict Detection

Automated conflict searches across all matters, parties, and related entities when opening new matters or adding parties.

Document Assembly

Template-based document generation for common legal documents. Merge client and matter data into templates with version control.

Client Portal

Clients view matter status, access documents, approve invoices, and communicate securely — reducing phone calls and email volume.

Key Modules & Tools

ProjectTimesheetsAccountingDocumentsCRMSignWebsiteHelpdesk

Our Implementation Process

1

Practice Analysis

Review your practice areas, billing arrangements, matter workflows, and compliance requirements to design the optimal system.

2

System Configuration

Set up matter types, billing rules, trust accounts, conflict checking rules, and document templates per your practice standards.

3

Migration

Migrate active matters, client data, and financial records from your existing system with full data validation.

4

Firm-Wide Training

Train attorneys, paralegals, and admin staff. Phased rollout by practice group with dedicated support during transition.

Frequently Asked Questions

Can I track time in 6-minute increments?

Yes. The system supports configurable time increments — 6-minute (1/10 hour), 15-minute, or any custom increment. Auto-rounding rules can be applied per billing arrangement.

Does the trust accounting module comply with bar association rules?

We configure trust accounting per your jurisdiction requirements — separate ledgers per client, three-way reconciliation, automated alerts for minimum balance violations, and detailed audit trails.

Can the system handle contingency fee cases?

Yes. We support contingency, flat-fee, hybrid, and hourly billing models. Each matter can have its own billing arrangement with automatic calculation of contingency amounts at settlement.

Related Industries

Transform Your Legal Practice

Tell us about your law firms & legal services business and we'll design a tailored ERP solution within 24 hours.

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