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イメージプレビュー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 Practice & Law Firm Managementとは?
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.
主な機能
受注生産、すべておまかせ
自分での設定は不要 — ECOSIRE が構築・インストール・サポートする実働アプリです。
- 1
ご注文
一回限りの構築料金から始めます。キックオフで一緒に範囲を決めます。
- 2
構築とインストール
ECOSIRE がお客様の Odoo 上で構築・設定・インストールします。
- 3
本番稼働 + サポート
約1週間(営業日ベース)で稼働し、本番稼働後2週間のサポートが付きます。納品したコードの不具合は無償で修正します。
技術仕様
- Odoo互換性
- Odoo 17, Odoo 18, Odoo 19
- エディション
- Enterprise&Community
- ライセンス
- ライセンスの確認が必要です
- Python要件
- Python 3.10+
- データベース
- PostgreSQL 12+
この製品について
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.
得られるもの
- 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
これは誰のためのものですか
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.
Legal Practice & Law Firm Management の比較方法
| 基準 | エコシエール | カスタムビルド | 競合他社 | Odoo 標準機能 |
|---|---|---|---|---|
| Matter as a first-class object | Dedicated `legal.matter` model with its own pipeline and security | Possible, but you design and maintain the model yourself | Often reuses projects or a thin custom object | No matter concept — projects/orders repurposed |
| Conflict-of-interest check | Enforced gate via `@api.constrains`, audit-stamped | Whatever you build; easy to leave optional | Usually a search screen, rarely a hard gate | Manual contact search only |
| Trust / client-funds accounting | Segregated ledger, floor alerts, trust statements | Must be architected and validated from scratch | Varies; commingling risk if bolted onto invoicing | None — trust would mix with operating cash |
| Billable time & realization | Rate cards, six-minute rounding, write-up/down pre-bill | Build the rate logic and roll-ups yourself | Basic timers, limited write-up control | Generic timesheets, no legal billing rules |
| Hearing / deadline reminders | `legal.hearing` + `ir.cron` automated reminders | Wire your own cron and activity logic | Calendar entries, reminders often manual | Plain calendar events, no matter linkage |
| Fit to your firm | Scoped to your practice areas, edition and jurisdiction | Fully bespoke, at full build cost and risk | Fixed feature set you conform to | Generic ERP, no legal fit |
| Ownership & lock-in | Full source + git repo handover, yours to keep | You own it, but carry all build effort | Vendor-controlled, license-dependent | N/A |
| Support & delivery | Built, installed, UAT'd, support window (2–4 wks) | Depends on your team's capacity | Download now, self-implement, forum support | Self-configured with no legal guidance |
Legal Practice & Law Firm Management に関するよくある質問
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.
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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

