Australian built, Australian hosted

The gold standard in Australian legal practice management.

188 capabilities across seven pillars. Trust and general accounting, matters, documents, time, billing, compliance and AI, native to the platform and hosted in Australia.

Pillar one

Accounting, trust and billing.

One ledger carries the firm’s money from the moment it arrives to the moment it is billed, recovered and reported.

Trust accounting

13 capabilities

  • Trust ledger per matter: a separate trust ledger showing trust money held for each matter.
  • Trust receipts and payments: record money received into and paid out of trust.
  • Three-way reconciliation: reconcile trust bank, client ledgers and the control account.
  • Trust statements: produce trust statements for clients.
  • Controlled money accounts: manage and register controlled money accounts.
  • Investment and interest-bearing accounts: track invested trust funds and interest earned.
  • Trust journal transfers: journal transfers between trust ledgers.
  • Trust to general transfers: transfer trust money to the general account on billing, with the withdrawal authority recorded.
  • Statutory trust reports and audit: produce audit-ready statutory trust reports.
  • Unclaimed and statutory trust money: handle obligations for unclaimed trust money.
  • State and territory compliance: apply LPUL trust rules for each state and territory.
  • End of financial year trust reporting: end of year trust statements and audit pack.
  • Trust held for a specific purpose: flag and display trust funds held for a specific stated purpose.In development

General and business accounting

21 capabilities

  • Single native ledger: office and general accounting, matter ledgers, disbursements, work in progress, invoicing, debtors and trust all post to one ledger in one system. No export, sync or chart of accounts mapping to a separate product.Key difference
  • Built-in general ledger: one native general ledger shared with matters, trust, billing and disbursements, with no separate accounting product.Key difference
  • BAS and GST reporting: GST captured at source across billing, disbursements, supplier invoices and the general ledger, rolling up to BAS. Peppol PINT A-NZ compliant.Key difference
  • ABA batch payment files: generate bank-ready ABA files for bulk EFT payments from both the trust and general accounts, uploaded straight to the bank.Key difference
  • Multi-tier payment allocation: decide exactly how each receipt is allocated across disbursements, fees and other lines.Key difference
  • Payment line-splitting: a single receipt or payment splits across multiple lines and accounts, so the general ledger, the bill and the matter ledger stay reconciled.Key difference
  • Anticipated disbursements: record and track disbursements before they are billed, then recover them on billing.Key difference
  • Chart of accounts: a configurable chart of accounts.
  • Accounts payable and office account: enter and manage supplier invoices and office account payables natively.
  • Bank reconciliation: reconcile the office account against the very same ledger your bills and matters live in.
  • Bank feeds: automatic feed of bank transactions through open banking.
  • CSV transaction import: import bank transactions from a CSV file.
  • Profit and loss, balance sheet: produce core financial statements.
  • Journals: post general and disbursement journals.
  • General receipting: receipt money into the general and office account with correct general ledger posting.
  • Cross-area payments engine: one payments engine across office, general, disbursement and supplier flows.
  • Trial balance: a trial balance generated from the same ledger as matters, bills and trust.
  • Bank feed rules and auto-coding: rules that automatically categorise and code incoming feed transactions.
  • Payment templates: saved templates for recurring and standing payments.
  • Remittance advices: produce remittance advices for supplier payments.

Billing and invoicing

17 capabilities

  • Invoice generation: create client bills from recorded work in progress.
  • Branded invoice layouts: configurable invoice designs carrying the firm’s branding.
  • Batch billing: generate bills for many matters in a single run.
  • Itemised and lump-sum bills: produce either detailed itemised bills or summary lump-sum bills.
  • Fixed fee, retainer and contingency: support alternative fee arrangements beyond hourly billing.
  • Bill templates: configurable, branded bill layouts.
  • Pre-bill and WIP review: review and adjust work in progress before finalising a bill.
  • Point-in-time bill snapshots: finalised bills are frozen snapshots that do not recompute from live data.
  • Draft and hold approval workflow: bills sit in draft or hold for approval before being finalised.
  • Credit notes and adjustments: issue credits or adjustments against bills.
  • Part-payments and allocations: allocate partial payments across one or more bills.
  • Client statements: produce statements of a client’s account.
  • Automated reminder notices: overdue and debtor reminders generated automatically, sent when you approve them.
  • Disbursement recording and recovery: record disbursements and on-charge them to clients.
  • Write-offs and discounts: write off or discount work in progress and bills.
  • Costs disclosure and estimates: produce LPUL-compliant costs agreements and estimates.
  • Trust-compliant payment flows: route payments correctly between trust and office.
Pillar two

Matters and documents.

Every file, every document and every version, held together in one place with the firm’s own structure applied from the moment a matter opens.

Matter and case management

9 capabilities

  • Matter and file records: a central record for each legal matter, tagged by matter type and area of law.
  • Matter templates and precedents: pre-built matter setups per area of law that auto-create folders, documents and tasks.
  • Matter phases and stages: break a matter into named stages through File Budget Groups for tracking and budgeting.
  • Matter fee limits and budget caps: set a maximum fee per matter with a running total and alerts as the cap is approached.
  • Custom fields per matter type: add your own data fields to capture information specific to each matter type.
  • Conflict checking: search every file for a party before opening a matter, to catch conflicts of interest.
  • File and matter notes: time-stamped notes recorded against a file.
  • Matter status tracking: track each file’s state, whether open, active, on hold or closed.
  • Archiving, closure and retention: formally close files and manage how long they are retained and archived.

Document management

12 capabilities

  • Ethical walls and access restriction: restrict access to sensitive matters and files.Key difference
  • Central document store per matter: all documents stored against their matter.
  • Version control: every version of every document tracked, with edit control so two people do not clash.
  • Email save to matter: save emails directly onto the relevant matter.
  • Folder structures and templates: standard folder trees applied to matters.
  • Document indexing: fast, cloud-powered indexing so documents are searchable the moment they land.
  • Predictive email filing: incoming email suggested and filed to the right matter automatically.
  • Full-text search: search the text inside stored documents.
  • Check-in, check-out and edit locking: lock a document while editing to prevent clashes.
  • Records management and legal hold: retention schedules, disposition, and legal hold freezing documents from edit or deletion.
  • Secure external file sharing: share a file or folder to an external party through a secure link with access control.
  • AI document tagging and metadata: AI suggests tags, names and descriptions on every document, drawn from your firm’s own vocabulary.In development

Document assembly and automation

4 capabilities

  • Word merge templates: Word templates that merge matter data using DQL fields.
  • Precedent library: a curated library of precedent documents.
  • Court forms auto-populated: court forms filled automatically from matter data.
  • Prompts and dynamic fields: prompt the author for input at the moment a document is generated.

Court forms, conveyancing and knowledge

5 capabilities

  • Australian court forms library: a maintained library of federal and state court forms.
  • Auto-population from matter data: pre-fill court forms from the file.
  • Court e-filing: electronically file to courts through InfoTrack.
  • Settlement management: settlement calculations and preparation.
  • Support helpsheets and support site: a full library of help content and support articles.
Pillar three

Time, tasks and deadlines.

Time captured as the work happens, tasks that run themselves, and the dates a firm cannot afford to miss.

Time recording

11 capabilities

  • Auto time tracking: tracks time in the background as you work, without starting a timer, and detects when you are idle.Key difference
  • Auto time entry creation: creates suggested time entries from work captured in the background, ready for review and posting.Key difference
  • Manual time entry: record time by typing entries against a file.
  • Timers: start and stop timers that record time as you work.
  • Multiple concurrent timers: run several timers at once across different matters.
  • Activity and fixed-fee recording: record fixed-fee items and activity-based charges.
  • Billable and non-billable tracking: mark and report time as billable or non-billable.
  • User budgets and targets: set capacity-based billing targets per user.
  • AI-generated time narratives: AI writes the description text for a time entry.
  • Mobile time capture: record time from a phone or tablet.
  • Time entry from a file note: turn a saved file note into a drafted, billing-ready time entry.

Tasks and workflow automation

6 capabilities

  • Tasks and to-dos: personal and matter task lists.
  • Task assignment and tracking: assign tasks and monitor progress.
  • Workflow templates and matter plans: pre-set sequences of tasks for a matter type.
  • Automation engine: a powerful automation engine driving tasks and matter workflows.
  • No-code workflow builder: build your own automations without writing a line of code.
  • Dependent tasks and triggers: trigger tasks automatically on events.

Calendaring and key dates

6 capabilities

  • Key dates and limitation dates: track critical dates such as limitation dates.
  • Manual one-off key dates: add ad hoc key dates by hand.
  • Auto-generated key dates: key dates created automatically from question sheets.
  • Reminders and escalations: in-app alerts ahead of dates.
  • Calendar and diary: appointments and events calendar.
  • Outlook and 365 calendar sync: two-way sync with Outlook and Microsoft 365 calendars.
Pillar four

AI, built in with Lawrence.

Lawrence works on the file, using the firm’s own templates, rules and context, under the firm’s control and hosted in Australia.

Lawrence drafts, reviews and summarises inside the matter it is working on, and shows the documents and data each draft drew on. The firm sets the rules it follows, controls where it runs, and every use is logged. You can also connect your own model through the API rather than use ours.

Drafting with Lawrence

11 capabilities

  • Lawrence, the built-in assistant: your firm’s AI assistant, available across the platform.Key difference
  • AI document drafting: draft documents with AI.
  • AI fields in merge templates: AI fields sit alongside your merge fields and fill themselves from the matter’s context.
  • AI drafting into email templates: Lawrence drafts email template bodies from the matter’s stored context.
  • Draft from selected documents: select documents on the matter and draft from them.
  • Draft from the Documents menu: start a draft without picking a template first.
  • Streaming draft review and redraft: the draft streams into an overlay to review and redraft. Only the person creates the document.
  • Cited sources in AI drafts: each draft shows the matter documents and data it drew on.
  • Drafting from a blank canvas: develop an advice or submission with Lawrence from a rough idea in a chat and document canvas, then drop it into a template or a blank document.
  • AI-assisted template building: Lawrence writes merge and AI fields into your own templates, ready for a human to check.
  • Strict mode for court forms: on court and institutional forms, AI writes only inside AI fields. The form itself is not changed.

Reading and reviewing the file

7 capabilities

  • AI document review and summarisation: summarise and analyse documents with AI.
  • Matter dossier: a live per-file dossier covering what has happened, what is due, correspondence, people and money, at a glance.
  • Matter questions and chronologies: ask questions of a matter and build chronologies automatically.
  • AI client update draft: one-click, plain-language updates on where a matter is at, privilege-filtered and sent by the lawyer.
  • AI contract drafting: assemble a contract from an approved clause library plus matter facts, bounded to approved clauses.
  • AI contract review and redline: review an incoming contract against the firm’s positions and produce a redline.
  • AI time capture and narratives: AI suggests time entries and writes the narratives.

Control, choice and logging

4 capabilities

  • Bring your own AI through the API: connect the firm’s own external AI.
  • Configurable, open AI: choose your own model and provider. You are not locked in.
  • Firm and personal drafting rulebooks: optional firm-wide and personal rules Lawrence follows when drafting.
  • Standard and Premium tiers with usage logging: two AI tiers, with full usage logging for the firm.
Back to the feature pillars
Pillar five

Clients, intake and growth.

From the first enquiry to a verified client record, with the details collected once and held where the matter can use them.

Client intake and onboarding

6 capabilities

  • Online intake forms: web forms that collect client and matter details, by matter and entity type.Key difference
  • Entity-type intake forms: a tailored online intake form for every entity type.Key difference
  • Client self-service intake: let clients complete their own details online.Key difference
  • Document collection at intake: request and receive documents from clients during intake.
  • Malware scan gate on uploads: scan uploaded files for malware before they are promoted into the system.
  • Staging-first intake: hold intake data in a staging area before committing it to live records.

Contacts and communications

8 capabilities

  • Document review: review documents directly in the app.Key difference
  • Email document reviews: review and action emails as matter documents.Key difference
  • Contact records: a record for every person and organisation the firm deals with.
  • Contact to matter roles: attach contacts to matters with a role.
  • Beneficial ownership register: record the ultimate owners of organisations and trusts.
  • Duplicate detection and merge: spot and merge likely duplicate contacts to keep the database clean.
  • Contact-level compliance status: show each contact’s status, whether not verified, verified, overridden or pre-commencement.
  • Email management and integration: send, receive and file emails against matters.

Enquiries, migration and onboarding

6 capabilities

  • Lead and enquiry capture: capture new enquiries before they become matters.
  • Marketing source tracking: record where each lead came from to measure marketing effectiveness.
  • Data migration tooling: tools to import data from a firm’s previous system.
  • Concierge data migration: a hands-on service to migrate a firm off its old system.
  • Prospect self-service signup: a public sign-up screen letting prospects try the system before buying.In development
  • Sandbox with sample data: an environment pre-filled with sample data to explore.In development
Back to the feature pillars
Pillar six

Compliance, security and registers.

AML and CTF obligations, access control and the registers a firm is required to keep, all inside the platform rather than alongside it.

AML, CTF and client verification

12 capabilities

  • KYC and CDD capture: capture customer due diligence information.
  • Risk rating engine: a weighted AML risk rating engine that scores every client.
  • Entity-type CDD forms: a tailored due diligence intake form for every entity type.
  • PEP and sanctions screening: screen clients against politically exposed person and sanctions lists.
  • Source of funds and wealth: capture source of funds and source of wealth.
  • Beneficial ownership: record beneficial owners of organisations and trusts.
  • KYC printable snapshot: a point-in-time snapshot report of the KYC assessment.
  • Pre-commencement client status: flag pre-commencement clients at contact level.
  • Identity verification: verify client identity through InfoTrack VOI.
  • Client-sourced identity documents: verify client identity sourced by the client and held in the software.
  • AML program and 7-year records: maintain the AML program and seven-year record keeping.
  • Threshold and suspicious matter reporting: prepare AUSTRAC threshold and suspicious matter reports.

Security, permissions and administration

11 capabilities

  • Role-based permissions: grant access by role.
  • Per-feature permissions: granular, per-feature permissions across the platform.
  • Matter-scoped and firm-wide permissions: scope access by matter or across the whole firm.
  • Server-side enforcement: permissions enforced on the server, not only in the interface.
  • User lock, disable and lockout: lock, disable or lock out a user account.
  • Multi-tenant isolation: each firm’s data isolated in its own database.
  • Single sign-on and MFA: single sign-on and multi-factor authentication.
  • Australian data residency: data hosted on Azure Australia East.
  • Backups and disaster recovery: backups and disaster recovery.
  • Audit logs: record user actions for audit.
  • AI processing controls: firm control over AI, covering quotas, processing windows, excluded files and a complete audit log.

Legal registers

2 capabilities

  • Safe custody and deeds register: track original deeds and documents held in the firm’s safe custody.
  • Wills register: a register of original wills held by the firm.
Back to the feature pillars
Pillar seven

Reporting, integrations and e-signing.

What the firm needs to see, what it needs to connect to, and getting documents signed without leaving the platform.

Reporting and analytics

8 capabilities

  • Standard reports: built-in financial and productivity reports.
  • Customisable dashboards: dashboards the firm configures.
  • Dashboard widget library: a wider set of dashboard widgets to choose from.
  • Per-user configurable widgets: each user arranges their own dashboard.
  • Profitability, cost and profit: analyse cost and profit by matter and by user.
  • Team and user reporting: report performance by user and team.
  • WIP, debtors and aged reports: report work in progress and aged receivables.
  • Export to Excel, PDF and HTML: export report outputs in the format you need.

Integrations and connections

6 capabilities

  • AI running natively: AI runs inside Law App, on Australian infrastructure.Key difference
  • InfoTrack: identity verification, searches and court e-filing.
  • Microsoft 365 and Outlook: connects for email, files and sign-in.
  • Open banking feeds: bank feeds delivered through Fiskil.
  • Law App as an MCP server: expose Law App so external AI tools can work with it.
  • Personal AI connections: each user connects their own assistant, attributed and permission-limited.

Electronic signing

4 capabilities

  • Native e-signature: sign documents electronically inside the platform.
  • Signing order and multi-party: route documents to multiple signers in sequence or in parallel.
  • Audit trail and certificate: produce a completion certificate and audit trail.
  • Third-party e-signing: connect an external e-sign service if the firm already uses one.
Back to the feature pillars
Talk to us

See it running on your own matters.

A demonstration works through your practice areas, your file volumes and the way your firm bills. We will show you the accounting, because that is the part most firms want to see properly.

Australian built and hosted Single year contracts General accounting built in Per file pricing available
Caelun
Law Support Australia
0488 899 408 caelun@lawsupport.com.au Book a demo