Trust accounting.
Trust money held per matter, reconciled three ways, with the statutory reporting an audit expects to see.
Trust accounting
14- Trust ledger per matter
- Trust receipts and payments
- Trust requisitions
- Three-way reconciliation
- Trust statements
- Controlled money accounts
- Investment and interest-bearing accounts
- Trust journal transfers
- Trust to general transfers
- Statutory trust reports and audit
- Unclaimed and statutory trust money
- State and territory compliance
- End of financial year trust reporting
- Trust held for a specific purpose
General accounting.
A full general ledger inside the practice management system. Office accounting, payables, bank reconciliation and BAS run on the same ledger as matters, billing and trust, so there is no separate accounting product to reconcile against.
General and business accounting
20- Single native ledgerKey difference
- Built-in general ledgerKey difference
- BAS and GST reportingKey difference
- ABA batch payment filesKey difference
- Multi-tier payment allocationKey difference
- Payment line-splittingKey difference
- Anticipated disbursementsKey difference
- Chart of accounts
- Accounts payable and office account
- Bank reconciliation
- Bank feeds
- CSV transaction import
- Profit and loss, balance sheet
- Journals
- General receipting
- Cross-area payments engine
- Trial balance
- Bank feed rules and auto-coding
- Payment templates
- Remittance advices
Billing and invoicing.
From work in progress through to the bill, the payment, and the recovery of what was spent on the file.
Billing and invoicing
17- Invoice generation
- Branded invoice layouts
- Batch billing
- Itemised and lump-sum bills
- Fixed fee, retainer and contingency
- Bill templates
- Pre-bill and WIP review
- Point-in-time bill snapshots
- Draft and hold approval workflow
- Credit notes and adjustments
- Part-payments and allocations
- Client statements
- Automated reminder notices
- Disbursement recording and recovery
- Write-offs and discounts
- Costs disclosure and estimates
- Trust-compliant payment flows
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- Matter and file records
- Matter templates and precedents
- Matter phases and stages
- Matter fee limits and budget caps
- Custom fields per matter type
- Conflict checking
- File and matter notes
- Matter status tracking
- Archiving, closure and retention
Document management
12- Ethical walls and access restrictionKey difference
- Central document store per matter
- Version control
- Email save to matter
- Folder structures and templates
- Document indexing
- Predictive email filing
- Full-text search
- Check-in, check-out and edit locking
- Records management and legal hold
- Secure external file sharing
- AI document tagging and metadataArriving next
Document assembly and automation
4- Word merge templates
- Precedent library
- Court forms auto-populated
- Prompts and dynamic fields
Court forms, conveyancing and knowledge
5- Australian court forms library
- Auto-population from matter data
- Court e-filing
- Settlement management
- Support helpsheets and support site
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- Auto time trackingKey difference
- Auto time entry creationKey difference
- Manual time entry
- Timers
- Multiple concurrent timers
- Activity and fixed-fee recording
- Billable and non-billable tracking
- User budgets and targets
- AI-generated time narratives
- Mobile time capture
- Time entry from a file note
Tasks and workflow automation
6- Tasks and to-dos
- Task assignment and tracking
- Workflow templates and matter plans
- Automation engine
- No-code workflow builder
- Dependent tasks and triggers
Calendaring and key dates
6- Key dates and limitation dates
- Manual one-off key dates
- Auto-generated key dates
- Reminders and escalations
- Calendar and diary
- Outlook and 365 calendar sync
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- Online intake formsKey difference
- Entity-type intake formsKey difference
- Client self-service intakeKey difference
- Document collection at intakeKey difference
- Malware scan gate on uploads
- Staging-first intake
Contacts and communications
8- Document reviewKey difference
- Email document reviewsKey difference
- Contact records
- Contact to matter roles
- Beneficial ownership register
- Duplicate detection and merge
- Contact-level compliance status
- Email management and integration
Enquiries, migration and onboarding
6- Lead and enquiry capture
- Marketing source tracking
- Data migration tooling
- Concierge data migration
- Prospect self-service signupArriving next
- Sandbox with sample data
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- KYC and CDD capture
- Risk rating engine
- Entity-type CDD forms
- PEP and sanctions screening
- Source of funds and wealth
- Beneficial ownership
- KYC printable snapshot
- Pre-commencement client status
- Identity verification
- Client-sourced identity documents
- AML program and 7-year records
- Threshold and suspicious matter reporting
Security, permissions and administration
11- Role-based permissions
- Per-feature permissions
- Matter-scoped and firm-wide permissions
- Server-side enforcement
- User lock, disable and lockout
- Multi-tenant isolation
- Single sign-on and MFA
- Australian data residency
- Backups and disaster recovery
- Audit logs
- AI processing controls
Legal registers
2- Safe custody and deeds register
- Wills register
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- Standard reports
- Customisable dashboards
- Dashboard widget library
- Per-user configurable widgets
- Profitability, cost and profit
- Team and user reporting
- WIP, debtors and aged reports
- Export to Excel, PDF and HTML
Integrations and connections
6- AI running nativelyKey difference
- InfoTrack
- Microsoft 365 and Outlook
- Open banking feeds
- Law App as an MCP server
- Personal AI connections
Electronic signing
5Expected December 2026- Native e-signatureArriving next
- Signing order and multi-partyArriving next
- Audit trail
- Signing certificateArriving next
- Third-party e-signingArriving next
AI, built in with Lawrence.
Lawrence is Law App's own AI assistant, built in and hosted in Australia. It is already doing the firm's admin work. Document drafting, review and firm controls follow later in 2026.
What Lawrence does today
15- New file from a contractKey difference
- Transcribe a time sheetKey difference
- Transcribe a file noteKey difference
- Improve with Lawrence
- Ask about a file
- Create a file
- Create a contact
- Update a file
- Upload a document to a file
- Process an invoice
- File details
- File accounting
- Find reports
- Find text inside documents
- How to use Law App
Reading and reviewing the file
6Expected October 2026- AI document review and summarisationArriving next
- Matter dossierArriving next
- Matter questions and chronologiesArriving next
- AI client update draftArriving next
- AI contract draftingArriving next
- AI contract review and redlineArriving next
Control, choice and logging
3Expected October 2026- Configurable, open AIArriving next
- Firm and personal drafting rulebooksArriving next
- AI usage loggingArriving next
Drafting with Lawrence
11Expected December 2026- Lawrence, the built-in assistant
- AI document draftingArriving next
- AI fields in merge templatesArriving next
- AI drafting into email templatesArriving next
- Draft from selected documentsArriving next
- Draft from the Documents menuArriving next
- Streaming draft review and redraftArriving next
- Cited sources in AI draftsArriving next
- Drafting from a blank canvasArriving next
- AI-assisted template building
- Strict mode for court formsArriving next