Run the business of law on one Microsoft platform

Clients, matters, time, documents, invoicing and trust accounting in one connected system, hosted in your own Microsoft 365 tenant.

One data modelClients, matters, billing and trust share the same records. No re-keying between systems.

Inside Microsoft 365Work from Outlook, Teams, SharePoint and Word, with Copilot built in.

Built for legalLEDES/UTBMS coding, rate cards, trust ledgers and matter budgets as standard.

Your tenant, your dataHosted in your organization’s Microsoft 365 tenant with Microsoft security.

Everything a legal practice runs on

Each module works on its own and gets stronger together.

Client and contact records with KYC, compliance details, related matters and invoices.

Search accounts, contacts, matters, leads, connections and DMS documents, rated by risk.

Configurable law and matter types, budgets, related parties, rate cards and billing events.

Invoice runs, line review, LEDES statements and Word/PDF tax invoices.

Client and office ledgers, receipts, payments, transfers and bank reconciliation.

My Dashboard, timers, billing, timekeeper, matter and finance reports.

Track emails to matters and create records without leaving Outlook.

Matter and client folders, previews, versions, templates and smart tagging.

Invoices, credit notes, bills and payments synchronized with Xero.

Documents, invoices and onboarding forms for clients; matters, tasks, timers and billing for staff.

Practice Management connects every step. Explore the rest of the flow.

Book a personal demonstration with David Blumentals, Director, Dynamics 365 Practice, or take the platform for a test drive.