Practice management ERP for law firms that have outgrown Clio.
Custom practice management and ERP for law firms — matter management, time tracking, trust accounting, conflict checks, document automation. Built for how your firm actually runs.
Off-the-shelf practice management tools assume every firm runs the same way.
Clio, MyCase, PracticePanther, and similar tools are excellent for sole practitioners and small firms with standard workflows. Past 15–20 lawyers, the friction shows up.
Your billing rate structure isn't on the dropdown. Your matter types don't fit the templates. Your conflict-check process is more nuanced than the built-in tool supports. Your trust accounting workflow has firm-specific approval gates.
Forcing the firm into a generic tool means workarounds in spreadsheets and a system that lawyers quietly avoid. Pulling the firm out of the tool is a six-month migration project.
A practice management system fitted to your firm.
We build the modules your firm actually uses — matter management with your case types, time tracking with your billing rate logic, trust accounting with your approval workflow, conflict checks tied to your data, document automation against your templates.
Lawyers stop fighting the tool. Billing time drops. Audit-readiness improves. Your firm management gets the reports that actually inform decisions, not the canned ones a vendor decided you should see.
We ship the modules you need first, then add the rest. Most clients don't need every module on day one.
Matter management
Cases, parties, hearing dates, deadlines (with court rules calendaring), document linking, status workflows tailored to your practice types.
Time & billing
Time entry with your rate logic (lawyer × matter × task code × client agreement). Pre-billing review, bill generation, electronic billing (LEDES). AR tracking.
Trust accounting
Three-way reconciliation, IOLTA / IOLA / equivalent compliance, per-client trust balances, audit-ready logs. Approval gates configurable per firm policy.
Conflict checks
Search across parties, related entities, prior matters, and adverse parties. Tunable matching (exact, fuzzy, alias-aware). Documented results.
Document automation
Template-based document generation with merge fields from matter and party data. Version control, signature integration (DocuSign, Adobe Sign).
Client portals
Secure portals for document delivery, invoice access, payment, and case status. Branded to your firm.
Calendaring & deadlines
Integrated with court rules (where available by jurisdiction). Reminders, conflict detection, multi-attorney scheduling.
Reporting & insights
Realization rates, lawyer utilization, matter profitability, aging WIP, collection trends. Real numbers, not vanity dashboards.
Compliance & audit
Audit logs of every entry, approval chains for sensitive changes, retention policies. Built for bar audits and outside counsel guidelines reviews.
How a custom legal ERP gets built.
Same structure every time. We ship the first module to your team in 4–8 weeks, then build the rest while they're already using it.
- 01
Discover
1–2 weeks. We sit with your team, map workflows, and pick the first module to ship.
- 02
Architect
1–2 weeks. Data model, integrations, deployment topology. Documented before any code.
- 03
Build slice 1
3–5 weeks. First production module — usually the highest-pain part of your current workflow.
- 04
Build slices 2–N
1–3 months. Additional modules deployed continuously. Each integrates with the existing data model.
- 05
Run
Ongoing. We stay on after launch — bug fixes, new features, integrations as your business changes.
Built to integrate with the systems you already use.
The integrations below come up most often for legal operators. Anything with an API is fair game — these are just the common ones.
- QuickBooks / Xero
- Microsoft 365 / Google Workspace
- iManage / NetDocuments / SharePoint
- DocuSign / Adobe Sign
- LEDES (electronic billing)
- Stripe / LawPay
- Outlook / Gmail calendaring
- Court rules calendaring (CompuLaw, ProLaw)
- Bar association resources
- BI tools (Metabase, Tableau)
Custom ERP for other industries.
Modern, boring, hireable.
We build on standard tools your future team will be able to hire for. No proprietary platforms.
- Next.js
- TypeScript
- React
- Tailwind
- Postgres
- Prisma
- Drizzle
- Redis
- Vercel
- Railway
- Fly.io
- Docker
- Clerk
- WorkOS
- Auth0
- Stripe
- Plaid
- QuickBooks API
- Postgres views
- Metabase
- Recharts
The proof we ship ERPs.
Clear answers
for complex builds.
Clear answers on timelines, pricing, ownership, and what shipping actually looks like with a senior engineering team.
Clio is excellent for firms whose workflow matches Clio's model. Past ~20 lawyers or with non-standard billing/matter workflows, the cost of working around the tool exceeds the cost of custom. Custom isn't 'better than Clio' — it's the right call when your firm has differentiated workflows worth preserving.
Yes. We build trust accounting to comply with your state/province bar requirements. Three-way reconciliation, audit logs, per-client trust balances, approval workflows for trust-to-operating transfers. Standard part of legal-firm ERP builds.
Built in. LEDES 1998B and 2000 supported. Per-client outside-counsel guideline enforcement (rejecting non-compliant time entries before bill generation) is standard.
Yes. We integrate so matter records in the ERP link directly to document workspaces in iManage or NetDocuments. Same auth, single search across both, audit logs synced.
We're an AI-development team — we add AI features when they help. Common ones: AI-drafted matter intake summaries, AI-assisted contract review with extraction into matter records, AI-drafted invoice narratives reviewed by lawyers before send. We add AI where it speeds up real work, not for show.
Tell us your current systems, what's breaking, and what you'd want a fitted ERP to do — we'll come back with a written scope and a fixed quote.