Matters, trust accounting, statutory deadlines, document automation and a client portal — in a single platform built around the way Australian and New Zealand practices actually work, and the rules they are actually held to.
Purpose-built for the jurisdictions you practise in
Most practices run matters in one system, money in another, compliance in a spreadsheet and the client relationship in an inbox. Every seam is somewhere work gets dropped. This closes them.
Matter types you define, task workflows that fire on open, and a health signal that tells you which files have gone quiet before the client does.
Capture time where the work happens, turn it into invoices without re-keying, and see unbilled WIP and ageing debtors on one screen.
Not a generic CRM with an Australian flag on it. Costs disclosure thresholds, trust reconciliation, AML/CTF, VOI and CPD are first-class objects.
A portal that leads with what you need from them, not how many documents exist. Plus a bookable public page so new work arrives already in the system.
Documents merge from matter data, email files itself against the right matter, and an assistant that can see the file drafts the first version so you edit rather than start.
Utilisation, realisation, exposure and risk in numbers you can explain to a partner — not a score with no method behind it.
Three of the places a practice loses the most hours — and what replaces them.
Choose a matter type and the checklist, key dates and statutory deadlines are already there. Conveyancing arrives with a Victorian residential purchase workflow — eight stages, twenty-three tasks — that you can edit, because your practice is not a template.
Merge templates pull straight from matter data — no copy-paste, no wrong client name in a letter. Build court books that paginate, index and bookmark themselves, and send forms clients can complete and sign without an account.
Trust is a real ledger with a real balance, not a spreadsheet bolted on. Overdrawing a client ledger is refused in the model layer, not merely discouraged in the UI, and reconciliation is a monthly object with a variance you have to explain.
These are shipped, working modules — the things a firm would otherwise buy separately, or do in a spreadsheet and hope.
Generic practice software treats compliance as a note field. Here each obligation has a record, a due date, an evidence trail and someone answerable for it — because that is what you need when a regulator asks, not a folder of PDFs.
Thresholds at $750 and $3,000, ex-GST and ex-disbursements, with the ongoing duty to re-disclose when an estimate materially changes.
Per-matter ledgers, monthly reconciliation with variance, and an overdraw that is refused in the model layer rather than merely discouraged in the interface.
Risk assessment, verification of identity with evidence and expiry, and a register that shows what was checked, by whom, and when.
The 10-unit year with one unit in each mandatory field, tracked per practitioner, alongside practising certificate and PI insurance expiry.
Non-cash rewards only, personal injury excluded by default, and recorded informed consent before any reward can be issued.
Scheduled supervision of junior practitioners, a firm risk register scored on likelihood and impact, and audits with findings you can close out.
Matter types, custom fields, numbering and workflows are configuration — so the system fits how you already work. These arrive ready to use.
The portal opens with what you need from them — identity to verify, documents to upload, a form to sign — then shows progress against the milestones of their matter. Counts of documents come last, because nobody logs in to count documents.
Nobody changes practice-management software because of a feature list. They change when they believe the move is survivable and the data is safe.
The matter number format is yours to set, so files keep the references your team, your clients and your correspondence already use. Nothing gets renumbered because the software preferred it that way.
Bank details, mail passwords and integration credentials are encrypted at rest, not merely masked in the interface. Every tenant's data is scoped by firm on every query, and leaving is an export rather than a negotiation.
Every plan includes the compliance modules. They are not an upsell — they are the reason the software exists.
The compliance and practice modules are not an upsell tier.
Yes. There is a data import for clients and matters, and the matter number format is configurable so your existing references carry over rather than being renumbered. For larger migrations we will map your export columns with you before anything is written.
It is a real trust ledger — per-matter balances, receipts and disbursements, monthly reconciliation against the bank statement with a recorded variance, and statutory reminders. Withdrawing more than a matter holds is refused at the data layer, not just hidden in the interface.
Document storage is pluggable and you choose the backend, including Australian regions. The firm controls its own storage configuration rather than inheriting ours.
Thresholds and obligations are data, not hard-coded strings — costs disclosure thresholds, CPD requirements, deadline rules and public holidays are all configurable records. A rule change becomes an update to a row, not a wait for a release.
No. Employee records, leave with progressive NES accrual, timesheets and pay runs with payslips and ABA export are included. It calculates, records and exports; it does not lodge STP to the ATO, which requires ATO Digital Service Provider accreditation — we say so plainly rather than implying otherwise.
Month to month. Your data is exportable to Excel across matters, time, expenses, invoices, clients and reports, so leaving is a download rather than a negotiation.
Open a trial, create a real matter, and watch the checklist, key dates and statutory deadlines appear with it. That is the part that either fits your practice or does not — and it takes about five minutes to find out.