Practice management for South African attorneys
The practice runs on one system.
Trust accounting, conveyancing, estates, deadlines and billing in one file for every matter. Built for the way South African firms actually work.
The system
Nine modules, one file.
Open a matter once. The trust ledger, the diary and the invoice all read from that same file, so nothing is typed twice.
Matters and clients
One file for every matter, with the parties, the instructions and the client's FICA records in it.
Trust accounting
Trust and business ledgers kept apart, with journals, trial balance and reconciliation.
Conveyancing
Transfers and bonds followed from instruction to registration, with the documents each stage needs.
Deceased estates
Estate files with the beneficiaries, assets, liabilities and correspondence that go with them.
Deadlines and diary
Court dates and firm deadlines on the matter, with reminders well before anything lapses.
Documents
Templates that fill themselves from the matter, version history and one place everything lives.
Billing and invoicing
Fees, disbursements, invoices and statements, with reminders that follow up on unpaid accounts.
Client portal
Where clients see progress and exchange documents without another email attachment.
Payroll and staff
Fee earners, payroll runs and tax settings kept with the practice they belong to.
Compliance and control
Built for privileged information.
Attorneys hold the most sensitive records a client will ever hand over. None of this is a setting you switch on. It is simply how the system works.
Every change is on the record
Every change to a record is logged with who made it, when and what it was before.
Sensitive access raises a flag
Access to protected client information is logged on its own and flagged, and repeated denials are raised for review.
Client detail is stripped before it travels
Names, identity numbers and account details are removed before anything leaves the firm and put back when it returns.
Each firm stands alone
Every record belongs to one firm. No matter, ledger or document is visible to another.
Pricing
One plan, priced per user.
The whole system from the first day. Nothing is held back for a higher tier. Prices exclude VAT.
Each further user is R2 500 a month. Add or remove people as the firm changes.
- All nine modules
- Trust and business accounting
- Billing and invoicing
- Legal calendar and deadlines
- Client portal
- Payment reminders
- Document drafting
- Email from your own Gmail or Outlook
- Unlimited matters
For firms with real volume, or moving off a system they have used for years.
- Everything in the standard plan
- Volume pricing
- Migration from your current system
- The integrations your firm needs
- Training for your staff
Get started
Open the firm's account.
Pay the first month online and the firm is set up as soon as the payment clears.
- 01 Open the account
- 02 Bring across your matters and balances
- 03 Add your people and set their access