Legal Matters
CoreRun each engagement from intake through resolution on one permission-aware record.
Platform overview
Matters, work, billing, compliance and AI share one data model. Enter a client once; every module sees it.
Bring clients, parties, documents, deadlines and billing together around the matter, from intake and conflict screening to the team's next steps.
- Client Intake
Take the instruction
A prospect moves from a new enquiry through screening to an approved instruction. Forms and the conflict check run inside the pipeline.
- Legal Matters
Open one record
Keep the client, parties, team, documents, deadlines and billing activity on a shared matter record, with access controlled by permissions.
- Docket
Docket every date
Record hearings, filing windows and limitation dates against the matter. See docket dates alongside the firm's calendar.
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Find the matterBy status, practice area and responsible lawyer.
Assign tasks, manage document versions and track signatures. Share selected documents, updates and invoices through a client portal your firm controls.
- Workstreams
Run the workstream
Boards with tasks, child tasks, owners, priorities and due dates, inside a matter or across the firm.
- Documents
File and sign documents
Store, version and share files from the matter they belong to. Send a document for e-signature and track every signer to completion.
- Client Portal
Share it with the client
Choose whether clients can see documents, messages, invoices, work reports, matter status, workstreams and appointments through separate portal controls.
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Clear ownershipSee each task's priority and owner on the matter's board.
Record time, review billable work and send branded invoices. Reconcile client money against bank, recorded and client balances in the same workspace.
- Time & Expenses
Log the time
Timers and time entries with rates and disbursements, logged against the work and reviewed before anything reaches an invoice.
- Invoices
Send the invoice
Prepare branded invoices with live totals, send them through your firm's configured email and track payment status from draft to paid or overdue.
- Accounting
Reconcile the trust
Review client money by ledger and reconcile bank, recorded and client balances. Keep the chart of accounts, journals and expenses in the same workspace.
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Three-way reconciliationCompare bank, recorded and client balances, then see which periods are reconciled.
Screen conflicts, record client due diligence and track policy acknowledgements. Keep licences and obligations visible, with responsible holders, renewal dates and review records.
- Conflict Checks
Screen the conflict
Screen parties and relationships before engagement and record the outcome. Screening is a stage of intake, between a new enquiry and an approved instruction.
- AML / KYC
Record the diligence
Record AML/KYC checks for each client, with firm settings for sanctions screening, risk scoring and enhanced due diligence. Track licences, policies and obligations in the compliance register.
- Accounting
Reconcile client money
Compare bank, recorded and client balances through three-way reconciliation, and keep a record of each reconciled period.
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Time leftEvery licence, policy and obligation with its holder, its date and the time left.
Ask about a matter, create follow-up work and prepare drafts for review. Actions run as the assistant responds and appear in the reply.
- AI Assistant
Ask for a task
Ask for a task and it lands on the matter's workstream, where the team already works.
- Docket
Ask for a date
Add a hearing to the docket or a call to the firm calendar. Each stays linked to the matter where you requested it.
- Documents
Ask for a draft
Ask for a draft and the document is filed in the matter, versioned and shareable like any other file.
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Follow-up workCreate tasks, docket entries, calendar events and draft documents from the conversation.
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Matter contextAsk questions with the matter's records available as context.
Module directory
31 modules read and write the same firm, people, matters and permissions. Turn on what your practice needs.
Matters
Bring clients, parties, documents, deadlines and billing together around the matter, from intake and conflict screening to the team's next steps.
Contacts
CoreManage client contacts, companies, and relationships in a shared directory.
Maintain organization profiles for clients, counterparties, and referral sources.
Collect prospective-client information, run conflict checks, and control onboarding.
Track leads, referral sources, opportunities, and the firm's development pipeline.
Build and manage intake forms, questionnaires, and reusable checklists.
Track court dockets, filings, hearings, and judicial calendar events by matter.
Coordinate court dates, deadlines, meetings, and firm scheduling in one calendar.
Work
Assign tasks, manage document versions and track signatures. Share selected documents, updates and invoices through a client portal your firm controls.
Organize matter or firm initiatives into boards with tasks, owners, priorities, and due dates.
Documents
CoreStore, organize, version, and share documents from the work they belong to.
Create reusable matter, workstream, and document templates for repeatable legal work.
Prepare electronic signature requests and track each signer and completion state.
Manage firm conversations and client messaging through the shared Inbox.
Give clients secure access to shared documents, messages, invoices, and matter updates.
Build spaces and versioned pages, publish approved knowledge, and manage CLE courses.
A firm-wide feed for announcements — post, comment, and react, Threads-style.
Billing
Record time, review billable work and send branded invoices. Reconcile client money against bank, recorded and client balances in the same workspace.
Record time and disbursements, apply rates, review entries, and prepare them for invoicing.
Generate, send, and track professional invoices with firm-controlled templates.
Manage the chart of accounts, journals, expenses, trust reconciliation, and financial reports.
Define service offerings, fee schedules, and pricing packages for clients.
Create and send engagement proposals and fee proposals with priced line items.
Prepare salary sheets, pay components, deductions, contributions, and member payslips.
Review operational activity, workload, billing, and financial summaries across the firm.
Compliance
Screen conflicts, record client due diligence and track policy acknowledgements. Keep licences and obligations visible, with responsible holders, renewal dates and review records.
Screen parties and relationships before engagement and record the review outcome.
Run configurable client identity, due-diligence, and AML/KYC workflows.
Publish controlled, versioned firm policies, terms, standards, and acknowledgements.
Route internal requests, support issues, leave, and confidential reports through one queue.
Manage staff records, performance, leave, and timesheets with role-aware access.
AI
Ask about a matter, create follow-up work and prepare drafts for review. Actions run as the assistant responds and appear in the reply.
Use firm-governed AI for drafting, research support, summaries, and contract analysis.
Run workflow rules from record events such as assignments, reminders, and status changes.
Connect approved third-party tools, APIs, and embedded applications to the workspace.
Your firm. Your working day.
Additional workspaces for oversight, private work, client money and member wellbeing.
Dashboard
See law firm priorities, open assignments, docket dates and financial measures on a configurable dashboard, with access to the records behind the work.
My Desk
Build a personal legal workspace in My Desk with pages, notes, reminders, a focus timer and widgets for tasks, dates, matters and recorded hours.
Trust Accounting
Keep client ledgers, trust postings and three-way reconciliations together. Record client money separately and retain the figures behind each review.
Member Wellbeing
Give law firm members personal wellbeing check-ins, weekly trends and short practices, with controlled, opt-in weekly summaries for authorised viewers.
What it is not, yet.
Every claim on this page can be checked against the shipped product. These are its edges, pillar by pillar.
- MattersA general firm-data importer is not yet available. Create records in LawAOS and discuss high-volume migrations with the team before moving data.
- WorkDocuments are created and edited in the LawAOS editor. Live sync with Google Docs is not yet available.
- BillingOnline card payment appears on an invoice only once the firm has configured its supported payment provider.
- ComplianceSingle sign-on and SCIM provisioning are on the roadmap and not yet available.
- AIAI requests use the provider configured for the firm; retention and training terms vary by provider. LawAOS does not use firm content to train its own models.