Legal Practice Management
Manage matters, clients, time billing, and compliance for law firms and legal departments with ERPNext.
Matter to invoice — every stage managed in one platform
From opening a matter to closing the file, we configure ERPNext to handle your workflows, billing rules, client accounts, and compliance requirements.
- Matter and case lifecycle management
- Time tracking and fee billing
- Document and correspondence management
- Trust accounting and financial reporting
Next steps
Key Capabilities
Every module is configured around your practice areas, billing model, and compliance requirements.
Matter & Case Management
Structured matter files with status tracking, deadlines, hearing dates, and linked documents — all in one organized workspace.
Time Tracking & Fee Billing
Capture billable hours against matters, generate fee notes, and track outstanding balances with automated reminders.
Document Management
Centralized document repository with version control, access permissions, and matter-linked correspondence history.
Client & Conflict Management
Client intake workflows, conflict-of-interest checks, and secure client portals for matter status updates.
Trust & Client Accounting
Separate trust account ledgers, receipt and disbursement workflows, and reconciliation reports for regulatory compliance.
Practice Performance Analytics
Utilization rates, revenue per fee earner, matter profitability, and collections dashboards for practice management decisions.
Organizations we've helped
We deliver legal practice solutions with clear scope, smooth rollout, and long-term support.
Who it's for
How we work
A structured methodology that ensures billing accuracy and fee earner adoption from day one.
Discovery
We map your matter types, billing structures, and compliance requirements.
Design
We design the matter workflow, billing rules, and document hierarchy.
Implement
We configure, migrate matter data, train fee earners, and go live.
Support
We provide ongoing compliance updates, reporting setup, and system upgrades.
Frequently Asked Questions
Can each lawyer track their own time and billing?+
Yes — individual timesheet tracking and billing reports are maintained per fee earner.
Does it handle retainer billing models?+
Yes — retainer accounts and drawdown billing configurations are fully supported.
Can we store and manage documents per matter?+
Yes — document attachments and version history are supported at the matter level.
Is trust accounting kept separate from office accounts?+
Yes — trust and office ledgers are configured as strictly separate accounts with no co-mingling.
Recommended alongside legal practice management
These modules keep your billing, trust accounting, and compliance watertight.
Ready to modernize your legal practice?
Start with a tailored audit or see the platform in action — we'll shape the engagement around your practice's needs.