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Setting up storage and offline tools. This can take a bit longer after installing the app or clearing app data.
One Platform. Complete Control.
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Finding the right tools for your business
Total Solutions. Total Control.
Loading products
Finding the right tools for your business
Total Solutions. Total Control.
Law practice management with matter tracking, document management with version control, time recording with billable hour targets, trust accounting, court diary management, and client communication portals. Includes conflict-of-interest checking, deadline tracking with court date alerts, FICA compliance management, and integration with legal billing standards for South African law firms.
The tools to run legal work end to end.
Full matter lifecycle from intake through resolution with hierarchical task tracking, opposing party records, and matter-linked documents
Granular time capture with configurable intervals, billable targets per fee earner, disbursement tracking, and automated fee generation
Matter-linked document storage with version control, precedent libraries, document assembly templates, and collaboration tools
Legally-binding electronic signatures with signature field positioning, multi-recipient signing workflows, tamper-proof audit trails, and secure document sharing
Section 86 trust account management with trust receipt/payment processing, interest allocation, and Law Society compliance reporting
Court date management, prescription deadline tracking, statutory timeline alerts, and automatic diary entry from matter milestones
Secure client access to matter updates, document sharing, invoice viewing, trust balance enquiries, and appointment scheduling
Automated conflict screening across all matters, parties, and related entities with clearance approval workflow
FICA/RICA verification tracking, risk rating management, suspicious transaction reporting, and regulatory compliance documentation
Teams running legal operations.
Where teams put it to work day to day.
Case management, document tracking, billable hours, court dates, and client communication
Debt collection, payment disputes, and accounts receivable follow-up workflow management
Comprehensive quality assurance and compliance management including ISO 9001/14001/45001 audits, non-conformance reports (NCR), corrective/preventive actions (CAPA), risk assessments, document control, training management, and health & safety compliance. Optimized for SmartTask mobile QA inspections.
Enterprise Customer Relationship Management - Track leads, opportunities, activities, and campaigns with full pipeline management
Centralized marketing material management with design studio, brochure/video library, bulk email campaigns, and customer-facing content delivery. Upload once, use many times across quotes, proposals, and customer communications.
Inbound email-to-work-item pipeline. Monitors shared mailboxes and inbound webhooks, auto-creates email tasks (ETSK), acknowledges the sender with a reference number, and lets the team accept items into downstream workflows (vacancies, tickets, jobs, orders) or purge them — quietly or with a response. Complements Communications Management, which covers outbound bulk mailing.
Start your free trial today — enable Legal Services and see it working on your own data in one sitting.
14-day free trial • No credit card required
This industry package runs on Total Operations and connects to the rest of the platform.
Browse the full product catalog →Law practice management with matter tracking, document management with version control, time recording with billable hour targets, trust accounting, court diary management, and client communication portals. Includes conflict-of-interest checking, deadline tracking with court date alerts, FICA compliance management, and integration with legal billing standards for South African law firms.
The tools to run legal work end to end.
Full matter lifecycle from intake through resolution with hierarchical task tracking, opposing party records, and matter-linked documents
Granular time capture with configurable intervals, billable targets per fee earner, disbursement tracking, and automated fee generation
Matter-linked document storage with version control, precedent libraries, document assembly templates, and collaboration tools
Legally-binding electronic signatures with signature field positioning, multi-recipient signing workflows, tamper-proof audit trails, and secure document sharing
Section 86 trust account management with trust receipt/payment processing, interest allocation, and Law Society compliance reporting
Court date management, prescription deadline tracking, statutory timeline alerts, and automatic diary entry from matter milestones
Secure client access to matter updates, document sharing, invoice viewing, trust balance enquiries, and appointment scheduling
Automated conflict screening across all matters, parties, and related entities with clearance approval workflow
FICA/RICA verification tracking, risk rating management, suspicious transaction reporting, and regulatory compliance documentation
Teams running legal operations.
Where teams put it to work day to day.
Case management, document tracking, billable hours, court dates, and client communication
Debt collection, payment disputes, and accounts receivable follow-up workflow management
Comprehensive quality assurance and compliance management including ISO 9001/14001/45001 audits, non-conformance reports (NCR), corrective/preventive actions (CAPA), risk assessments, document control, training management, and health & safety compliance. Optimized for SmartTask mobile QA inspections.
Enterprise Customer Relationship Management - Track leads, opportunities, activities, and campaigns with full pipeline management
Centralized marketing material management with design studio, brochure/video library, bulk email campaigns, and customer-facing content delivery. Upload once, use many times across quotes, proposals, and customer communications.
Inbound email-to-work-item pipeline. Monitors shared mailboxes and inbound webhooks, auto-creates email tasks (ETSK), acknowledges the sender with a reference number, and lets the team accept items into downstream workflows (vacancies, tickets, jobs, orders) or purge them — quietly or with a response. Complements Communications Management, which covers outbound bulk mailing.
Start your free trial today — enable Legal Services and see it working on your own data in one sitting.
14-day free trial • No credit card required
This industry package runs on Total Operations and connects to the rest of the platform.
Browse the full product catalog →