Legal Software

Custom legal software development.

Client intake, matter tracking, and case communications built around real legal-practice workflows. The team behind SmartBarrister.

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What we build

Production legal software.

Client intake flows

Conflict checks, KYC, engagement letters, e-signature — the opening act of every matter, automated.

Matter management

Case files, deadlines, tasks, documents — organized the way legal practices actually file and retrieve.

Client communications

Threaded, matter-scoped conversations. Auto-logged, searchable, compliant with retention rules.

Time & billing

Timer capture, narratives, matter WIP, invoicing, trust accounting — integrated with Xero/QuickBooks.

Document automation

Template libraries, clause banks, merge fields — draft a full engagement pack in one pass.

Court & registry integrations

Filing portal integration, case-law search connectors, land registry, Companies House — the systems that actually matter.

Case Study

SmartBarrister

A CRM built around how UK legal practices actually work.

  • Matter-scoped comms
  • Automated intake
  • Document templates
  • Designed for UK practice
Read the full case study
Technical depth

Built for the way lawyers work.

Workflow modeling

We start by mapping the real practice workflow — intake, retainer, discovery, motions, billing — then build the software around it.

Data security & retention

Encryption at rest and in transit, audit logs, role-based access, retention-policy enforcement — required for legal clients, not optional.

Integrations that matter

Xero, QuickBooks, DocuSign, e-signature, court e-filing portals, conflict-check databases — the stack lawyers already touch.

Matter-centric architecture

Everything hangs off the matter: comms, time, docs, billing. No orphaned records, no mystery emails — every artifact lives in a case.

Who we build for

Firms and founders.

Mid-size firms replacing Clio/MyCase

You’ve outgrown the off-the-shelf tools and want a CRM that fits your practice, not the other way around.

Specialist practices

Immigration, family, conveyancing, litigation — each has workflows generic CRMs can’t handle. We build around yours.

Legal-tech SaaS founders

You’re building a product for lawyers and need a team that has actually shipped one — not promises in a pitch deck.

FAQ

Frequently asked questions

  • How long does a legal CRM build take?

    10–14 weeks for an MVP covering intake, matter management, comms, and time/billing. Document automation and advanced integrations follow in phase 2.

  • Can you integrate with Xero or QuickBooks?

    Yes — time-to-invoice pipelines that sync to Xero or QuickBooks, including trust accounting where applicable.

  • Do you handle data residency and retention?

    Yes. We deploy to UK or EU regions with retention-policy enforcement, encrypted backups, and audit logs that survive regulator inspection.

  • Can you build document automation?

    Yes — clause libraries, merge fields, template inheritance. Draft a full engagement pack in one pass from matter data.

  • How do you handle conflict checks and KYC?

    We build conflict-check databases against existing matter history, plus KYC pipelines integrating identity-verification providers like Onfido or Veriff.

  • Can I move data off a legacy system?

    Yes. We’ve migrated firms from Clio, Actionstep, LEAP, and bespoke Access databases. Data migration is part of the engagement, not a separate line item.

Ready to build your legal platform?

Tell us what you’re building. Typical response within one business day. UK + US hours covered.

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