AI inside the system — practical, not hype

Run your law firm with clarity and precision

Cases, hearings, POAs, documents, finance and reporting — plus AI to speed up reading, drafting, and follow-ups inside the case context.

AICasesHearingsPOAsDocumentsProfitability

Legal AI that saves time and improves quality

AI works inside the case context: summarizes documents, drafts messages, and turns hearing outcomes into follow-up tasks — faster operations, fewer mistakes.

Document summariesDraft messagesSemantic searchAuto follow-upsInside every record
Summarize case documents

Clear summary + critical points + key dates — inside the case screen.

Shareable summaryExtract key pointsFaster review for the team
Draft professional client messages

Turn notes into clean drafts (formal or simple) without changing meaning.

Ready emailsBetter toneLess writing time
Hearing outcome → follow-up tasks

Suggest tasks and actions with owners and dates — nothing gets missed.

Auto to-dosLinked to the caseReduce forgetting
Smart search across firm files

Search by meaning across cases, attachments, and messages — not exact keywords only.

Faster accessLess lost filesScales with growth
Secure and designed for law firm workflows
Permissions + audit + built-in workflow — without changing how you work.

System modules

Every area of the firm has a clear screen and workflow — faster work, fewer mistakes.

Cases

Cases — a clear case file you won’t lose

Everything in one place: parties, court info, submissions, documents, tasks — with instant visibility.

Classify by case type/court
Stages & procedures (claims, responses, memos, attachments)
Fast search in records & attachments
Track who did what and when (audit trail)
Case file
Cases
Hearings

Hearings — scheduling without stress

Schedule hearings per case, record outcomes, and generate follow-up tasks automatically.

Team calendar & workload allocation
Outcome + recommendations + follow-ups
Notifications (WhatsApp/email) before hearings
Weekly view of hearings load
Hearings
Hearings
Consultations

Consultations & contracts — from request to delivery

Manage consultation/contract requests end-to-end: pricing, approvals, and deliverables.

Templates for consultations & contracts
Quotations linked to each service
Statuses: draft / sent / approved
Archive deliverables in the same context
Quotations
Consultations
POAs

POAs — track expiry before it becomes a risk

Track POA expiry and renewals early, linked to clients and cases — no more missed POA dates.

Notify before expiry with your chosen lead time
POA status + attachments + renewal dates
Link POA to cases/consultations
Fine-grained permissions
POAs
POAs
Finance

Finance & profitability — know profit per case

Expenses, collections, invoices and receipts — all linked to the case, with clear profitability.

Profitability per case (P&L)
Overdue collections with follow-ups
Commissions based on your policies
Ready reports + pivots & analytics
Case profitability
Finance

Screenshots

Operational summary + KPIs + reports

Dashboard
Dashboard
Reports
Reports
Profitability
P&L

Why built on Odoo?

So the system can scale: reporting, security, automation, integrations — without rebuilding.

Reporting that gives you control

Dashboards, pivots and custom reports: profitability, lawyer performance, hearings load, overdue collections.

Real-time dashboardsFilter by branch/lawyer/case typeExport to Excel/PDF
Automation & approvals

Set workflows: approve quotations/expenses, close stages, and automate reminders.

ApprovalsAutomatic remindersTasks after key events
Enterprise-grade security & audit

Role-based access and an audit trail — know who changed what and when.

Access groupsRecord rules when neededReviewable logs
Integrations — WhatsApp/email/calendar/API

Need a client portal, WhatsApp, or external integrations? Odoo is a solid foundation to scale.

API-readyEmail + CalendarExpandable for KSA market

Security & audit

Clear role-based access, and know who changed what and when (Audit).

Access groups

Role-based access by lawyer/admin/accountant/partner…

Audit trail

Track actions by owner/date and review history when needed.

Expandable

Add record rules and integrations as you scale.

Frequently asked questions

Is it suitable for small and large firms?

Yes. Start simple (cases + hearings + documents + invoicing) and expand later with branches, deeper permissions, and reporting.

Can you migrate data from Excel or an old system?

Yes. We start with a sample, prepare import templates, then run a verified full migration.

Does it support governance and access control?

Role-based access with audit trail to support governance and compliance.

Do you provide training and support?

Yes. Onboarding + team training + support based on the chosen plan.