Cases, hearings, POAs, documents, finance and reporting — plus AI to speed up reading, drafting, and follow-ups inside the case context.
AI works inside the case context: summarizes documents, drafts messages, and turns hearing outcomes into follow-up tasks — faster operations, fewer mistakes.
Clear summary + critical points + key dates — inside the case screen.
Turn notes into clean drafts (formal or simple) without changing meaning.
Suggest tasks and actions with owners and dates — nothing gets missed.
Search by meaning across cases, attachments, and messages — not exact keywords only.
Every area of the firm has a clear screen and workflow — faster work, fewer mistakes.
Everything in one place: parties, court info, submissions, documents, tasks — with instant visibility.
Schedule hearings per case, record outcomes, and generate follow-up tasks automatically.
Manage consultation/contract requests end-to-end: pricing, approvals, and deliverables.
Track POA expiry and renewals early, linked to clients and cases — no more missed POA dates.
Expenses, collections, invoices and receipts — all linked to the case, with clear profitability.
Operational summary + KPIs + reports
So the system can scale: reporting, security, automation, integrations — without rebuilding.
Dashboards, pivots and custom reports: profitability, lawyer performance, hearings load, overdue collections.
Set workflows: approve quotations/expenses, close stages, and automate reminders.
Role-based access and an audit trail — know who changed what and when.
Need a client portal, WhatsApp, or external integrations? Odoo is a solid foundation to scale.
Clear role-based access, and know who changed what and when (Audit).
Role-based access by lawyer/admin/accountant/partner…
Track actions by owner/date and review history when needed.
Add record rules and integrations as you scale.
Yes. Start simple (cases + hearings + documents + invoicing) and expand later with branches, deeper permissions, and reporting.
Yes. We start with a sample, prepare import templates, then run a verified full migration.
Role-based access with audit trail to support governance and compliance.
Yes. Onboarding + team training + support based on the chosen plan.