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Legal software and platforms for law firms

Keep matters, deadlines, documents and client updates connected

In many firms a case lives in an email thread, a folder of PDFs and one lawyer’s memory of the next deadline. Clients call to ask what’s happening, and associates spend evenings on first drafts that follow the same template. We build software that tracks every matter and its deadlines, generates standard documents from your templates and gives clients a portal to check status and send files. AI can summarise and draft; a lawyer always reviews the result.

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  • Matters, deadlines and tasks in one place
  • Standard documents built from your templates
  • A client portal for status, files and messages
  • AI drafts and summaries, checked by a lawyer

Why it works.

  • 01

    Deadlines nobody has to remember

    Each matter has its stages and due dates, with reminders to the responsible lawyer and a stand-in. Nothing depends on one person’s calendar.

    Deadline tracking

  • 02

    First drafts in minutes, not evenings

    Engagement letters, powers of attorney, contracts and standard filings are built from your templates and the matter data. Lawyers edit and approve instead of copying from the last similar file.

    Template documents

  • 03

    Clients see progress without calling

    A portal shows the stage of each matter, asks for missing documents and keeps messages in one thread instead of scattered emails.

    Client portal

  • 04

    Your procedures, including the odd steps

    Intake, conflict checks, approvals and billing milestones follow the way your firm works, not a generic practice-management template.

    Your workflow

A new matter, from enquiry to signature.

Most firms don’t need AI everywhere. It earns its place in two steps, sorting what comes in and preparing first drafts.

  1. A client gets in touch Through a form on your website or the portal, with documents attached
  2. The request is sorted AI reads it, suggests the matter type and summarises the attached documents
  3. Conflict check Names checked against existing clients and opposing parties
  4. A lawyer accepts Reviews the summary, sets the fee and the responsible lawyer
  5. Documents prepared Engagement letter and first documents built from your templates
  6. Signed and tracked E-signature, then stages and deadlines run in the system
The lawyer’s decision sits in the middle on purpose. AI prepares the file. It never accepts a client or gives advice.

What we’ve learned.

From the projects we’ve built in this area.

  • 01

    Made-up answers cost more here than anywhere.

    Language models can write confident text that cites cases or clauses that don’t exist, and courts have already sanctioned lawyers for filing such citations. We build legal AI to answer only from documents you provide, show the source passage for every statement and leave the final text to a lawyer.

  • 02

    Templates first, AI second.

    Most of the time saved on documents comes from good templates filled with matter data, not from AI. A power of attorney shouldn’t be “written” by a model at all. Use AI where the text genuinely varies, such as summarising a long contract or comparing two versions of it.

  • 03

    Decide where client files may go.

    Client files are confidential and full of personal data. Before adding any AI feature, agree which documents may go to an external AI service (EU hosting, no training on your data) and which must stay on your own servers. For the most sensitive work, private AI on self-hosted models is an option.

  • 04

    Start with intake or one document family.

    Replacing a whole practice-management system at once is a big project, mostly because of data migration and habits. A portal for one service, or automating one family of documents, shows results within weeks and tells you what the next step should be.

What we can build.

  • Matters and deadlines

    • Matters with stages, deadlines and responsible lawyers
    • Tasks, reminders and stand-ins during absences
    • Time and expenses recorded per matter
    • Conflict checks against your client list

  • Documents

    • Letters, contracts and filings from your templates
    • A library of approved clauses
    • Version history and e-signature
    • AI search across matter files, with links to the source page

  • Client-facing services

    • Client portals with status, files and messages
    • Online intake and fixed-fee legal services
    • Booking and payment for consultations
    • Notifications when a matter moves or a document is needed

  • AI with review

    • Summaries of long contracts and case files
    • Parties, dates and amounts pulled from documents
    • First drafts of replies and standard clauses
    • Private AI on your own servers for sensitive files

Email and folders, a practice-management app or a custom system?

Many firms are well served by an off-the-shelf practice-management app. Custom software makes sense when your services, documents or client experience are what sets you apart.

Email and shared foldersPractice-management appCustom system
Deadline tracking Partly Yes Yes
Documents from your own templates No Partly Yes
Client portal for your services No Partly Yes
AI that answers only from your files No Partly Yes
Fits an unusual service or product No No Yes
Cost to start None Monthly fee per user One-off build price
Ready to use Today Days to weeks 6 weeks to 3 months
For a classic practice, start with a good off-the-shelf app and build only what it lacks, such as a client portal or a document generator connected to it. Firms that sell legal services online usually need their own platform.

Projects like this.

What we’ve built for clients in this field.

  • Legaltech

    MyLegalTeam.ai

    Legaltech platform · Europe

    The problem

    The team needed a platform where clients could use legal services online.

    What we built

    • Online access to legal services
    • Workflows from the client’s request to the finished service
    • Product features assisted by AI

    What changed: A platform for taking client requests and providing legal services online. In the client’s words, a fully working product in two months, for a fraction of what traditional agencies cost.

  • Legal operations

    FIVA / Dagital Legal

    Certification platform · Europe

    The problem

    The business needed a digital workflow for bookings, documents and the work of its commissioners.

    What we built

    • Booking workflow
    • Document generation
    • Admin tools for staff and commissioners

    What changed: Bookings, document generation and commissioner administration handled in one platform.

How the first version comes together.

A typical timeline. We confirm yours after the project workshop.

  1. Week 1

    Project workshop

    We map one process with the lawyers and staff who run it, for example intake, one family of documents or client updates. You get a fixed price before any build starts.

  2. Weeks 2–3

    Matters and templates

    Your matter types, stages and document templates set up, with a demo every week on anonymised real examples.

  3. Weeks 4–7

    Pilot with one practice area

    The portal or document automation used by a few lawyers and real clients, adjusted after each demo.

  4. Launch

    The whole firm moves over

    You own the code, repositories and accounts. We fix bugs for free for 3 months.

  5. Then

    AI and more services

    Summaries, drafting help and search, added where the pilot shows they would save time.

AI comes last on purpose. It needs clean matters and templates to work from, and real use shows where it is worth adding.

Case studies.

Systems we’ve built that are close to this one.

  • Dilly Labs

    Fintech · San Francisco, CA

    A platform for choosing financial technology vendors

    Tools for financial institutions to compare vendors, collect proposals, and record their decisions

    Read the case study

  • Shovels.ai

    Construction Intelligence · Lafayette, CA

    Charlie: Ask questions about construction data

    An AI assistant that answers questions about building permits and contractors using current database records.

    Read the case study

Further reading.

  1. AI document processing for invoices, contracts and forms How AI reads invoices, contracts and forms, how rules catch its mistakes, what to leave to a person, and how to test accuracy on your own documents. Read the article
  2. AI hallucinations: why they happen and how to design around them Why language models state wrong facts with confidence, when that’s dangerous, and the design techniques that catch errors before customers see them. Read the article
  3. RAG explained: how AI answers questions from your own documents How retrieval-augmented generation works, what makes its answers good or bad, and when it is the right way to give AI your company’s knowledge. Read the article

Questions people ask.

Is this only for larger firms?

No. Small firms often gain more, because the same two or three people do the legal work and the admin. A first version can cover one area, such as intake and client updates, or one family of documents.

Shouldn’t we use an existing practice-management app?

If it fits, yes. Off-the-shelf apps handle matters, time and billing well for a classic practice. We build when your services or documents don’t fit them, or when you sell legal services online. We can also add a portal or automation connected to the app you already use.

What does legal software cost?

Automating one family of documents, or a simple intake connected to one or two systems, usually costs €5–10k. A client portal with matter management is typically €10–30k. A legaltech platform with payments and many integrations starts at €30k. We fix the price after the project workshop.

How long does a first version take?

Our past projects reached a first version in 6 weeks to 3 months. MyLegalTeam.ai had a working product in about two months. Migrating years of matters from an old system adds time, so we often start with new matters only.

Can AI give legal advice in the system?

We don’t build it to. AI can summarise documents, pull out dates and parties, find relevant passages and draft text for a lawyer to review. Anything a client receives as advice is checked and approved by a lawyer, and the system records who approved it.

How do you protect confidential client data?

Access is set per matter and per role, every opened file is logged and data is hosted in the EU. For AI we use providers that don’t train on your data, or open-weight models on your own servers when files must not leave them. Your data protection and professional rules set the requirements; we build to them.

Can it connect to the tools we already use?

Yes, in most cases. Typical connections are Microsoft 365 or Google Workspace for email and calendars, e-signature services, accounting and invoicing software, and practice-management apps that have an API. Where there is no API, we use exports or a shared folder.

Who owns the software?

You do. The code, repositories, accounts and data belong to you, which matters most for legaltech products, where the platform is the business. We fix bugs for free for 3 months, then offer optional monthly support.

Thinking about legal software or legaltech?

Tell us about one process, such as intake, a family of documents or client updates. In 30 minutes we’ll tell you what to build first, whether AI belongs in it and a rough price.

JurajCEO, QikBuild

You leave the call with

  • What we would build first
  • A rough price range
  • Whether custom software makes sense for you
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