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CounselOS

CounselOS for · Family law practices

Practice management software for Australian family lawyers

Family law matters move fast — parenting orders, property pools, disclosure deadlines, and emotionally charged client contact. CounselOS keeps each matter’s documents, dates, trust movements, and billing on one file. Compliance calendars surface limitation and court dates; costs disclosure tracking supports your professional obligations. Governed AI can assist with first drafts of letters and affidavits, but every output stays in review until a solicitor approves it.

Pain points we hear

Workflows on a typical matter

New parenting or property matter

Guided intake captures parties, children where relevant, and conflict checks. Workflow steps reflect family law stages your firm uses.

Compliance calendar

Limitation and key dates appear in list and month views. Escalate matters inside 14 or 30 days from the same screen.

Client communication

Draft a plain-English update on the matter. Review, then publish to the portal — or export for your usual email process after approval.

Billing and trust

Record time in the web app, approve narratives in batch, and reconcile trust against the bank before principal sign-off.

How CounselOS helps

Family lawyers get matter-centric workflows, compliance tooling built for Australian rules, a client portal for documents and invoices, and AI that never bypasses review. Conflict checking supports your judgment; principals hold or release matters when needed.

Relevant capabilities

Compliance calendar

Critical dates live on the matter — not only in Outlook. Alerts help your team escalate before dates become conduct issues.

Costs disclosure

Track disclosure provided and acknowledgements on the matter file so follow-up is visible to the whole team.

Document management

Privileged documents default to protected access. Work stays on the matter instead of personal drives.

Governed drafting

AI assists with letters and drafting from firm precedents. High-risk citations can block client copy until a principal clears them.

CounselOS is rolling out with Australian firms. Trust accounting, e-sign, bank feeds, and office accounting (Xero/MYOB) are enabled per firm after onboarding — we will confirm what is live on your account before you rely on it.

Common questions

Does CounselOS automate parenting or property advice?

No. AI assists with drafts and checklists only. Solicitors review every output before it is used with clients or filed.

Can clients upload documents securely?

The client portal supports document exchange when your firm enables it. Scope is confirmed during onboarding.

How do you handle highly sensitive information?

Documents default to privileged. Governed AI uses firm controls and audit logs — see Security and Responsible AI for detail.

See CounselOS for your firm

Walk through features, pricing for your team size, or a migration assessment if you are switching platforms.

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