CounselOS for · Practice managers
Books that balance. Lawyers that bill.
You reconcile trust, chase billable time, and keep the firm inside the rules. CounselOS puts trust movements, time approval, and migration validation in one product — with clear status for every integration your firm uses.
A day in the firm.
Trust reconciliation and pending authorisations on the dashboard. Flag anything that does not match the bank before the principal signs.
Batch-approve time entries with AI-suggested billing descriptions from the approval inbox, then generate invoices.
Fixed-fee matters approaching their cap — alert responsible solicitors before write-down.
Migration validation report after a switch: row counts, trust balances, and sign-off checklist before go-live.
One product
Trust and practice management
State rules
Built into trust workflows
Validation
Migration sign-off report
Walk through trust and migration validation in the demo.
Book a demoCounselOS for other roles in your firm: