Access Control Is Not A Settings Page
In most software, permissions are a convenience. In a firm they are a professional obligation. Ethical walls between matters, privilege that must not be waived by a careless share link, and retention rules that differ by jurisdiction and matter type.
That is why we treat access, audit and retention as the core data model rather than a feature layer. It costs a little more at the start and it is the reason these systems survive an audit, a client security review and, occasionally, a dispute.
- Matter-level access and ethical walls enforced in the data layer
- An append-only audit trail on every document and record
- Retention and legal hold configured per matter, not per firm
What We Build For Legal
The systems a firm, a legal department or a legaltech product runs on.
Practice & Case Management
Matters, parties, deadlines, tasks and documents in one system, with the docketing and limitation dates that cannot be missed.
Document Automation
Template-driven drafting with clause libraries and approvals, so routine documents stop consuming senior time.
Contract Lifecycle (CLM)
Request, draft, negotiate, sign, store and renew — with obligations and renewal dates surfaced before they lapse.
E-Discovery & Review
Ingestion, deduplication, search and review workflows with defensible logging of every decision made.
Client Portals
Secure matter updates, document exchange and billing visibility, which is the single thing clients ask for most.
Time, Billing & Trust
Time capture, rate rules, e-billing formats, disbursements and client account handling that reconciles.
What Decides Whether It Holds
Legal software is judged by a security questionnaire and, eventually, by a court.
Privilege & ethical walls
Access enforced per matter and per role at the data layer, so a wall cannot be walked around by a direct link.
Immutable audit trail
Append-only history of every view, edit, share and export — the record you need when a process is challenged.
Retention & legal hold
Automatic retention by matter type, and a hold that reliably stops deletion while a dispute is live.
Versioning & e-signature
Full version history, comparison and integrated e-signature with an evidence trail attached to the document.
Conflict checks
Party and relationship checking at intake, run against the whole matter history rather than a name search.
AI with a human sign-off
Summarisation and first-pass review where they save real time, always routed to a person who approves before it counts.
What We Connect To
Firms already run a document store, an accounting package and a diary. The value is in making those one workflow instead of four logins.
Talk to our teamHow We Deliver
Rolled out practice by practice, because a firm cannot pause fee earning for a cutover.
Map matters and duties
Matter types, workflows, retention duties and confidentiality requirements documented before design.
Core matter system
Matters, parties, access model and audit trail built first — everything else is layered on this.
Documents and automation
Document handling, templates, e-signature and billing added, with fee earners testing them on real matters.
Practice-by-practice rollout
One team live first with support on hand, then the rest, with historical matters migrated in batches.
Tell Us What The Firm Still Does By Hand
The intake spreadsheet, the precedent bank in a shared drive, the billing narrative typed twice. Those are usually the highest-value things to fix first.
Talk to our teamLegal Technology Questions
What firms and legaltech founders ask us before starting.