CRM
Custom intake, business development, and matter lifecycle dashboards aligned to your practice.
All Your Firm. One Platform.
LegalsOne is the intranet operating system for modern law firms.
Unify CRM, Case Management (CMS), LMS, DMS, HR, and accounting into one secure, configurable environment. Turn modules on or off, tailor every workflow, and launch new features the moment your firm requests them.
CRM
Custom intake flows
LMS + DMS
Learning + documents
HR Portal
People ops in one view
One plan
Everything included
Modular
Toggle services on or off
Build-ready
New features on request
A platform built for every legal service line.
LegalsOne scales from boutique firms to enterprise practices. Configure each workspace, dashboard, and workflow for litigation, corporate, real estate, or any niche practice without spinning up new systems.
Firm-wide visibility
Practice group autonomy
Client-first workflows
Enterprise-grade governance
Case Management
Manage current client matters, milestones, and updates with dedicated case workflows.
LMS & DMS
Centralize case management, precedents, and matter documents with modern search and retention tools.
HR Portal
Streamline onboarding, HR requests, and performance reviews with firm-specific workflows.
Accounting Portal
Deliver finance insights, approvals, and profitability reporting without leaving the intranet.
Security & Controls
Turn features on or off per office, team, or matter. Maintain visibility with audit-ready reporting.
Customization is the default, not the exception.
Switch modules on or off, tailor each workflow, and create new services on demand. Your firm’s intranet should adapt to the way you practice law, not the other way around.
Firm Switchboard
Select a module to preview how LegalsOne configures each department. Every area can be personalized with unique permissions, data fields, and automation.
CRM Command Center
Shape intake, pipelines, and relationship intelligence for every practice group.
- Custom matter intake forms with routing rules
- Client lifecycle stages and win-loss insights
- Engagement notes synced with billing and DMS
Business Systems & Automation Consultant
Bring structure, automation, and Microsoft expertise into your daily operations.
Work with a Microsoft Office Expert-certified consultant who can design the business side of your operation just as carefully as the legal side. From Word templates and Excel workbooks to dashboards, Outlook systems, and process automation, LegalsOne helps firms build cleaner internal infrastructure.
Microsoft-Focused Expertise
Word, Excel, PowerPoint, Outlook, templates, dashboards, and operational automation.
Ideal for firms and service businesses that need polished documents, organized processes, and systems that reduce manual work.
Word Systems
Build branded letterheads, reusable templates, firm documents, styles, numbering systems, and polished client-facing files.
- Letterheads and document branding
- Template libraries and pleading formats
- Styles, headers, footers, and formatting cleanup
Excel Models & Workbooks
Turn spreadsheets into reliable operating tools with formulas, reporting logic, dashboards, and workflows your team can actually use.
- Formulas, validation, and workbook structure
- Operational trackers and KPI dashboards
- Reporting sheets for leadership and admin teams
Business Systems Organization
Clean up the technical side of running the business so information, responsibilities, and recurring tasks stay visible and consistent.
- Process mapping and workflow cleanup
- Folder structures, naming standards, and templates
- Internal systems aligned to how your team works
Automation & Admin Efficiency
Reduce repetitive tasks with practical automations built around Microsoft workflows and everyday office operations.
- Recurring reporting and admin process automation
- Outlook organization and workflow support
- Systems that save time without adding complexity
What this work can include
Custom Word templates
Excel dashboards
Workbook redesigns
PowerPoint presentation systems
Outlook organization
Document standardization
Process automation
Internal operations cleanup
Why firms hire for this
- Your documents need to look professional and stay consistent.
- Your spreadsheets are critical, but they are hard to maintain or trust.
- Your team is wasting time on repeatable admin work.
- You need someone who understands both business operations and Microsoft tools.
Secure by design for legal-grade governance.
LegalsOne keeps every document, workflow, and portal under your firm’s control. Role-based permissions and audit trails ensure that sensitive matters stay protected.
Role-Based Access
Control every module down to the matter, practice, or office level.
Audit-Ready Activity
Track changes, approvals, and access events for critical firm workflows.
Configurable Retention
Define retention and archival rules that align with client and regulatory requirements.
Built-In Compliance
Stay aligned with privacy expectations and internal governance needs.
One plan. Every capability included.
LegalsOne keeps pricing simple: one comprehensive plan with every module, feature, and support tier included. Add new functionality as your firm evolves—no upcharges.
Everything In One Platform
We work with your team to configure your intranet, migrate data, and build new tools for your firm. Every department gets a dedicated workspace with governance controls.
All-Inclusive Plan
Custom pricing tailored to firm size
- CRM, Case Management, LMS, DMS, HR & Accounting portals
- Unlimited custom workflows and automation
- Feature build-outs by request
- Dedicated onboarding and ongoing support
- Firm-wide analytics dashboards
Implementation designed around your firm.
We onboard your teams, map existing processes, and launch tailored intranet hubs without disruption to active matters.
1
Discovery & Blueprint
Workshop each practice group to define workflows, data fields, and permissions.
2
Configuration & Migration
Build custom dashboards, integrate data, and turn on modules as needed.
3
Training & Launch
Deliver role-based training for attorneys, staff, and leadership teams.
4
Ongoing Build-Out
Prioritize new features and enhancements as your firm grows.
Ready to unify your firm?
Let’s build an intranet that matches your workflows, practice groups, and client expectations. LegalsOne delivers a single platform for every team.