Most legal software ships the same product to every firm and asks you to set it up yourself. We work differently. You get dedicated monthly consulting hours with us, matched hour for hour: time spent deciding what your firm needs, and equal time spent building it into your platform.
Outlook for messages. A drive for files. A spreadsheet for intake. Clio for billing. QuickBooks for accounting. Nothing talks to anything else.
LegalsOne isn't another subscription to add to the pile. We build a firm-specific intranet around how you work, keep it running for you, and let you cancel the tools you're already paying for.
Most legal software companies sell you a license and leave you to configure it yourself. We don't. Every firm that joins LegalsOne gets a dedicated consultant and monthly hours to work with them. You decide what your firm needs. We build it directly into your platform.
The same person learns your firm and stays with you, month after month.
You decide what gets discussed and built each month. Nothing is generic.
The software is the output of the relationship, not the product itself.
Each month you choose how many consulting hours your firm needs. Every live hour with us is matched by an equal hour spent configuring, integrating, and building it directly into your platform.
A PI firm runs nothing like an estate planning firm. An immigration practice has completely different document and intake needs than a family law firm. Most software ignores that.
We do a discovery call first. Then we configure the platform around how your firm runs. Your team logs in on day one with a system built for them, not a blank template to figure out.
That's why we charge for consulting hours, not seats. Every month, half your hours are spent deciding what's next, and half are spent building it.
We ask about your practice areas, how intake works today, what your billing looks like, where your team loses time, and what tools you want to get off. That call shapes everything we build.
Your matter stages, intake forms, document templates, billing rates, folder structure, HR onboarding checklists, and staff training tracks. Set up to your firm before anyone touches it. Not a blank slate.
LawPay, Microsoft 365, Zoom Phone, Google, Adobe Sign. We connect what you're already on. If you need something beyond what's built in, we build it.
Your monthly hours carry forward. New practice areas, billing changes, new staff, new integrations. Not a support ticket queue you wait in.
Every module above is configured, customized, and connected during your monthly consulting hours, not a self-serve setup wizard you figure out alone.
Lead capture, intake triage, consultation workflows, and pipeline management. Tracks every lead from first contact through signed retainer.
Active matters, tasks, communications, billing, IOLTA trust accounting, and contingency workflows. Everything for an open case, in one place.
Auto-fillable templates, draft generation, packet assembly, and client questionnaire collection. Documents tied to their matters.
Publish firm policies, onboarding materials, and training content. Staff gets assigned work with completion and acknowledgement tracking.
Employee directory, onboarding and offboarding checklists, time-off requests, HR documents, credentials, engagements, and reputation tracking.
Budget planning by period, income and expense tracking, accounts, lines of credit, and annual summaries. Built into the same system your team already uses.
Runs in the background and captures your team's work automatically. Your billing team reviews the created intervals and assigns them to matters.
Matter and knowledge assistant. AI-powered consultation summaries, questionnaire auto-build, and communication translation.
Zoom Phone tied to your matters. Call recordings, transcripts, and consultation matching linked directly to contacts and case records.
Tokenized payment links for invoices and trust requests. Clients pay without accessing the intranet.
Send questionnaire links to clients. They fill it out, upload documents, and submit. Answers feed directly into Dockets.
Immigration form catalog with PDF field inspection, update checks, approval workflows, and template generation through Dockets.
Competitors charge per attorney and every hire adds a full seat fee. LegalsOne charges per module, and users are priced in small blocks. Adding one person doesn't cost you a full extra seat.
Every engagement begins with discovery and ends with a configured, migrated, and trained firm ready to launch. Configuration, integrations, and consulting continue every month after. No DIY. No templates you figure out yourself.
We ask about your practice areas, current tools, how intake works, and where your team loses time. A tailored demo follows within 48 hours.
We learn how your firm works: intake, matters, staff, communications, billing, and automations. Can include travel and in-person meetings.
Your firm’s private workspace is built. Secure access, your own branded subdomain, and document storage configured.
Matter stages, intake forms, document templates, billing rules, user roles, and folder structure. We set it all up based on what we learned in discovery.
Existing Clio, spreadsheet, or drive-based records migrated, validated, and signed off by you.
Virtual training for attorneys, paralegals, and admin. Academy pre-populated with firm-specific guides.
Your monthly consulting hours begin here. 14 days of guaranteed 2-hour response, then ongoing discovery, configuration, and support.
The level of customization has completely transformed the way we operate. Before LegalsOne, we were still relying on spreadsheets because our previous software couldn't give us the visibility we needed. Now everything is in one system and it evolves with our firm.
We ask about your practice areas, what you're running on, and what's not working. Then we show you exactly what we'd build around your firm.
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