Every client’s work, from the first inquiry to the final invoice.
The app a law practice runs on: take on clients clear of conflicts, do the work and bill it, with every client’s money held apart.
- Grund
- Petrakis was a seller we acted against in 2022; no current matter, no confidential information held.
- Projekt
- Série A · Brightwell Labs
- Stillet af
- Beatriz Lopes
- Godkendt af
- Rafael Ferreira
- Besluttet
- 12/11/2026
- Værdi
- $4,800
- Klient
- Thu and David Nguyen
- Project Number
- HEL-2026-024
- Status
- Afholdt
- Betalt
- 12/11/2026
- Klient
- Savanna Dairies Ltd
- Afholdt
- Ksh 500,000
- Beløb
- Ksh 640,000
- Bank (Justeret)
- £1,284,310.55
- Tillidsjournal
- £1,284,310.55
- Klientregnskaber
- £1,284,310.55
- Afslutning
- Eleanor Vale
- Dokumenter
- 4
- Sendt
- 10/11/2026
- Undertegnet
- 12/11/2026
- Klient
- Adaeze Okonkwo
- Forfaldsdato
- 2026-11-09
- Grund
- Petrakis was a seller we acted against in 2022; no current matter, no confidential information held.
- Projekt
- Série A · Brightwell Labs
- Stillet af
- Beatriz Lopes
- Godkendt af
- Rafael Ferreira
- Besluttet
- 12/11/2026
- Værdi
- $4,800
- Klient
- Thu and David Nguyen
- Project Number
- HEL-2026-024
- Status
- Afholdt
- Betalt
- 12/11/2026
- Klient
- Savanna Dairies Ltd
- Afholdt
- Ksh 500,000
- Beløb
- Ksh 640,000
- Bank (Justeret)
- £1,284,310.55
- Tillidsjournal
- £1,284,310.55
- Klientregnskaber
- £1,284,310.55
- Afslutning
- Eleanor Vale
- Dokumenter
- 4
- Sendt
- 10/11/2026
- Undertegnet
- 12/11/2026
- Klient
- Adaeze Okonkwo
- Forfaldsdato
- 2026-11-09
- Grund
- Petrakis was a seller we acted against in 2022; no current matter, no confidential information held.
- Projekt
- Série A · Brightwell Labs
- Stillet af
- Beatriz Lopes
- Godkendt af
- Rafael Ferreira
- Besluttet
- 12/11/2026
- Værdi
- $4,800
- Klient
- Thu and David Nguyen
- Project Number
- HEL-2026-024
- Status
- Afholdt
- Betalt
- 12/11/2026
- Klient
- Savanna Dairies Ltd
- Afholdt
- Ksh 500,000
- Beløb
- Ksh 640,000
- Bank (Justeret)
- £1,284,310.55
- Tillidsjournal
- £1,284,310.55
- Klientregnskaber
- £1,284,310.55
- Afslutning
- Eleanor Vale
- Dokumenter
- 4
- Sendt
- 10/11/2026
- Undertegnet
- 12/11/2026
- Klient
- Adaeze Okonkwo
- Forfaldsdato
- 2026-11-09
- Grund
- Petrakis was a seller we acted against in 2022; no current matter, no confidential information held.
- Projekt
- Série A · Brightwell Labs
- Stillet af
- Beatriz Lopes
- Godkendt af
- Rafael Ferreira
- Besluttet
- 12/11/2026
- Værdi
- $4,800
- Klient
- Thu and David Nguyen
- Project Number
- HEL-2026-024
- Status
- Afholdt
- Betalt
- 12/11/2026
- Klient
- Savanna Dairies Ltd
- Afholdt
- Ksh 500,000
- Beløb
- Ksh 640,000
- Bank (Justeret)
- £1,284,310.55
- Tillidsjournal
- £1,284,310.55
- Klientregnskaber
- £1,284,310.55
- Afslutning
- Eleanor Vale
- Dokumenter
- 4
- Sendt
- 10/11/2026
- Undertegnet
- 12/11/2026
- Klient
- Adaeze Okonkwo
- Forfaldsdato
- 2026-11-09
- Grund
- Petrakis was a seller we acted against in 2022; no current matter, no confidential information held.
- Projekt
- Série A · Brightwell Labs
- Stillet af
- Beatriz Lopes
- Godkendt af
- Rafael Ferreira
- Besluttet
- 12/11/2026
- Værdi
- $4,800
- Klient
- Thu and David Nguyen
- Project Number
- HEL-2026-024
- Status
- Afholdt
- Betalt
- 12/11/2026
- Klient
- Savanna Dairies Ltd
- Afholdt
- Ksh 500,000
- Beløb
- Ksh 640,000
- Bank (Justeret)
- £1,284,310.55
- Tillidsjournal
- £1,284,310.55
- Klientregnskaber
- £1,284,310.55
- Afslutning
- Eleanor Vale
- Dokumenter
- 4
- Sendt
- 10/11/2026
- Undertegnet
- 12/11/2026
- Klient
- Adaeze Okonkwo
- Forfaldsdato
- 2026-11-09
Everything a practice runs on, in order
From the inquiry to the closing letter.
One Project
A client’s work, screen by screen.
The Day
Today, the Calendar, appointments and the front desk.
Indtagelse
Inquiries, conflict checks and proposals.
Klienter
Each client’s record, checks and portal.
The Project
Parties, the wall, dates, documents and closings.
Time and Money
Time, billing and client money.
Legal Departments
Requests, contracts and outside counsel.
Kommunikation
Conversations with clients and calls to your numbers.
One client’s work, from the inquiry to the closing letter
What the front desk, the lawyer, the paralegal and the billing desk each do, screen by screen.
The inquiry
An answer to the inquiry form on your website, a consultation booked online or a call lands in Inquiries, and the owner of the inquiry is told.
Forespørgsler
Everyone who asked for help, from the first inquiry to a signed proposal.
| Forespørgsel | Status | Telefon | Kilde | Point | Ejer | Oprettet | Svar (h) | Venter | |
|---|---|---|---|---|---|---|---|---|---|
| Margaret Ellison | Ny | (512) 555-0148 | m.ellison@outlook.com | Website | Hurtig | Dana Harmon | 11/12/2026 | 0.3 | 2h |
| Robert & Linda Okoye | Ny | (512) 555-0193 | okoye.family@gmail.com | Referral | Varm | Dana Harmon | 11/12/2026 | 0.8 | 5h |
| Tomás Villarreal | Kontaktet | (737) 555-0122 | tvillarreal@icloud.com | Website | Hurtig | Priya Nair | 11/11/2026 | 1.2 | 1d |
| Brazos Valley Ranch LLC | Godkendt | (512) 555-0177 | office@brazosvalleyranch.com | Referral | Varm | Dana Harmon | 11/10/2026 | 0.6 | 2d |
| Eleanor Whitcomb | Godkendt | (512) 555-0109 | ewhitcomb@gmail.com | Event | Varm | Priya Nair | 11/09/2026 | 2.1 | 3d |
| Kevin Do | Kontaktet | (737) 555-0164 | kevin.do@proton.me | Google Local Services | Kold | Priya Nair | 11/08/2026 | 3.5 | 4d |
| Sandra Pruitt | Konverteret | (512) 555-0131 | spruitt@yahoo.com | Walk-in | Hurtig | Dana Harmon | 11/06/2026 | 0.4 | 6d |
The conflict check
Every name on the inquiry is searched against every client, party and project, past and present. The check is cleared, waived or declined, and a waiver waits in Approvals.
Konfliktkontroller
Search every party, alias and related organization across every project, past and present, then clear, ask for a waiver or decline.
Konfliktkontrol
Kør tjekResultater
Forslaget
The scope, the fees and the terms go out as one proposal and come back signed, with Proposals and Sign. Signed, it opens the project with its number.
Forslag
Every proposal: its scope, fees and terms in one link, and where it stands with the client.
| Forslag | Forespørgsel | Status | Værdi | Sendt | Gyldig Indtil |
|---|---|---|---|---|---|
| Series A Financing · Brightwell Labs | Brightwell Labs | Venter på svar | R$ 185.000,00 | 09/11/2026 | 23/11/2026 |
| Convertible Notes · Tapioca Studio | Tapioca Studio | Venter på svar | R$ 42.000,00 | 07/11/2026 | 14/11/2026 |
| Shareholders’ Agreement · Vila Nova Foods | Vila Nova Foods | <Ændringer anmodes> | R$ 68.000,00 | 04/11/2026 | 18/11/2026 |
| Debenture Issue · Rota Sul Energia | Rota Sul Energia | Accepteret | R$ 410.000,00 | 31/10/2026 | 30/11/2026 |
| Seed Round · Caju Pay | Caju Pay | Venter på svar | R$ 36.500,00 | 11/11/2026 | 25/11/2026 |
| Venture Debt · Mapa Saúde | Mapa Saúde | Accepteret | R$ 124.000,00 | 27/10/2026 | 26/11/2026 |
| Stock Option Plan · Lumen Robótica | Lumen Robótica | Ikke sendt | R$ 28.000,00 | Ikke sendt | 03/12/2026 |
Depositummet
Request a Deposit sends the client a pay link, with Payments. It is held where the firm holds deposits, in a company account or on the client’s trust ledger.
Compra de Villa Coral 14, Cap Cana Åben
Udlæg
| Dato | Beskrivelse | Type | Beløb | Løbende saldo |
|---|---|---|---|---|
| 03/11/2026 | Depósito para gastos de cierre | Deposit In | RD$1,250,000.00 | RD$1,250,000.00 |
| 19/10/2026 | Honorarios, factura FV-0418 | Transfer to Operating | -RD$380,000.00 | RD$0.00 |
| 12/10/2026 | Depósito inicial | Deposit In | RD$380,000.00 | RD$380,000.00 |
Projekt
- Project Number
- CP-2026-052
- Klient
- Familia Brennan Ortiz
- Responsible Lawyer
- Luisa Castillo
- Status
- Åben
- Omgående område
- Real Estate
- Held for Clients
- RD$1,250,000.00
Arbejdet
Hearings, deadlines and signings are dates on the project and on the lawyer’s calendar. Tasks, drafts from your templates and documents asked of the client land on it.
Adeyemi v. Adeyemi, Parenting and Support Åben
Projekt
- Project Number
- OL-2026-031
- Klient
- Funmi Adeyemi
- Responsible Lawyer
- Grace Okafor
- Status
- Åben
- Omgående område
- Family Law
- Held for Clients
- $4,500.00
Tiden
A timer on the project or Log Time at the end of the day. Each hour is priced at the rate in force the day it was worked.
Tid
Every hour on every project: start a timer or log time, and see each person’s hours.
| Start | Medlem | Projekt | Opgave | Slut | Varighed (min) | Fakturerbar | Status | Faktureret |
|---|---|---|---|---|---|---|---|---|
| 12/11 14:05 | CMClaire Moreau | Licenciement économique · Atelier Verdier | Plaidoirie, prud’hommes | Stop | 47 | Ja | Løb | Nej |
| 12/11 13:40 | HLHugo Lefèvre | PSE · Groupe Lacombe | Consultation du CSE | Stop | 72 | Ja | Løb | Nej |
| 12/11 09:10 | CMClaire Moreau | Rupture conventionnelle · M. Benali | Rédaction de la convention | 11:25 | 135 | Ja | Stoppet | Nej |
| 12/11 08:30 | IGInès Garnier | Audit social · Maison Ferrand | Revue des contrats de travail | 10:00 | 90 | Ja | Stoppet | Nej |
| 11/11 16:00 | HLHugo Lefèvre | PSE · Groupe Lacombe | Note sur les critères d’ordre | 18:15 | 135 | Ja | Stoppet | Nej |
| 11/11 10:30 | IGInès Garnier | Interne · Formation | Veille jurisprudentielle | 11:30 | 60 | Nej | Stoppet | Nej |
| 09/11 09:00 | CMClaire Moreau | Harcèlement · Mme Roussel | Conclusions en réplique | 12:30 | 210 | Ja | Stoppet | FA-2026-0213 |
The bill
To Invoice gathers the unbilled work, written up or down on the pre-bill. A write-down beyond your limit waits in Approvals, and the deposit is applied to the invoice.
Fakturering
What waits to be billed, the invoices sent, the vendor bills received, and what each lawyer’s hour bills.
| Projekt | Vare | Dag | Timer | Optaget | Til fakturering | Beslutning | Afholdt |
|---|---|---|---|---|---|---|---|
| Share Purchase · Northgate LogisticsNorthgate Logistics Ltd | Disclosure letter, second turnDrafting | 06/11/2026 | 6.5 | £2,275.00 | £1,820.00 | NedskrevetOver the fee estimate | Venter på godkendelse |
| Share Purchase · Northgate LogisticsNorthgate Logistics Ltd | Completion call with Harlow GroupCompletion | 08/11/2026 | 1.2 | £420.00 | £420.00 | Billed senereBill with completion | Billed senere |
| Commercial Lease · Stanmore EstatesStanmore Estates plc | Rent review clause, researchResearch | 03/11/2026 | 3.0 | £855.00 | £570.00 | NedskrevetJunior time, first lease | Venter på godkendelse |
| Series A · Brightwell LabsBrightwell Labs Ltd | Investor Q&A, data roomDue diligence | 09/11/2026 | 4.0 | £1,400.00 | £1,400.00 | Billed senereBill at closing | Billed senere |
| Trademark Portfolio · Corvan StudioCorvan Studio Ltd | Opposition, EUIPO filingFiling | 31/10/2026 | 2.8 | £840.00 | £630.00 | NedskrevetAgreed cap | Venter på godkendelse |
| Purchase of 12 Albion MewsDr Helen Achterberg | Search results reviewSearches | 10/11/2026 | 1.5 | £427.50 | £427.50 | Billed senereBill on exchange | Billed senere |
Det originale beholdes. En nedskrivning over din andel venter på godkendelse i Godkendelser.
- Vare
- Disclosure letter, second turn
- Optaget
- 6.5 h · £2,275.00
The close
The project is closed with its outcome and summary, client money still held is returned, and the file is kept under its retention.
Supply Dispute · Rift Valley Dairies Lukket
Project Facts
Save FactsKreditter
Projekt
- Project Number
- MA-2026-019
- Klient
- Rift Valley Dairies Ltd
- Responsible Lawyer
- Wanjiru Mwangi
- Status
- Lukket
- Omgående område
- Commercial Disputes
- Juridisk område
- Kenya, Commercial Division, Nairobi
- Udfald
- Settled
Forespørgsler
Everyone who asked for help, from the first inquiry to a signed proposal.
| Forespørgsel | Status | Telefon | Kilde | Point | Ejer | Oprettet | Svar (h) | Venter | |
|---|---|---|---|---|---|---|---|---|---|
| Margaret Ellison | Ny | (512) 555-0148 | m.ellison@outlook.com | Website | Hurtig | Dana Harmon | 11/12/2026 | 0.3 | 2h |
| Robert & Linda Okoye | Ny | (512) 555-0193 | okoye.family@gmail.com | Referral | Varm | Dana Harmon | 11/12/2026 | 0.8 | 5h |
| Tomás Villarreal | Kontaktet | (737) 555-0122 | tvillarreal@icloud.com | Website | Hurtig | Priya Nair | 11/11/2026 | 1.2 | 1d |
| Brazos Valley Ranch LLC | Godkendt | (512) 555-0177 | office@brazosvalleyranch.com | Referral | Varm | Dana Harmon | 11/10/2026 | 0.6 | 2d |
| Eleanor Whitcomb | Godkendt | (512) 555-0109 | ewhitcomb@gmail.com | Event | Varm | Priya Nair | 11/09/2026 | 2.1 | 3d |
| Kevin Do | Kontaktet | (737) 555-0164 | kevin.do@proton.me | Google Local Services | Kold | Priya Nair | 11/08/2026 | 3.5 | 4d |
| Sandra Pruitt | Konverteret | (512) 555-0131 | spruitt@yahoo.com | Walk-in | Hurtig | Dana Harmon | 11/06/2026 | 0.4 | 6d |
Start each day on what is due, person by person
Today reads the practice’s day once: appointments by the clock, hearings and deadlines, tasks due and overdue, inquiries to answer, checks to decide, proposals unsigned, approvals waiting and time not yet logged. Mine shows a person their own work; Everyone shows the practice.
I dag
What is on, what is due, who is waiting and what to decide
The Calendar
Every appointment, project date, closing and task due in one place, narrowed to one project. Today’s Coming Up shows the next two weeks.
<Kalender
Appointments, hearings, court dates, deadlines, closings and tasks due, across every project.
Mindesmerker
Consultations and client meetings in the office, at the client’s or by video, booked by the team or online from your booking page, each lawyer with their own hours.
Mindesmerker
Every consultation and client meeting: in the office, by phone or by video, booked by your team or by the client online.
| Klient | Lawyer | Status | Reconfirmed | Dato | Bekræftelse | I alt |
|---|---|---|---|---|---|---|
| Margaret Ellison | Dana Harmon | Bekræftet | Ja | I dag 09:00 | HEL-4821 | $150.00 |
| Robert & Linda Okoye | Dana Harmon | Indtjekket | Ja | I dag 10:30 | HEL-4822 | $250.00 |
| Eleanor Whitcomb | Priya Nair | Bekræftet | Ja | I dag 13:00 | HEL-4827 | $150.00 |
| Tomás Villarreal | Dana Harmon | Bekræftet | Nej | I dag 15:30 | HEL-4830 | $150.00 |
| Brazos Valley Ranch LLC | Priya Nair | Bekræftet | Ja | 11/13 11:00 | HEL-4834 | $320.00 |
| Gwen Albright | Dana Harmon | Udtalelse | Nej | 11/14 09:30 | HEL-4839 | $150.00 |
| Konsultationstype | Type | Mangelforhold detalje | Pris | Status |
|---|---|---|---|---|
| Initial Consultation | Virtuel | 45 | $150.00 | Aktiv |
| Will and Estate Plan Review | At your location | 60 | $250.00 | Aktiv |
| Trust Funding Meeting | At client (field) | 90 | $320.00 | Aktiv |
Reception
Visitors wait in line for the lawyer they are here to see and are offered their turn and served in order, with the waiting area’s screen, with Display.
Reception
Hvem venter, hvem de er her for at se, og hvem der er næste
On a Phone
The day, the running timer and each project’s next step, with Home, Today, closings and the front desk open with no signal on a device you choose.
Rules That Tell the Team
A new inquiry, a conflict check with hits, a deposit paid or a closing tomorrow with items still waiting tells the person you name, as rules you see and switch off in Automations.
Automationer
Trin, der kører af sig selv, når noget sker i din virksomhed.
| Automatisering | Hvornår | Derefter | Sidste 7 dage | Sidste udførelse | Status |
|---|---|---|---|---|---|
| Tell the intake owner when a new inquiry arrives | A new inquiry arrives | Tell the intake owner about a new inquiry | 14 runs | 12/11 | Aktiv |
| Tell the responsible lawyer when a conflict check finds possible conflicts | A conflict check finds possible conflicts | Tell the responsible lawyer a conflict check found possible conflicts | 6 runs | 11/11 | Aktiv |
| Tell the responsible lawyer when a deposit is paid | A deposit is paid | Tell the responsible lawyer a deposit is paid | 9 runs | 12/11 | Aktiv |
| Tell the responsible lawyer the day before a closing when items are still waiting | Before or after a closing day | Tell the responsible lawyer which closing items are still waiting | 3 runs | 10/11 | Aktiv |
| Email each client who books a consultation online their confirmation | Online booking confirmed | Email the client their appointment confirmation | 22 runs | 12/11 | Aktiv |
| Tell the team an hour before each appointment | Before or after an appointment | Tell the team an appointment is soon | 41 runs | 12/11 | Aktiv |
| Tell the team when a lawyer is double-booked | Lawyer double-booked | Tell the team a lawyer is double-booked | 1 runs | 07/11 | Aktiv |
| Tell the team when a client is running late | Client running late | Tell the team a client is running late | 4 runs | 11/11 | Aktiv |
Check every inquiry for conflicts before you advise
Every inquiry from your website, a call or a consultation booked online, worked from its first reply to the pipeline you name. The conflict check searches every client, party and alias on every project, past and present, before a proposal goes out.
Forespørgsler
Everyone who asked for help, from the first inquiry to a signed proposal.
Your Inquiry Form
Made in Forms from the legal intake template and put on your website with Sites. Each answer is an inquiry here.
Anmod om en konsultation
Fortæl os, hvem du er, og hvad du har brug for. Vi tjekker for konflikter, før vi svarer, så vær venlig at nævne de andre personer, der er involveret.
Cleared, Waived or Declined
Possible conflicts are flagged, never named on the day’s list. A waiver is decided in Approvals by the person you name, and every check is kept.
Konfliktkontroller
Search every party, alias and related organization across every project, past and present, then clear, ask for a waiver or decline.
Resultater
Konfliktkontroller
Hver tjek du udfører, gemmes her sammen med hvad den fandt og hvad der blev besluttet.
The Proposal
Scope, fees and terms sent as one link and signed, with Proposals and Sign. The signed proposal finds the clearance and opens the project.
Forslag
Every proposal: its scope, fees and terms in one link, and where it stands with the client.
| Forslag | Forespørgsel | Status | Værdi | Sendt | Gyldig Indtil |
|---|---|---|---|---|---|
| Purchase of 22 Ocean St, Bondi | Nguyen family purchase | Accepteret | $3,850.00 | 10/11/2026 | 24/11/2026 |
| Sale of 7/41 Macleay St, Potts Point | Harrington sale | Venter på svar | $2,400.00 | 11/11/2026 | 25/11/2026 |
| Off-the-plan purchase, Lot 118 Rhodes | Patel off-the-plan | Accepteret | $4,200.00 | 06/11/2026 | 20/11/2026 |
| Strata transfer, 3/9 Raglan St, Manly | O’Connell transfer | <Ændringer anmodes> | $1,650.00 | 08/11/2026 | 22/11/2026 |
| Commercial lease, 180 King St | Bellbird Coffee lease | Venter på svar | $2,900.00 | 03/11/2026 | 17/11/2026 |
| Subdivision, 14 Hume Hwy, Camden | Lowe subdivision | Afvist | $6,800.00 | 29/10/2026 | 12/11/2026 |
Bed Firmaet om Råd
A buyer of your guide or course on Calisto Direct asks the firm for advice, free. The request is an inquiry here, and its conflict check runs first.
Legal Advice: Your Texas Will Starter Kit Conflict check
Oversigt
- Klient
- Danielle Ortiz
- danielle.ortiz@fastmail.com
- Ejer
- Grace Harmon
Legal Advice: Your Texas Will Starter Kit
The buyer agreed on 2026-11-12: "I agree that Harmon Estate Law may contact me about my question and check it for conflicts first."
Asked for free from the firm’s online store. No fee was charged.
Konfliktkontrol
Forespørgsler
Anmod om en konsultation
Fortæl os, hvem du er, og hvad du har brug for. Vi tjekker for konflikter, før vi svarer, så vær venlig at nævne de andre personer, der er involveret.
Keep each client’s projects, checks and messages together
A client is one record: who they are, the people and companies related to them, their projects first, their proposals and contracts, the conversation, what they paid, and the identity and anti-money-laundering checks run on them.
Meridian Straits Holdings Pte Ltd
| Projekt | Project Number | Timer | Til faktura | Faktureret | Deadline | Status |
|---|---|---|---|---|---|---|
| Acquisition of Orchid Cold Chain | TR-2026-041 | 312.5 | $96,400.00 | $214,800.00 | 20/12/2026 | I gang |
| Joint venture, Batam logistics park | TR-2026-057 | 128.0 | $41,250.00 | $62,000.00 | 25/01/2027 | I gang |
| Senior facility refinancing | TR-2026-063 | 86.5 | $27,900.00 | $18,500.00 | 03/12/2026 | I gang |
| Employee share option plan | TR-2026-022 | 54.0 | $4,380.00 | $31,600.00 | 24/11/2026 | På vent |
| Trademark filings, ASEAN | TR-2026-068 | 19.5 | $6,820.00 | $4,100.00 | 15/02/2027 | Planlagt |
| Disposal of Penang warehouse | TR-2026-009 | 141.0 | $12,750.00 | $88,900.00 | 21/11/2026 | I gang |
Identitetskontroller
Khalid Al Mansouri
| Status | Leverandør | Dokument | Tjekket | Udløber |
|---|---|---|---|---|
| Verificeret | Calisto Identity | Passport | 31/10/2026 | 01/11/2030 |
| Verificeret | Calisto Identity | Emirates ID | 31/10/2026 | 14/07/2028 |
| Verificeret | Calisto Identity | Proof of address | 31/10/2026 | 31/10/2027 |
| Verificeret | Calisto Identity | Trade licence | 01/11/2026 | 14/06/2027 |
| Verificeret | Calisto Identity | Sanctions and PEP screening | 01/11/2026 | 01/11/2027 |
Identity, or identity and anti-money-laundering screening, run on a client as your setting says, with Identity.
The Client’s Portal
Your Project
| Hvad | Type | På | Af | Status |
|---|---|---|---|---|
| Signed contract of sale | Signatur | Exchange of contracts | 17/11/2026 | Sign |
| Proof of deposit funds | Dokument | Exchange of contracts | 16/11/2026 | Til afsendelse |
| Building and pest report reviewed | Godkendelse | Cooling-off period | 15/11/2026 | Waiting for Your Approval |
| Loan approval letter | Dokument | Finance approval | 21/11/2026 | Til afsendelse |
| Photo ID (passport) | Dokument | Opening the file | 10/11/2026 | Sent Back to You |
| Mejlstone | Forventet | Nærværende | Status |
|---|---|---|---|
| Contract reviewed | 03/11/2026 | 02/11/2026 | Afsluttet |
| Searches returned | 09/11/2026 | 10/11/2026 | Afsluttet |
| Cooling-off period | 15/11/2026 | Ikke endnu | GodkendSend Back… |
| Exchange of contracts | 18/11/2026 | Ikke endnu | I gang |
| Settlement | 24/12/2026 | Ikke endnu | Ikke startet |
Clients follow their projects, approve milestones, answer document requests, sign and read their invoices, with Navigator. No note, time entry or other party is shown.
Send til disse kunder
Klienter
Who the firm acts for, each with their projects, letters, conversations and checks.
| Navn | Telefon | Virksomhed | Seneste aktivitet | KYC | |
|---|---|---|---|---|---|
| Atelier Lumen SAS | direction@atelier-lumen.fr | +33 1 42 61 18 90 | Atelier Lumen SAS | 12/11/2026 | Verificeret |
| Sophie Marchand | s.marchand@orange.fr | +33 6 71 22 40 18 | Marchand Conseil | 11/11/2026 | Verificeret |
| Groupe Halvard | rh@groupe-halvard.fr | +33 1 55 34 80 00 | Groupe Halvard | 10/11/2026 | Verificeret |
| Thomas Girard | thomas.girard@gmail.com | +33 6 08 93 15 27 | Boulangerie Girard | 08/11/2026 | KYC venter |
| Clinique Saint-Roch | administration@clinique-saintroch.fr | +33 4 67 33 82 10 | Clinique Saint-Roch | 06/11/2026 | Verificeret |
| Nadia Benali | nadia.benali@lumio.io | +33 7 81 45 66 02 | Lumio | 03/11/2026 | Verificeret |
Kampagner åbnes med disse klienter valgt, som en liste i dette firma. Skriv din advarsel, nyhedsbrev eller invitation der og send det som firmaet. Kun klienter, der har samtykket til at høre fra dig, modtager det; alle, der har afmeldt sig, springes over, og hver besked bærer en afmeldingslink. Intet sendes herfra.
Every client, one practice area’s or closed projects’ clients handed to Campaigns, which writes only to those who agreed to hear from you.
Import
Klienter
Who the firm acts for, each with their projects, letters, conversations and checks.
| Søjle | Første værdi | Bliver |
|---|---|---|
| Nombre | María Fernanda Reyes | Fuldt navn |
| Correo | mfreyes@claro.net.do | |
| Teléfono | +1 809 555 0142 | Telefon |
| Empresa | Inversiones Reyes Báez SRL | Virksomhed |
| Cargo | Directora general | Jobtitel |
| Ciudad | Santo Domingo | By |
| Notas internas | Cierre en Punta Cana, 2024 | Spring over |
Bring your client list in beside New Client.
Run each project with its parties, dates and documents
A project carries its number, practice area and responsible lawyer, one list of parties the conflict check searches, its dates and tasks, its documents and its closing. A closing’s steps, items and signers are worked on the project, its signers the project’s own parties.
Share Purchase · Northgate Logistics Åben
Fester
Tilføj klienten og alle på den anden side, så hver konfliktkontrol finder dem.
Konfliktkontrol
Projekt
- Project Number
- AV-2026-014
- Klient
- Northgate Logistics Ltd
- Responsible Lawyer
- Eleanor Vale
- Status
- Åben
- Omgående område
- Corporate
- Juridisk område
- England and Wales
- Held for Clients
- £185,000.00
The Ethical Wall
Keep named people out of a project, or let only named people in. Its time, documents, messages and money follow the wall everywhere, and every time someone opens it, or is refused, is on its Activity.
Acquisition of Orchid Cold Chain Åben
Etisk mur
Keep these people outOnly these people may open itAktivitet
Projekt
- Project Number
- TR-2026-041
- Klient
- Meridian Straits Holdings
- Responsible Lawyer
- Rahman Iskandar
- Status
- Åben
- Omgående område
- Mergers and Acquisitions
- Juridisk område
- Singapore
Bill the time you agreed and hold client money apart
Each person sees their own hours and logs time from a timer or the end of the day. To Invoice gathers the unbilled work for the pre-bill. Client money sits on a ledger for each client and project, and a payout larger than the client holds is refused.
Fakturering
What waits to be billed, the invoices sent, the vendor bills received, and what each lawyer’s hour bills.
| Projekt | Klient | Timer | Til faktura | Depositum holdt | |
|---|---|---|---|---|---|
| Share Purchase · Falcon Logistics | Gulfstar Holdings | 46.5 | AED 88,350.00 | AED 50,000.00 | Faktura… |
| Distribution Agreement · Al Reem Foods | Al Reem Foods LLC | 18.2 | AED 31,850.00 | AED 15,000.00 | Faktura… |
| Free Zone Setup · Saffron Health | Saffron Health FZ-LLC | 12.8 | AED 21,760.00 | AED 10,000.00 | Faktura… |
| Commercial Lease · Marina Tower 3 | Ocean Crest Properties | 9.4 | AED 15,980.00 | AED 7,500.00 | Faktura… |
| Joint Venture · Desert Bloom Solar | Bloom Energy Partners | 31.0 | AED 58,900.00 | AED 40,000.00 | Faktura… |
| Employment Contracts · Noor Clinics | Noor Clinics Group | 7.6 | AED 12,160.00 | AED 5,000.00 | Faktura… |
Tid
A timer started on any project or time logged at the end of the day. Each person sees their own hours, and each hour is priced at the rate in force the day it was worked.
Tid
Every hour on every project: start a timer or log time, and see each person’s hours.
| Start | Medlem | Projekt | Opgave | Slut | Varighed (min) | Fakturerbar | Status |
|---|---|---|---|---|---|---|---|
| 12/11/2026 09:12 | Hannah Whitfield | Purchase of 14 Bay Street, Balmain | Review contract for sale | Stop | 48 | Ja | Løb |
| 12/11/2026 08:05 | Liam O’Connor | Sale of 7 Ridge Road, Mosman | Section 10.7 certificate | 12/11/2026 09:05 | 60 | Ja | Stoppet |
| 11/11/2026 15:30 | Hannah Whitfield | Purchase of 22 Carr Street, Coogee | Exchange of contracts | 11/11/2026 16:42 | 72 | Ja | Stoppet |
| 11/11/2026 11:00 | Priya Raman | Off the Plan · Harbourline Unit 1204 | Sunset date advice | 11/11/2026 11:36 | 36 | Ja | Stoppet |
| 11/11/2026 09:15 | Liam O’Connor | Sale of 7 Ridge Road, Mosman | Vendor disclosure statement | 11/11/2026 10:03 | 48 | Ja | Stoppet |
| 10/11/2026 14:10 | Priya Raman | Firm administration | Trust account review | 10/11/2026 14:40 | 30 | Nej | Stoppet |
| 09/11/2026 10:20 | Hannah Whitfield | Purchase of 5 Ocean Avenue, Bondi | Settlement | 09/11/2026 12:05 | 105 | Ja | Stoppet |
Gebyrbetingelser
Hourly, fixed, a retainer’s allowance, a success fee on the deal value, a cap the fees never pass, and the bill split between payers.
Acquisition of Meridian Cold Chain Åben
The Pre-Bill
Write up, write down or defer each line. A write-down beyond your limit waits in Approvals, and the deposit held is applied to the invoice.
Fakturering
What waits to be billed, the invoices sent, the vendor bills received, and what each lawyer’s hour bills.
| Projekt | Vare | Dag | Timer | Optaget | Til fakturering | Beslutning | Afholdt |
|---|---|---|---|---|---|---|---|
| Licenciement · DurandGroupe Hexa | Draft of the dismissal letterDrafting | 06/11/2026 | 4,5 | 1 575,00 € | 1 125,00 € | NedskrevetTemplate reused from the Bastide file | Venter på godkendelse |
| Restructuration · Atelier MoulinAtelier Moulin SAS | Works council consultationMeeting | 07/11/2026 | 3,0 | 1 050,00 € | 1 050,00 € | Billed senereBill with the next phase | Billed senere |
| Licenciement · DurandGroupe Hexa | Hearing preparationPreparation | 08/11/2026 | 6,0 | 2 100,00 € | 2 100,00 € | UdarbejdetUrgent weekend work agreed | |
| Accord de rupture · LemaireLemaire Conseil | Negotiation call with counselCall | 09/11/2026 | 1,5 | 525,00 € | 420,00 € | NedskrevetCall ran over | |
| Audit social · Brasserie Saint-RochSaint-Roch SARL | Review of employment contractsReview | 10/11/2026 | 5,2 | 1 820,00 € | 1 820,00 € | UdarbejdetExtra contracts found | |
| Restructuration · Atelier MoulinAtelier Moulin SAS | Redundancy criteria memoDrafting | 11/11/2026 | 2,8 | 980,00 € | 980,00 € | Billed senereBill with the next phase | Billed senere |
Det originale beholdes. En nedskrivning over din andel venter på godkendelse i Godkendelser.
Klientregnskaber
Trust accounts with a ledger for each client and project. A payout larger than the client holds is refused, and a client’s invoice is paid from what you hold for them when your setting says so.
Tillidskonto
<Penge, der holdes på vegne af en anden
| Klient | Sag | Indgange | Sidste indgang | Afholdt | Status |
|---|---|---|---|---|---|
| Grace Chen | Divorce and Parenting Plan · Chen | 14 | 2026-11-11 | $18,500.00 | Afholdt |
| Kwame Mensah | Separation Agreement · Mensah | 9 | 2026-11-10 | $7,250.00 | Afholdt |
| Sofia Moretti | Property Division · Moretti | 11 | 2026-11-09 | $42,800.00 | Afholdt |
| Daniel Kowalski | Child Support Variation · Kowalski | 6 | 2026-11-07 | $3,400.00 | Afholdt |
| Aisha Rahman | Cohabitation Agreement · Rahman | 4 | 2026-11-04 | $2,500.00 | Afholdt |
| Marc Tremblay | Divorce and Parenting Plan · Tremblay | 12 | 2026-11-03 | $15,650.00 | Afholdt |
Three-Way Reconciliation
The bank, the trust journal and the client ledgers compared and signed off on each account’s cycle, the reminder sent three days before.
Tillidskonto
<Penge, der holdes på vegne af en anden
| Erklæringdag | Bank (Justeret) | Tillidsjournal | Klientregnskaber | Resultat | Afslutning |
|---|---|---|---|---|---|
| 31/10/2026 | £1,284,615.42 | £1,284,615.42 | £1,284,615.42 | Balanceret | GodkendtEleanor Vale |
| 30/09/2026 | £1,197,330.18 | £1,197,330.18 | £1,197,330.18 | Balanceret | GodkendtEleanor Vale |
| 31/08/2026 | £1,352,904.77 | £1,352,904.77 | £1,352,904.77 | Balanceret | GodkendtEleanor Vale |
| 31/07/2026 | £986,412.05 | £986,412.05 | £986,412.05 | Balanceret | GodkendtEleanor Vale |
| 30/06/2026 | £1,041,280.60 | £1,041,280.60 | £1,041,280.60 | Balanceret | GodkendtEleanor Vale |
| 31/05/2026 | £1,120,955.31 | £1,120,955.31 | £1,120,955.31 | Balanceret | GodkendtEleanor Vale |
Research Costs
Your research provider opened from the project, and its cost file imported as the project’s disbursements.
Gebyrer og fakturering
Forskning
The research service a project’s Research button opens, carrying the project’s client-matter number. Your own link may place the number with {clientMatter}.
Importér forskningsomkostninger
Paste the cost-recovery file your research service exports (CSV, one line per charge, with the client-matter number). Each line becomes a disbursement on its project, billed to the client, once; a file imported twice records nothing twice.
Filens indholdclient-matter,date,amount,currency,description HEL-2026-031,2026-10-02,42.50,USD,Probate code HEL-2026-031,2026-10-06,18.75,USD,Case law HEL-2026-027,2026-10-09,64.00,USD,Trust survey HEL-2026-034,2026-10-14,27.25,USD,Estate tax HEL-2026-027,2026-10-21,35.80,USD,Treatise
Rapporter
Profitability, utilization, origination and realization, budget burn, client money and reconciliations, per currency, emailed on a schedule.
Indloggingen blev annulleret. Prøv igen eller vælg en anden metode.
Per projekt: tiden arbejdet til standard, hvad der faktureres efter nedskrivninger, og hvad fakturaerne blev betalt
| Projekt | Arbejdsværdi | Faktureret værdi | Nedskrevet | Faktureringsrealisering % | Indsamlet | Realiseringsprocent for indtægter |
|---|---|---|---|---|---|---|
| Series A Financing · Brightwell Labs | R$ 186.400 | R$ 164.200 | R$ 8.600 | 95,0% | R$ 151.900 | 92,5% |
| Debenture Issue · Rota Verde Energia | R$ 241.750 | R$ 236.500 | R$ 2.400 | 99,0% | R$ 236.500 | 100,0% |
| Seed Round · Pomar Agtech | R$ 58.300 | R$ 48.700 | R$ 5.400 | 90,0% | R$ 41.200 | 84,6% |
| Credit Facility · Casa Aurora Varejo | R$ 132.600 | R$ 126.900 | R$ 3.300 | 97,5% | R$ 118.400 | 93,3% |
| Convertible Notes · Lumen Saúde | R$ 44.900 | R$ 43.700 | R$ 1.200 | 97,3% | R$ 43.700 | 100,0% |
| Venture Debt · Trilha Mobilidade | R$ 97.200 | R$ 86.100 | R$ 5.500 | 94,0% | R$ 70.300 | 81,6% |
Take the business’s requests and manage outside counsel
An in-house department runs on the same Legal. Requests from the business arrive beside the inquiries and become a project, its conflict check first, or are resolved. Contracts and outside counsel’s bills are kept with the projects they belong to.
Forespørgsler
What the business asks of its legal team: open a project for a request, or answer it and resolve it.
| Forespørgsel | Forespørgselsperson | Kategori | Prioritet | Modtaget | Status |
|---|---|---|---|---|---|
| Review the new supplier agreement with Hafenkraft | Jonas Becker | Contracts | Høj | 12.11.2026 | Ventende |
| NDA for the Rotterdam warehouse partner | Lea Hoffmann | Contracts | Mellem | 12.11.2026 | Ventende |
| Driver telematics and data protection | Mehmet Yilmaz | Data Protection | Urgent | 11.11.2026 | I gang |
| Lease renewal for Hub Bremen | Katrin Vogel | Real Estate | Høj | 11.11.2026 | Project Opened |
| Customs broker framework contract | Tobias Krüger | Contracts | Mellem | 10.11.2026 | I gang |
| Trademark for Nordwind Express | Sophie Wagner | Intellectual Property | Lav | 09.11.2026 | Ventende |
| Works agreement on shift scheduling | Felix Schäfer | Employment | Mellem | 08.11.2026 | Afsluttet |
Anmodninger
Sent to Legal from Desk’s New Request or made here, each opening a project or resolved, never both.
Review the new supplier agreement with Hafenkraft Ventende Høj
Received 12.11.2026 09:14 · Fra Desk
Beskrivelse
Procurement has agreed terms with Hafenkraft GmbH for crane maintenance at all three terminals, starting next quarter. Their draft framework agreement runs five years with automatic renewal.
Please check the liability cap, the service levels with penalties, and the termination rights before we sign. The supplier would like an answer by the end of next week.
Forespørgselsperson
JBJonas Becker- Navn
- Jonas Becker
- j.becker@nordwind-logistik.de
Kilde
- Fra
- Desk
- Kategori
- Contracts
- Tilføjet af
- Jonas Becker
- Modtaget
- 12.11.2026 09:14
Kontrakter
Every agreement sealed in Sign and every file kept as a contract, across every project, searchable, with its retention and holds.
Dokumenter
<De dokumenter, der er bedt om fra dine klienter, virksomhedens kontrakter og hvad virksomheden holder.
| Aftale | Projekt | Project Number | Indsendt | |
|---|---|---|---|---|
| Master Supply Agreement · Senju Motors | Actuator Supply Program | KR-2026-012 | 2026/11/10 | Sammenlign |
| Distribution Agreement · Rhein Automation GmbH | European Distribution | KR-2026-009 | 2026/11/06 | Sammenlign |
| Software License · Hoshino Vision | Vision Module Licensing | KR-2026-015 | 2026/11/01 | Sammenlign |
| Joint Development Agreement · Kyoto Institute of Technology | Gripper Research Partnership | KR-2026-007 | 2026/10/24 | Sammenlign |
| Warehouse Lease · Sakai Logistics Park | Sakai Plant Expansion | KR-2026-018 | 2026/10/16 | Sammenlign |
| Mutual NDA · Pacific Robotics Ltd. | Australian Market Entry | KR-2026-021 | 2026/10/10 | Sammenlign |
| Service Agreement · Tanaka Facility Services | Osaka HQ Facilities | KR-2026-004 | 2026/10/02 | Sammenlign |
Outside Counsel’s Bills
Vendor bills on each project, approved through your bill routing and counted against the project’s budget, with Ledger.
Vendor Bills
Bills from outside counsel and other vendors on your projects: waiting for approval, approved or paid.
| Leverandør | Faktura # | Faldedato | Alder | Udestående saldo | Projekt | Godkendelse | Status |
|---|---|---|---|---|---|---|---|
| Brandt Hollmann Rechtsanwälte | BH-2026-1184 | 24.11.2026 | Current | 18.420,00 € | Lease Renewal · Hub Bremen | Til godkendelse | Åben |
| Van Dijk Advocaten | VD/26/0372 | 01.12.2026 | Current | 9.860,00 € | Rotterdam Warehouse Partnership | Til godkendelse | Åben |
| Lindqvist Advokatbyrå | LA-55721 | 18.11.2026 | Current | 4.250,00 € | Nordic Carrier Contracts | Godkendt | Delvis |
| Novak Legal s.r.o. | NL-2026-219 | 08.11.2026 | 1-30 | 7.310,00 € | Prague Depot Acquisition | Godkendt | Forfalden |
| Weiss Datenschutz Partner | WDP-0918 | 07.12.2026 | Current | 5.600,00 € | Driver Telematics Review | Godkendt | Åben |
| Brandt Hollmann Rechtsanwälte | BH-2026-1102 | 12.12.2026 | Current | 14.980,00 € | Works Agreement · Shift Scheduling | Godkendt | Åben |
Review the new supplier agreement with Hafenkraft Ventende Høj
Received 12.11.2026 09:14 · Fra Desk
Beskrivelse
Procurement has agreed terms with Hafenkraft GmbH for crane maintenance at all three terminals, starting next quarter. Their draft framework agreement runs five years with automatic renewal.
Please check the liability cap, the service levels with penalties, and the termination rights before we sign. The supplier would like an answer by the end of next week.
Forespørgselsperson
JBJonas Becker- Navn
- Jonas Becker
- j.becker@nordwind-logistik.de
Kilde
- Fra
- Desk
- Kategori
- Contracts
- Tilføjet af
- Jonas Becker
- Modtaget
- 12.11.2026 09:14
Talk with clients beside their projects
Clients’ messages on WhatsApp, text, web chat and shared mailboxes arrive in Threads, and calls to your numbers ring in Dial, each its own app at its own price. Every conversation opens beside the client’s record and the project.
Tråde
Projekter
Share Purchase · Northgate LogisticsAV-2026-014 · Åben- Held for Clients
- £250,000.00
Mindesmerker
Tråde
Tråde
Clients’ WhatsApp, text, web chat and shared mailboxes in one queue, each conversation beside the client’s record and the project.
Dial
Dial
Projekter
Supply Contract Dispute · Kamau AgroMA-2026-031 · Åben- Hearing
- Mention at the Commercial Court · 14/11/2026
- Held for Clients
- Ksh 180,000.00
Fakturaer
Calls to your numbers, with the client’s page beside the call.
Where Legal touches everything else.
None of these 8 connections are in your plan today; each is its own app.
Sites
Your website takes the inquiry form, books consultations and shows your practice areas and lawyers.
Deals
An inquiry is a Deals lead, worked in Legal on your intake pipeline; the same record is the one the rest of your business sees.
Identity
A client’s identity, or identity and anti-money-laundering screening, is checked as your setting says.
Proposals
The engagement letter is a Proposals link with its scope, fees and terms, and its acceptance opens the project in Legal.
Sign
Engagement letters and closing packets are signed in Sign, with the identity check inside the signing.
Velocity
Each project is a Velocity project: its budget, rates, milestones, retainer and the time billed against it.
Payments
A deposit and an invoice are paid by link on your own gateway, in the currency agreed.
Ledger
Invoices, vendor bills and every client money ledger are kept in Ledger’s books.
Ingen opsætningsomkostning. Betal, når du begynder at bruge.
The business of a legal practice, per user.
Anbefalet til dig
Virker godt sammen.
Calisto Sites
Calisto Sites
A website and its phone app, built from a template on the page itself, showing what you sell from your own records and published on your own domain.
Learn more →Calisto Deals
Calisto Commerce
The CRM: leads routed and claimed, a pipeline on your own stages, quotes as versions and the contracts they become, people and companies, the day’s follow-ups, the handoff after the sale, commissions and the forecast.
Learn more →Calisto Identity
Calisto Identitet
Checks a person is who they say: a document, a face and a liveness check, with screening on the compliance tier.
Learn more →Calisto Proposals
Calisto Commerce
Designed proposals priced by a quote from your catalog, sent by email, text, WhatsApp or a link, then chosen, accepted, signed and paid on one link, with follow-up, change orders and analytics.
Learn more →Calisto Sign
Calisto Commerce
Envelopes of one or many documents, sent to each signer in order, checked, chased until everyone signs, and sealed with a certificate anyone can verify.
Learn more →Calisto Velocity
Calisto Payments
Calisto Commerce
The providers you connect in each country, every payment, refund and chargeback, payouts matched to the payments they pay out, what a buyer may pay with, pay links, fiscal providers and your devices.
Learn more →Calisto Ledger
Calisto Ops
Double-entry books set up your way, every Calisto app’s money posted to them, invoices and who owes, supplier bills read and matched, receipts as expenses, the bank reconciled, money held for others, and the statements your accountant files from.
Learn more →Calisto Depot
Calisto Docs
Calisto Navigator
Calisto Navigator
A portal with its own journey and messages, each client’s own records, unlimited clients signing in without passwords, and its own domain.
Learn more →Calisto Workforce
Calisto Ops
The schedule built from what is booked and when people can work, clock-in on any phone or a shared tablet, time off and timesheets signed off once, a pay report for your payroll and payslips back, labor rules, the team and hiring from your careers page.
Learn more →Already hold a Legal seat? →
For someone who already holds a Legal seat. It ends when that seat ends.
Anbefalet til
Brancherne, der driver Legal, og hvad hver af dem driver den for.
Law Firms & Legal DepartmentsPractice management
Inquiries, conflict checks, engagement letters, projects, time, billing and client money on one record
Law Firms & Legal Departments på Calisto →Alt inkluderet i Calisto Legal.
- Home: This Week, Appointments Today, Tasks Overdue, New Inquiries, Conflict Checks to Decide, Proposals Awaiting Signature, Open Projects, Unbilled Time, Client Money Held, Walk-Ins Waiting and Requests Waiting, each opening what it counts
- Today ▸ Day at a Glance, in the order the day happens: the huddle, on today by the clock, due, the front desk, new inquiries, conflict checks, proposals, waiting on the client, closings this week, for you to approve, time, to bill, client money, to answer and tomorrow
- Today ▸ Coming Up: the next 14 days of hearings, court dates, deadlines, signings, closings and appointments, by the day
- Mine shows a person their own projects, dates, appointments, tasks, inquiries, checks, proposals, approvals and hours; Everyone shows the practice
- A part of the day that cannot be read says so on its own card, and the rest of the day still shows
- Possible conflicts are counted on the day, never named; a walled project is never counted or named
- The setup guide: Legal’s own Getting Started steps
- The Calendar: every appointment, project date, closing day and task due, narrowed to one project
- A project’s date (Meeting, Hearing, Court Date, Deadline, Signing or Other) on the responsible lawyer’s calendar and in their Agenda, counted as busy time
- Appointments: List, Calendar and Ledger, consultations and client meetings in the office, at the client’s or by video with its Live room
- The Booking Page: your consultation types with their length, price and deposit, each lawyer bookable with their own working hours
- Booked at once or asked first, what the client is told and the cancellation terms, as your settings say; a consultation booked online opens an inquiry, its conflict check first
- Front Desk: the walk-in line by the lawyer they are here to see, Offer Turn and Serve, the Lobby Screen and Pair a TV, with Display
- People can join the line from their phone when you switch it on, and are texted their turn
- Inquiries: every inquiry from your inquiry form, a webinar, your website or a call, each opening its record
- New Inquiry Form, made in Forms from the legal intake template and put on your website with Sites
- Pipeline: New Inquiry, Conflict Check, Proposal Sent, Engagement Signed and Declined, each stage renamed in Settings
- An inquiry on the pipeline in the practice’s words, Engaged or Declined, with its Conflict Check and Parties
- Conflict Checks: every party, contact, alias and related company searched across every project and open inquiry; cleared, waived or declined, and every check kept
- A waiver decided by the person your approval routing names, in Approvals
- Requests for advice from Calisto Direct buyers, the conflict check first, each buyer told once that the firm will send its terms or cannot take it on
- Proposals: scope, fees and terms in one link, signed, with Proposals and Sign; sent and unsigned shown with the days pending
- A signed proposal finds the clearance and opens the project with its number by your scheme
- Clients: one record each, with their related people and companies, projects first, proposals, contracts, conversations and payments
- Identity checks, and identity and anti-money-laundering screening, on a client as your setting says, with Identity
- Current Clients, Inquiries and Starred; Import beside New Client
- Send to These Clients: every client, a practice area’s or closed projects’ clients, to Campaigns
- Projects: number, client, hours, what waits to be billed and what was billed, deadline and status; costs, profit and margin for those who may see costs
- A project’s record: Calendar, Overview, Parties, Documents, Knowledge, Communicate, Time & Fees, Client Money, Closing and Activity
- Client work or internal work; only client work is billed
- Projects inside a project, and milestones with the payments that fall due on them
- The ethical wall: named people kept out, or only named people let in, on every read in Legal and in Agenda
- Origination credits: originating, responsible and working shares
- What a project was: jurisdiction, outcome from your own list, deal value and a summary written when it closes and editable after
- The project’s Activity: wall changes, walled access allowed or refused, data-room shares and views, client money entries
- An announcement the client agreed to, drafted in Impreta once the project closes, never published from Legal
- Tasks: Assigned to Me, then every task, narrowed to one project
- Drafts from your own templates in Docs, with the project’s client, parties and number filled in
- A data room on each project, shared with the people you choose from the client’s portal, with Depot
- Document requests: each a required document, accepted or sent back with the reason the client reads, every step dated
- Contracts: every agreement sealed in Sign and every file kept as a contract, across every project
- Compare: a contract or document against its earlier version or another one from the project or the firm, a PDF page by page, and Print Redline with insertions underlined, deletions struck and the changes summed up at the top
- Legal Holds: placed with a reason and released; nothing held is deleted
- Closings: steps, items with their owners, signature packets, the closing statement and the binder, on the project’s one party list
- Knowledge ▸ Ask: answers from the firm’s own files, each sentence cited to the document, page and passage
- Knowledge ▸ Search and Experience: the passages themselves, and who has done this kind of work, ranked by projects and hours
- Walled text withheld before any model reads it; a firm that brought its own models is answered by its own providers only
- Time and By Person: Start Timer and Log Time, each person always seeing their own hours
- Each hour priced at the rate in force the day it was worked: a lawyer’s, a project’s or a task’s rate, or the service an hour is sold as
- To Invoice: the pre-bill, written up, down or deferred, a write-down beyond your limit waiting in Approvals
- Invoices, Vendor Bills, Milestones, Retainers, Rates and Service Prices
- Fee terms: hourly, fixed, a success fee on the deal value, a cap the fees never pass, and split billing between payers
- A retainer’s allowance of hours or money drawn down by its project’s time; a client’s package drawn down with Registry
- Request a Deposit: a pay link with Payments, or money already paid, held in a company account or on the client’s trust ledger and applied to invoices
- Client Money: trust accounts and every entry, a ledger for each client and project, never overdrawn
- Three-way reconciliations signed off on each account’s cycle, reminded three days before
- Your research provider opened from the project, its cost file imported as disbursements
- Requests from the business, sent to Legal from Desk or made here, each opening a project or resolved
- Vendor bills from outside counsel on each project, approved through your bill routing and counted against its budget, with Ledger
- The Legal Operations screen set: requests, the calendar, tasks, projects, documents, vendor bills and reports
- Reports: profitability, utilization, cost and output, budget burn, origination, realization, client money and trust reconciliations, per currency
- Reports emailed on a schedule, or read as a custom report
- Automations: Rules, Templates and Runs; Legal’s nine rules seen, edited and switched off in one place
- Team notices: New Inquiry, Deposit Paid, Closing Tomorrow with Items Waiting, Conflict Check Has Hits
- Grow Your Business: what the Pro Shop recommends for a practice of your size, each tool set up or not
- Calisto Direct: digital products, guided documents, courses and posts sold on your own domain, each sale billed as Calisto Direct
- Today, Calendar, Projects, Time and More on the tab bar
- Home on a phone: the day at a glance with the running timer, read again with a pull
- A project’s next step at the thumb: Request a Deposit, Open a Closing, Go to Closing
- A closing’s next step on a phone: an item marked received, a document accepted or sent back
- Home, Today, the closings, a closing’s page, Projects and Front Desk open with no signal, kept only on a device you choose; never client money, conflict checks or walls
- A PDF, document, spreadsheet or photo shared from the phone lands in the project you pick
- Calisto’s search finds a project by number or name, a client, a closing, an inquiry and Calisto Direct’s posts and products
- Installed inside Calisto, with Legal’s own shortcuts
- Threads for your practice’s messages and Dial for its calls, each its own app
- Team, with Workforce: People, Schedule, Shift Requests, Roles, Certifications, Pay, Time Off, Invitations, Owners, People & Privacy and Screen Sets
- Screen sets for the lawyer, the paralegal, the front desk and inquiries, inquiries and conflicts, billing and client money, the practice manager, legal operations and the managing partner
- Who may see money, set ethical walls and read a project’s Activity, as owner settings
- One Settings page: General, Locations & Money, Threads, Projects, Clients & Inquiries, Fees & Billing, Calisto Direct and Data Custody
Questions about Calisto Legal
Yes, as a business. Legal runs the business of any practice, from a solo lawyer to a global firm and an in-house legal department, and a project that goes to court is still a project: its hearings, court dates and filing deadlines are dates on it, on the Calendar. The specialized tools of court practice are not part of it: docketing, court-rule deadline calculation, e-filing, discovery and LEDES e-billing. A firm that uses those keeps them, and your research tool stays your own.
Not by default. A project opens on a cleared or waived conflict check, and a waiver is decided by the person your approval routing names. Whether a check is required is your setting.
In trust accounts with a ledger for each client and each project. A payout larger than what a client holds is refused, and a three-way reconciliation is prepared and signed off on each account’s own cycle.
Nej. Mail og Live er hver deres sæde, Calisto Threads og Calisto Dial er et sæde for hver person, der besvarer firmaets linjer, og Inbox og Voice er hver persons eget. Et Legal-sæde giver en person Legal.
Calisto’s application servers, and its default database and file storage, are in the European Union. To keep your clients’ data in another country, connect your own database, storage and models there, in Settings ▸ Data Custody.
Legal is included with a Calisto Commerce or Ops plan and with a Deals seat. On its own, it is priced per user, for each person who works in Legal. Your clients never need a seat. The apps Legal opens into, such as Proposals, Sign and Identity, are priced in their own apps.