How does a firm run every matter from intake to closing on one record?
Calisto Pro puts the inquiry, the conflict check, the engagement letter, the matter, its time, the client’s money and the closing in one place, so the firm knows where every matter stands without asking anyone.
One operating system for law firms
Everything an attorney, a paralegal, the billing team and the managing partner touch, running off one record. A solo attorney and a global firm are held to the same standard.
Intake & Conflict Checks
Every inquiry from your intake form, your website or a referral on one pipeline, and a conflict check across every party, alias and matter before anyone gives advice.
Engagement Letters & Signatures
The scope, the fees and the terms as one link the client reads and signs, with the identity check your country expects inside the signing.
The Matter
Each matter with its number, practice area, responsible attorney, parties, origination credit and ethical wall, and everything that happened on it.
Oras at Bayad
Time in tenths of an hour, hourly, fixed and success fees, fee caps and split billing, reviewed on the pre-bill and invoiced in the client’s currency.
Client Money
Trust accounts with a ledger for every client and every matter, never overdrawn, and a three-way reconciliation signed off on your schedule.
Pagtatapos
A closing file for a company’s completion or a property’s: conditions, deliverables, signature packets, the closing statement and the binder.
Komunikasyon sa Kustomer
Email, texts, calls and meetings with each client filed to the matter they are about, and a portal where the client sees their documents.
One platform for every law firm
The firm changes. The matter record does not.
Each inquiry becomes a lead with the other people involved already named for the conflict check.
The engagement letter read, signed and identity-checked in one link, opening the matter.
A timer on every page, rounded to six minutes, billed hourly or as a fixed fee.
Each client’s money on their own ledger, reconciled three ways every month.
Three ways to add your team to Calisto Pro
Three options adapt to every subscriber.
Add anyone to your system for tasks and scheduling
Add any Calisto user to your system to assign tasks or scheduling. This allows the user to be included in tasks and scheduling through Agenda. Because the user only sees the assigned task or shift, this is a great option for shift employees, third-party contractors, and volunteers.
Decide what every employee sees of your system
Admins who see everything
Add additional users as needed for full access to every app, every screen, and every record. Available at no additional cost for subscribers of Calisto Commerce and Calisto Ops.
Your team, your portals, and your admin access are all managed in Purview.
Intake & Conflict Checks
Every inquiry from your intake form, your website or a referral on one pipeline, and a conflict check across every party, alias and matter before anyone gives advice.
The Intake Form
A prospective client fills in your intake form, naming the other people involved. It becomes a lead on your intake pipeline with every answer on it.
Engagement Letters & Signatures
The scope, the fees and the terms as one link the client reads and signs, with the identity check your country expects inside the signing.
The Letter, Written Once
The engagement letter carries the scope, the fee arrangement and your terms, priced from your own rates, and goes to the client as one link.
Identity Inside the Signing
The client confirms who they are while they sign: an identity check, or identity and anti-money-laundering screening, as your setting and your country’s default say.
The Signed Letter Opens the Matter
Once the letter is signed, its contract opens the matter with its number, and the lead’s parties come with it.
The Matter
Each matter with its number, practice area, responsible attorney, parties, origination credit and ethical wall, and everything that happened on it.
Numbered Your Way
Matter numbers follow your scheme, such as client and matter, by year, or typed by hand, and every matter is filed in one of your practice areas.
Every Party by Role
The client, the counterparty, the lender, co-counsel and every related company on the matter, by role, each one a name the conflict check searches.
Origination Credit
Who brought the matter in, who is responsible for it and who worked on it, with shares, so origination is recorded where the matter is.
The Ethical Wall
Keep named people out of a matter, or let only named people in. The wall applies to its time, documents, messages, closing and invoices from the next read on.
Every matter in one place, not five.
The parties, the time, the client money, the documents and the closing on one record.
Oras at Bayad
Time in tenths of an hour, hourly, fixed and success fees, fee caps and split billing, reviewed on the pre-bill and invoiced in the client’s currency.
Time Where the Work Happens
Start the timer from any page, log time by hand, or confirm a call or a meeting as a suggested entry. Rounding to six minutes is a setting.
The Pre-Bill
Review what waits to be billed on each matter: write it down, defer it or mark it non-billable, keeping the original. A write-down above your threshold is approved first.
Success Fees, Caps and Split Bills
A share of the deal value billed when it closes, a cap on everything a matter ever bills, and the bill split between co-clients or a buyer and a seller.
Client Money
Trust accounts with a ledger for every client and every matter, never overdrawn, and a three-way reconciliation signed off on your schedule.
Received, held, paid out and reconciled.
Every entry is recorded once, on the client’s and the matter’s own ledger, in the trust account’s currency.
Pagtatapos
A closing file for a company’s completion or a property’s: conditions, deliverables, signature packets, the closing statement and the binder.
Every Item With Its Owner
Conditions, deliverables, documents and signature pages, each with the party responsible, inside or outside the firm, and the day it is due.
One Packet per Signer
Each signer gets one packet with every document they sign, and the client’s identity check runs before closing where your setting asks for it.
The Closing Statement
What each side is charged and credited, per currency, with the lines paid out of the client’s money once each.
The Closing Binder
The executed set with its index as one document, filed with the matter.
Inquiries, matters and closings in one day
The closings due this week, new inquiries, conflict checks to decide, unbilled time and the client money you hold. The firm opens the day already knowing it.
The Firm’s Day
Your own day first, then the closings due this week, new inquiries, conflict checks to decide, the matters with unbilled time and the client money you hold, on the first screen you open.
Pagsasama
Every inquiry from intake to a signed engagement letter, on stages you name.
Mga Pangyayari
Every matter with its number, client, hours and what waits to be billed.
Client Money
What you hold for each client, per currency, and the next reconciliation.
Pagtatapos
Every closing by its date, with what is still outstanding.
75 payment gateways. 11 regions. Your choice.
Connect your preferred local payment provider anywhere in the world. Your merchant account. Your rates. Zero platform lock-in.
North America & Global
Stripe
PayPal
Square
Authorize.Net
GreenSky
WisetackEurope
Mollie
GoCardless
Vipps MobilePay
Przelewy24
BLIK
Satispay
Nexi
DatatransIberia
Redsys
Bizum
SIBS MB Way
CECALatin America
Mercado Pago
Conekta
dLocal
PagSeguro
Kushki
Webpay Plus
Wompi
NiubizCaribbean & Central America
Azul
Cardnet
PixelPay
WiPayAfrica
M-Pesa
Paystack
Flutterwave
CinetPay
Fawry
Paymob
Peach PaymentsMENA
Tap Payments
PayTabs
HyperPay
TelrAsia Pacific
Razorpay
Paytm
AliPay
WeChat Pay
Xendit
Midtrans
PayMongo
Omise
MoMo
PayPay
Toss PaymentsCentral Asia & Eastern Bloc
Freedom Pay
PayZe
PaymeCreator Economy
CCBill
Segpay
Verotel
Epoch
CoinGate
NOWPayments
BuyMeACoffee
Ko-fiBuy Now Pay Later
Klarna
AfterPay
Alma
Scalapay
Tabby
Tamara
Zip
Addi
KueskiPay
M-Kopa
PayJoy
SeQura73 Apps. Nagsasama-sama.
Ang bawat app ay gumagana nang hiwalay. Mas maganda ang bawat app kapag gumana nang magkasama.
Eight apps. One matter.
The inquiry, the engagement letter, the time, the client money, the documents and the closing are one matter, which is why the firm can answer where it stands in one look.
Legal
Intake and conflict checks, the matter and its record, client money and closings, in a firm’s own words.
Deals
Every inquiry and referral on the firm’s intake pipeline, with every conversation on the lead.
Proposals
The engagement letter as one link: the scope, the fees and the terms the client accepts.
Sign
The letter and the closing’s documents signed, with the client’s identity check inside the signing.
Velocity
Time, the pre-bill, fee terms and invoices for every matter.
Ledger
The firm’s books and its client money, per currency.
Depot
Every matter’s documents, its data room and its legal hold.
Dokumento
Your precedents, drafted for each matter with its facts filled in.
What a firm finds when it arrives
Mga pagkakaiba sa estruktura ng paggawa ng Calisto.
record per matter holding the parties, the conflict check, the engagement letter, the time, the client money, the documents and the closing. The firm stops keeping a matter in five places.
The partner asked where the closing stood. It was one page.ONE MATTER RECORD
client ledgers that can go overdrawn. A payout larger than what a client holds is refused before any money moves.
CLIENT MONEYfee in the currency it was agreed in. A matter billed in euros and a closing paid in dollars stay two figures, never converted into one.
PER CURRENCYethical wall per matter, applied to its time, documents, messages, closing and invoices on every read, for every person the wall keeps out.
ETHICAL WALLSFrom five places to one matter
What changes when the inquiry, the conflict check, the time, the client money and the closing stop living in different places.
Before: A Matter in Five Places
The inquiry is in an email, the conflict search is a spreadsheet, the engagement letter is a PDF, the time is in one system, the trust account is in another and the closing checklist is a document nobody updates.
During: One Record per Matter
The parties, the conflict check, the letter, the time, the client money and the closing read one matter. The firm answers where it stands in one look.
After: A Firm That Can Grow
A second office, a new practice area or a global client joins the same account, and nothing is re-entered. The history an auditor asks for is already assembled.
Client communication for law firms
Every tool the firm needs to answer a client is already built into Calisto Pro, each one its own seat, and every one of them opens against the same matter.
A phone system for every business
Malaman paEmail on your domain
Malaman paEvery message from every channel in one place
Malaman paVideo meetings with no download required
Malaman paEvery communication organized by its contact
Malaman paTeam communication with operational context
Malaman paMga Usapang Firm
The firm’s lines, shared mailboxes, client texting and voicemail in one place, each conversation matched to the client and beside the matter it is about.
The Caller Is Already Known
A client calls and the number matches their record, so the attorney sees who it is and which matter they called about last.
Meet From the Matter
A meeting with a client or the other side is scheduled from the matter and opened without a third-party link to send.
Tingnan kung paano nagkakaiba ang Calisto para sa law firms & legal departments
Mga paghahambing feature-by-feature laban sa mga platform na ginagamit ng mga negosyo sa law firms & legal departments ngayon.
Frequently asked questions
No. Calisto Legal runs the business of a transactional practice: corporate transactions and real-estate closings, and the work of an in-house legal department. Court deadlines, docketing and e-filing are not part of it.
Not unless you say so. By default a matter opens only on a cleared or waived conflict check, and a waiver is decided by the person your approval routing names. You can change that setting.
In trust accounts with a ledger for each client and each matter. A payout larger than a client’s ledger holds is refused, and a three-way reconciliation of the bank, the trust journal and the client ledgers is prepared and signed off on the schedule your country expects.
Yes. A matter can bill by the hour in tenths, as a fixed fee, from a retainer, or as a success fee on the deal value, with an optional cap on everything it ever bills and the bill split between several payers.
In Docs, from your own precedents. A document drafted for a matter fills in its client, parties and matter number, and is filed with the matter’s documents.
Yes. A matter’s documents can be shared with a client through their portal, to view or to upload, and you can ask them for the documents you need as a checklist they answer there.
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 AI there in Data Custody.
Keep the one you use. From a matter, Research opens your firm’s provider with the client-matter number, and research costs can be imported as the matter’s disbursements.
