Every matter, from the conflict check to the closing binder.
Run your firm from one app. Check every inquiry for conflicts, send the engagement letter, open the matter, record its time, hold your clients’ money on their own ledgers and close the deal with every signature and the binder in one file.
The business of a law firm, in one place
For solo attorneys, small, regional and global firms, and corporate legal departments doing transactional work: companies, financings and real-estate closings.
<インテーク>
Every inquiry on one pipeline.
競合チェック
Every party and alias, every matter.
依頼書
Signed with an identity check.
Matters
Parties, credits and the ethical wall.
Time & Fees
Tenths, fixed, success and capped fees.
Client Money
A ledger for every client.
ドキュメント
Precedents, data rooms and requests.
締結
Packets, the statement and the binder.
One
record for every matter, from the inquiry to the binder
One
ledger for every client’s money, never overdrawn
One
wall per matter, applied on every read
Checked for conflicts before anyone gives advice
An inquiry arrives from your intake form, your website or a referral, already naming the other people involved. The conflict check runs before the engagement does.
Your Intake Form
On your website, each answer a lead on your intake pipeline.
Every Name Searched
Parties, contacts, aliases and related companies, on every matter past and present and every open lead.
Cleared, Waived or Declined
A waiver is decided by the person your approval routing names. Every check is kept.
No Matter Before It Clears
By default a matter opens only on a cleared or waived check. The rule is your setting.
The check is clear. Now the client agrees to the terms.
The scope, the fees and the terms, in one link
The client reads the letter and signs it, and confirms who they are while they sign. The signed letter opens the matter.
Written Once
The scope, the fee arrangement and your terms, priced from your own rates.
Identity Inside the Signing
An identity check, or identity and anti-money-laundering screening, as your setting and your country say.
The Matter Opens Itself
With its number by your scheme, and the lead’s parties already on it.
Every Letter Tracked
Sent, opened, signed or waiting, on the lead it answers.
Its parties, its credits and its wall, on one page
Each matter carries its number, practice area and responsible attorney, and everything that happened on it.
Every Party by Role
Client, counterparty, lender, co-counsel and every related company.
Origination Credit
Who brought it in, who is responsible and who worked on it, with shares.
The Ethical Wall
Keep named people out, or let only named people in. It applies to the matter’s time, documents, messages, closing and invoices.
Every Conversation
The firm’s conversations with the client and your own mail, calls and meetings, beside the matter.
Every fee arrangement, reviewed before it is billed.
Hourly in tenths, fixed fees, retainers and success fees, with a cap on what a matter ever bills and the bill split between payers.
Time where the work happens, billed the way you agreed
ページごとにタイマー
Rounded to six minutes when your setting says so, for any matter.
The Pre-Bill
Write down, defer or mark non-billable, keeping the original.
Success Fees and Caps
A share of the deal value, and a ceiling on what the matter bills.
Split Billing
Co-clients, or a buyer and a seller, each billed their share.
Research From the Matter
Your own research provider, opened with the client-matter number, its costs imported as disbursements.
A ledger for every client and every matter. Never overdrawn.
Trust, escrow and client accounts, each with its own currency, and every entry on the client’s and the matter’s own ledger.
Received for the Client
Retainers and deposits for a closing, on the client’s ledger.
Paid Out, Never Beyond
A payout larger than the client holds is refused before any money moves.
Three-Way Reconciliation
The bank, the trust journal and the client ledgers compared, then signed off.
Invoices Paid From Trust
A client’s invoice paid from what you hold for them, when your setting says so.
The money is where it should be. Now the documents.
Drafted from your precedents, shared on your terms
Your Precedents
Drafted for the matter with its client, parties and number filled in.
A Data Room per Matter
Shared through the client portal, to view or to upload, every view on the trail.
Document Requests
A checklist asked of a client, each document landing in the matter.
Legal Hold
A hold keeps everything on the matter, whatever your retention says.
A company’s completion or a property’s, in one closing file
Conditions, deliverables, documents and signature pages, each with its owner inside or outside the firm, then the statement and the binder.
Every Item With Its Owner
With the day it is due and its executed copy.
One Packet per Signer
Every document a signer signs, in one packet.
The Closing Statement
Per currency, with the lines paid out of client money once each.
The Closing Binder
The executed set with its index, filed with the matter.
Your clients’ data, where you decide.
Calisto’s application servers and its default database and storage are in the European Union. To keep your clients’ data in another country, connect your own database, storage and AI there, and hold your own keys.
Legal does not stand alone. The client is the same contact your firm sees everywhere, the letter is signed in Sign, the time and the books are the apps your whole firm runs on, and every email, call and meeting is its own seat for the people who need it.
Questions about Calisto Legal
No. It runs the business of a transactional practice, corporate transactions and real-estate closings, and of an in-house legal department. Court deadlines, docketing, e-filing and e-billing standards are not part of it, and your research tool stays your own: the matter opens it with the client-matter number.
Not by default. A matter 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 matter. A payout larger than what a client holds is refused, and a three-way reconciliation is prepared and signed off on the schedule your country expects.
No. Mail, Inbox, Voice and Live are each their own seat, given to the people who need them. A Legal seat gives a 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 AI there, in Settings ▸ Data Custody.
Per seat: one for each person who works in Legal. Your clients never need one. The price is not published yet.
