LAW FIRMS & LEGAL DEPARTMENTS
How does a practice run every project from the first inquiry to the final invoice on one record?
Calisto Pro puts the inquiry, the conflict check, the proposal, the project and its dates, its time, the client’s money and its documents in one place, and opens each person’s day on what is theirs to do, so the practice knows where every project stands without asking anyone.
Calisto Pro
One operating system for legal practices
Calisto Pro is the software that runs a law firm, from the first inquiry to the final invoice: your whole practice in one place, shared with your partners, lawyers and staff, backed up, and open from anywhere.
Billed as Agreed
Time captured where the work happens, the pre-bill reviewed, success fees, caps and split bills paid in the currency agreed.
Every Inquiry, Checked
Every inquiry answered, every name checked for conflicts, and the client signed and identified in one link.
Clients Never Have to Ask
Each client's project, documents, signatures and invoices on their portal, and every message and call beside their record.
Client Money, Never Overdrawn
A ledger for every client and every project, reconciled three ways on each account's own cycle.
The Project and Its People
Each person's day, every date and party on the project, the ethical wall, and the team working it together.
Draft to Binder
Drafted from your precedents, shared in a data room, answered from your own work, and closed in one binder.
Trained and Checked
Every required course in your firm's name, every certificate renewed in time, and every file reviewed.
Found First
Your profiles current, every review answered, posts on every network, and client alerts to those who agreed.
The Guide Brings the Client
Guides, guided documents and courses sold on your own domain, and each buyer's request for advice checked first.
Your App, Every Office
Your firm's own app in the stores, and each new office on your standards from its first day.
Calisto Velocity + Payments
Every hour billed the way the client agreed.
Calisto Velocity captures time where the work happens and prices each hour at the rate in force that day. The pre-bill follows the signed fee terms, and Calisto Payments collects in the currency agreed.
Before Calisto · Friday 19:00Velocity · project 2026-0142Velocity · this week's time · 2026-0142Velocity · To Invoice · November 30Pre-bill · 2026-0142 · Andrés ReyInvoice CR-2026-311Payments · invoice CR-2026-311December 12 · the closingHernán Gil · divorceFixed fees and retainersVelocity · November by lawyerRebuilt from memoryTimer runningRounded to six minutesWaiting to be billedOriginal keptSent to the fiscal providerThe firm's own gatewayCounted against the capDay 7 unpaidPaid the same afternoonUS$ · COP, never added
Valentina Ospina · Friday 19:00Rebuilding the week from her calendar and her sent mail
Wed call w/ Lucía, how long??Tue, seller's counsel, never wrote it down
November billHoursRateTotalPrieto / Ferrer27.5?300 / 600#REF!Gilfixed??
Calls never written down3 · never billed
Review of the seller's contractsValentina Ospina · started from the project's page1:12:34
Acquisition of Café Alto Quindío S.A.S.Lucía Prieto · Martín FerrerHourly · cap US$60,000
From the calendar
Wednesday 10:00 · call with Lucía Prieto40 minutes · Andrés ReyConfirmed as an entry
Wednesday · call with Lucía Prieto40 minutes0.7 h
Thursday · the seller's contracts2 h 14 min2.3 h
RoundingUp to the next six minutes, the firm's setting0.1 h
Disbursements · the research provider's cost file
Company registry searches6 lines, importedUS$480
Lien and litigation searches6 lines, importedUS$790
Project 2026-0142 · in dollars
Valentina OspinaAssociate · US$300 an hour22.4 h
Andrés ReyPartner · US$600 an hour9.1 h
DisbursementsResearch provider · 12 linesUS$1,270
Hernán Gil · in pesos
Fixed fee · milestone 2Divorce by mutual agreementCOP 3,250,000
Research · Valentina OspinaWritten down 1.5 h by Andrés Rey22.4 h 20.9 h
The original22.4 h, kept with the entryKept
Fee termsHourly · success fee 1% · cap · split 50/50As signed
Approvals
Project 2026-0118 · write-down 6.0 hPast the firm's limit · routed to Daniela CastellanosWaiting
Castellanos Rey Abogados · Chicó, BogotáInvoice · November 2026 · in dollarsValentina Ospina · 20.9 hUS$6,270Andrés Rey · 9.1 hUS$5,460DisbursementsUS$1,270Deposit applied−US$8,000Lucía Prieto 50% · Martín Ferrer 50%US$2,500 each
CapUS$21,400 of US$60,000
Lucía PrietoHer pay link · card · MadridUS$2,500 paid
Martín FerrerHis pay link · card · MadridUS$2,500 paid
GatewayThe firm's own merchant accountIn dollars
Invoice CR-2026-311Paid in full
Deal valueCafé Alto Quindío S.A.S. · closed December 12US$2,400,000
Success fee · 1% of the deal valueBilled when it closed · split 50/50US$24,000
Cap · the success fee counted against itUS$45,400 of US$60,000
Fixed fee · two milestonesCOP 6,500,000
Milestone 1Agreement draftedCOP 3,250,000 paid
Milestone 2Unpaid on day 7COP 3,250,000
Send Payment LinkOn his WhatsApp, from the firm's lineSent 10:05
Hernán Gil · milestone 2Reminded on day 7 on WhatsApp, with Send Payment LinkCOP 3,250,000 paid 15:20
Hernán Gil · fixed feeCOP 6,500,000 · paid in full
Monthly retainer · Ladrillera Sabana S.A.S.
Ten hours a month, drawn down by its project's time6.5 of 10 h
RetainerCOP 9,000,000 a month
LawyerUtilizationRealizationBilledAndrés ReyPartner74%97%US$14,820COP 18,400,000Valentina OspinaAssociate86%93%US$6,270COP 9,200,000Felipe ArangoAssociate81%98%COP 21,750,000Daniela CastellanosManaging partner62%99%US$3,900COP 12,600,000
WhatsApp · Castellanos Rey AbogadosHernán, the second milestone of your fixed fee is due.Milestone 2COP 3,250,000Pay nowDone, thank you.15:20Paid
Calisto Legal + Deals + Proposals + Sign
Every inquiry answered. Every conflict checked before anyone gives advice.
Calisto Legal gathers every inquiry from your website, a booked consultation or a call, and checks every name against all the firm's work. Calisto Proposals and Sign make a clear check a signed client.
Before Calisto · Monday 8:40 · the front deskFriday 18:12 · castellanosrey.co, made with SitesFriday 18:14 · the website's chat · office closedLegal · InquiriesConflict check · Lucía Prieto's inquiryApprovals · conflict waiverProposals · Monday 15:00 · one linkProposals · Lucía Prieto · MadridProject 2026-0142 · from the signed proposalProposals · awaiting signatureUnread since Friday 18:12Forms · the legal intake templateAnswered at once, in SpanishOwned by Camila Torres6 names · 5 clear · 1 hitWaiting for Daniela CastellanosApprovedTo Lucía Prieto and Martín FerrerIdentity check · the firm's settingSigned by bothNone
General mailbox · Friday 18:12 · unreadInquiry: buying a coffee roaster in QuindíoFrom Lucía Prieto, Madrid
Voicemail · Friday 18:20A caller from MadridNot returned
conflicts.xlsxSearchedFoundByPrietoyesnoCTFinanciera Montañanot yet
Engagement letter: print, sign, scan back
The inquiry form · on the firm's website
The company she is buyingCafé Alto Quindío S.A.S.
The sellerGrupo Cafetero del Quindío
The lenderFinanciera Montaña
Her partnerMartín Ferrer
The signingIn six weeks
Video consultation · Andrés ReyBooked on the firm's booking page, in the same chatMonday 10:00
Consultation feeOn the firm's own gatewayUS$150 paid
LanguageSpanish
The officeClosed until Monday
Opened in MadridLucía Prieto · read to the end16:04
Her documentChecked
Face matchMatched
Anti-money-laundering screeningClear
SignedIn the same signing16:09
Martín FerrerSigns second
Lucía · Madrid · MondayInquiry sent Friday 18:12No replyCalled · left a voicemailNo call back
castellanosrey.coTell us what you needCompany you are buyingCafé Alto Quindío S.A.S.SellerGrupo Cafetero del QuindíoLenderFinanciera MontañaBuying with · signingMartín Ferrer · in six weeks
Chat · castellanosrey.coGracias, Lucía. ¿Una videoconsulta con Andrés Rey, lunes 10:00?Sí, por favor.Lunes 10:00 · videoUS$150
Sign · Castellanos ReyRead, sign, confirm it is youProposalReadLucía PrietoDocumentCheckedFace matchMatchedScreeningClearSigned
New Inquiry · 2Lucía Prieto · acquisitionWebsite · Friday 18:12 · Camila TorresLease reviewPhone · Camila Torres
Conflict Check · 1Dismissal claimBooked consultation · Camila Torres
Engagement Letter Sent · 1Supplier disputeDaniela Castellanos
Engagement Signed · 1Shareholders' agreementAndrés Rey
Andrés Rey · Today · Monday
10:00 · video consultation · Lucía PrietoBooked by the website's chat · fee paidOn his day
Searched across every party, contact, alias and related company, on every project past and present and every open inquiry
Lucía PrietoBuyerClear
Martín FerrerBuyerClear
Café Alto Quindío S.A.S.The companyClear
Grupo Cafetero del QuindíoSellerClear
Ibarra & Soler, MadridCo-counselClear
Financiera MontañaLender · a hit on a project you are walled fromName and number withheld
Waiver · Financiera MontañaLucía Prieto's inquiry · sent by youWaitingApproved
Routed toThe firm's routing names the managing partnerDaniela Castellanos
The hitA project you are walled fromName and number withheld
Daniela Castellanos · approved · Monday 9:12Unrelated deal, a separate team behind the wall. Waived.
The check, kept with what it foundOn the inquiry, and on the project it opens5 clear · 1 waived
Castellanos Rey Abogados · Chicó, BogotáProposal · the acquisition of Café Alto Quindío S.A.S.ScopeDue diligence, the share purchase agreement and the closingHourly ratesAndrés Rey US$600 · Valentina Ospina US$300Success fee1% of the deal valueCapUS$60,000The billSplit 50/50 · Lucía Prieto · Martín FerrerTermsThe firm's terms
Lucía PrietoSigned · identity confirmedFirst
Martín FerrerSignedSecond
Parties, from the inquiry
Request a Deposit · US$8,000Pay link sent · held on the buyers' trust ledgerSent
Proposals awaiting signatureNone
Lucía Prieto and Martín FerrerInquiry Friday 18:12 · signed MondayEngagement Signed
Project 2026-0142Six parties · conflict check keptOpen
Deposit · US$8,000The buyers' trust ledgerHeld
Calisto Navigator + Threads + Dial + Live
Your clients never have to call to ask where it stands.
Calisto Navigator gives each client a portal with their project, documents, signatures and invoices. Calisto Threads, Dial and Live keep every message, call and meeting beside the client's record.
WhatsApp · Andrés Rey · his own number¿Cómo vamos?Seen · no replyEmail · RE: RE: FW: SPA v4 FINAL (2)14 messages · 6 peopleVoicemail left at the front desk
Castellanos Rey · your portalProject 2026-0142Your purchase of Café Alto Quindío4 of 7 steps doneDue diligenceDoneShare purchase agreementIn negotiationClosingDecember 12Update · the seller's comments on the agreement are in.
Project 2026-0142Waiting on youYour passportUploadProof of fundsUploadMilestone · due diligenceApproveEnvelope · disclosure letterSignInvoice · NovemberUS$2,500PayUpdate · closing date confirmed for December 12.
Legal · 2026-0142 · Lucía's portalThreads · Lucía PrietoDial · the firm's numberLive · project 2026-0142's roomShared by the firmRouted to Julián MoraRingingThursday · no outside link
Steps and datesOn her portal
Documents asked of herOn her portal
Milestone, envelope, invoiceOn her portal
Updates the firm sharedOn her portal
NotesFirm only
Time entriesFirm only
Other partiesSeller, lender, co-counselFirm only
WhatsApp · to the firm's lineHas the seller signed the disclosure letter?
Email · the same conversationAttached: my proof of funds.
Julián Mora · on WhatsAppReceived. The letter comes Thursday.
Project2026-0142NextClosing · Dec 12Identity checkConfirmed
Martín FerrerCalling from Madrid · before anyone picks up
His projectAcquisition of Café Alto Quindío2026-0142
Open invoiceNovember · his halfUS$2,500
Last contactThreads · Tuesday
AnswerLucía Prieto · MadridMartín Ferrer · MadridAndrés Rey · Bogotá
The project's own video roomOpened from project 2026-0142Thursday 9:00
Calisto Ledger
A ledger for every client and every project. Never overdrawn.
Calisto Ledger keeps a ledger for every client and project in each trust account's currency. A payout beyond what a client holds is refused, and every account is reconciled three ways on its cycle.
Before Calisto · October month endLedger · the firm's first monthLedger · dollar trust accountClosing statement · trust linesLedger · November invoiceLedger · peso trust accountThree-way reconciliation · NovemberLedger · client money heldOff by US$1,200Brought in onceIn dollarsRefusedDecember 12Paid from trustIn pesosSigned offNever converted
Bank statementUS$131,900Trust spreadsheetUS$133,100Client balances tabUS$131,900
where is the 1,200?? check the deposits
The firm's auditorPlease send the three-way reconciliations for client money.
Books brought inFrom the accounting software it used · once, in its own browserDone
Accounts and opening balancesIn
Trust accountsDollars · pesos
Clients
Lucía Prieto and Martín FerrerClient ledger · deposit receivedUS$8,000
Project 2026-0142Project ledger · the same depositUS$8,000
Pay from trust · the escrow agentIts fee, on project 2026-0142US$9,500
Café Alto Quindío S.A.S. · closing statement
Purchase money receivedFrom the buyers, for the closingUS$2,400,000
Paid to the seller, onceGrupo Cafetero del QuindíoUS$2,400,000
The buyers' client ledgerAfter the closingUS$8,000
Invoice CR-2026-311Paid from what the firm holds for the buyersUS$8,000
The firm's settingInvoiced fees may be paid from client moneyOn
Fee earnedMoved to the operating accountUS$8,000
The buyers' client ledgerUS$0
Hernán GilHis own client ledger · deposit receivedCOP 2,000,000
His divorceProject ledgerCOP 2,000,000
The dollar trust accountIts own ledgers, in its own currencyKept apart
Dollar trust account · November 30
Bank statementUS$146,250Trust journalUS$146,250Sum of client ledgersUS$146,250
Prepared bySofía Herrera
Signed off byThe routing names the managing partnerDaniela Castellanos
Next cycleReminder three days beforeDecember 28
Dollar trust accountUS$146,250Peso trust accountCOP 84,600,000
Clients with money held38 · each on their own ledger
ReconciledBoth accounts · November
Why Clients Love Calisto Pro
What a firm finds when it arrives
Structural differences in how Calisto is built.
1
record per project holding the parties, the conflict check, the proposal, the dates, the time, the client money and the documents. The practice stops keeping a project in five places.
ONE PROJECT RECORD0
client ledgers that can go overdrawn. A payout larger than what a client holds is refused before any money moves.
CLIENT MONEYEvery
fee in the currency it was agreed in. A project billed in one currency and a deposit paid in another stay two figures, never converted into one.
PER CURRENCY1
ethical wall per project, applied to its time, documents, messages, closing and invoices on every read, for every person the wall keeps out.
ETHICAL WALLSZero
Projects Opened Before Their Conflict Check Is Cleared or Waived, Unless You Change the Setting
One
Ledger for Each Client's Money and One for Each Project, Never Overdrawn
One
Ethical Wall per Project, Applied to Its Time, Documents, Messages and Invoices on Every Read
Every
Fee Kept in the Currency It Was Agreed In, Never Converted Into Another
Calisto Legal + Equipo
Every project, every date and every person on it. On one page.
Calisto Legal opens each person's day on what is theirs and keeps every project's parties, dates, tasks and wall on its record. Calisto Equipo gives the team its project Hub to work it together.
Castellanos Rey · Valentina OspinaProject 2026-0142 · Café Alto QuindíoCastellanos Rey · Felipe ArangoBefore CalistoToday · 8:30 · MineToday · Front DeskToday · EveryoneThe recordSigned in as FelipeEquipo · the project's HubInside the wall
Andrés's diary · Wed 9:00 hearing?Thu · comments on the agreement · to whom?
Re: Re: Fwd: Café Alto · 23 messagesAlso: the hearing moved to Wednesday at 9:00, see below.
Across the office · 10:40"Who's on this one?"
Cc: Felipe Arango · on every messageHe once worked for the seller's group.
Mine · Monday 9 November
Hearing · Wednesday 9:00Project 2026-0117 · on its record and your calendarCourt date
Comments on the agreementProject 2026-0142 · Café Alto QuindíoDue Thursday
Two tasks overdueThe lease schedule · a letter to the lenderOverdue
Yesterday's timeThree entries still to logLog now
Waiting on you
Two decisionsJulián's draft to approve · a time entry to reviewDecide
Front Desk · Camila Torres
Hernán Gil · waiting for DanielaArrived 9:52 · Family4 min
Daniela Castellanos · readyMeeting room 2Called up
The waiting area's screen · with Calisto DisplayHernán GilPlease come to meeting room 2.
The practice · the next 14 days
Wed 11Hearing · project 2026-0117 · DisputesHearing
Thu 12Comments on the agreement · 2026-0142Deadline
Fri 13A lease · Real EstateSigning
Tue 17A reply to a claim · EmploymentDeadline
Thu 19Hernán Gil · FamilyHearing
Mon 23Café Alto Quindío · CorporateClosing
Parties · by role
BuyersLucía Prieto · Martín Ferrer
SellerGrupo Cafetero del Quindío
The companyCafé Alto Quindío S.A.S.
LenderFinanciera Montaña
Co-counselA firm in Madrid
Dates
Julián's tasks
The disclosure scheduleJulián MoraTue 10
The lender's conditionsJulián MoraFri 13
Credits
Andrés ReyOriginating40%
Daniela CastellanosResponsible30%
Valentina OspinaWorking30%
His projects2026-0142 is not on his listNot shown
His search · "Café Alto"No resultsNot shown
His calendar · ThursdayNo comments dueNot shown
The project's Activity
Felipe Arango · access refusedMonday 11:14 · by the wallLogged
Co-counsel · MadridLucía and Martín can sign here on the 20th.
Andrés Rey · a voice message · 0:42"Julián, the lender's conditions by Friday, please."
Create Task · from Andrés's messageJulián Mora · the lender's conditions · FridayTask created
Valentina · Julián · Andrés · DanielaEach one's day, todayInside
Felipe ArangoNot on his list, his search or his calendarOutside
Due todayOn each dayEvery dateOn the projectOutside the wallNever shown
Calisto Docs + Depot + Sign
From the first draft to the closing binder.
Calisto Docs drafts from your own precedents with the project's facts filled in. Calisto Depot shares the data room and holds every file, and Calisto Sign closes the deal, one packet per signer.
Project 2026-0142 · Café Alto QuindíoBefore CalistoDocs · from the precedentDocs · CompareDepot · the data roomDocument requestsAsk the firm's workThe closingLegal holdClosed
In three inboxes · Valentina · Julián · AndrésSPA_v7_final_FINAL_comments.docx
The data room · on another vendor's siteA new login for every party.
Signature pages · printed, couriered to MadridThe binder · Saturday and Sunday, by hand
Share Purchase AgreementFrom the firm's precedent · an acquisition in Colombia
Between Lucía Prieto and Martín Ferrer (the Buyers) and Grupo Cafetero del Quindío (the Seller), for all the shares of Café Alto Quindío S.A.S. (the Company).
Project 2026-0142
Version 7 · from the seller's counselCompared with version 6Print Redline
Redline · version 7 against version 69 insertions · 4 deletions · 2 clauses changed
8.2 The Seller's liability shall not exceed twenty fifteen percent of the Purchase Price.
9.1 Closing shall take place on a date agreed no later than 30 November.
The project's data room
The seller's counsel · uploadedAccounts · contracts · 14 filesUploaded
Lucía Prieto · on her portalAudited accounts 2025Read
Activity
Shared with Lucía and MartínBy Valentina · TuesdayShared
Viewed · audited accounts 2025Lucía Prieto · Tuesday 18:42Viewed
Requests to Lucía Prieto
PassportUploaded on her portalAccepted
Proof of funds · sent back"The statement must show your name and be under 90 days old."Sent back
Proof of funds · againA new statement · WednesdayAccepted
Valentina asks the firm's own work"What indemnity cap did we agree in our last three acquisitions of a food company?"
15% of the price, in the coffee exporter's sale.Project 2025-0088 · the agreement · p. 31, §8.2
20%, for 24 months, in the bakery chain's purchase.Project 2025-0041 · the agreement · p. 28, §8.4
10%, with tax claims outside the cap.Project 2024-0163 · disclosure letter · p. 6, §2
Experience · who has done this work
1 · Andrés Rey14 acquisitions · 1,260 hoursFirst
Conditions and deliverables
The lender's approvalFinanciera Montaña · outside the firmFri 20
The seller's board minutesThe seller's counsel · outside the firmThu 19
Proof of funds · both buyersValentina Ospina · insideDone
The share register, updatedJulián Mora · insideMon 23
Signature packets · one per signer
Lucía Prieto · 6 pagesThe identity check the setting asks forSigned
Martín Ferrer · 6 pagesThe identity check the setting asks forSigned
Grupo Cafetero del Quindío · 4 pagesIts legal representativeSigned
Financiera Montaña · 2 pagesIts legal representativeSent
Closing statementIn US$Purchase priceUS$2,400,000Success fee · each buyer's halfUS$12,000In COPRegistration feesCOP 3,900,000
The closing binderThe executed set · its index1Share purchase agreement2Disclosure letter3Board minutes · the seller4The lender's approval5Share register · updatedFiled with the project
Project 2025-0207 · DisputesReason: a claim is expected · since 2 NovemberOn hold
Delete · "drafts 2025"Refused: held by the legal holdNot deleted
Its emails, files and timeKept until the hold is liftedHeld
Every version of the agreementOn the project, each one comparedKept
The closing binder · 2026-0142Search · "indemnity cap" · 2 secondsFound
Every versionOn the projectEvery signatureIn the binderFound againIn seconds
Calisto University + Assure
Every lawyer's training current. Every file checked.
Calisto University trains your people in your firm's name and renews each certificate before it lapses. Calisto Assure sets every requirement and runs the firm's file reviews and anti-money-laundering checks.
Castellanos Rey · Daniela CastellanosBefore CalistoAssure · ComplianceUniversityWorkforce · recordsAssure · file reviewThe firm
Anti-money-laundering certificatesIn four people's inboxes.
courses.xlsxAMLDataBarValentina2025yes?Julián—yesn/aFelipe2026?12 h
Quarterly file review · from memory"I think 0142 is fine."
92%Compliance scoreEvery requirement, matched to every person
Anti-money-laundering trainingEvery year · every person2 due
Data protection trainingEvery personMet
The courses your bar requiresEvery lawyer1 due
Anti-money-laundering 2026A course of Castellanos Rey Abogados · five modules
Assigned to everyone19 peopleDue 30 Nov
Completed15 of 1979%
Julián Mora · module 5 of 5On his phoneFinishing
Castellanos Rey AbogadosCertificate of completionJulián Mora · Anti-money-laundering 2026
On his record in WorkforceJulián Mora · valid one yearFiled
Valentina Ospina · her certificateRenews in 30 daysReminded
Quarterly file review · project 2026-0142
The conflict check, keptPass
The proposal, signedPass
The client identified and screenedPass
The trust ledger, reconciledPass
The source of funds, on fileNot on file · raised as a findingFail
Finding · the source of fundsProject 2026-0142 · not on fileRaised
Corrective action · Julián MoraRequest both buyers' source of funds · FridayDone
Verified · Daniela CastellanosBefore the finding closesClosed
Julián Mora · his certificateAnti-money-laundering 2026Current
File review · project 2026-0142The finding closed, verifiedPassed
Every requirementMatchedEvery personCurrentEvery fileReviewed
Castellanos Rey · UniversityAnti-money-laundering 2026Module 5 · the source of fundsThe quiz9 of 10 · passedFinish the courseYour certificate, in the firm's name
How Firms Evolve
From five places to one project
What changes when the inquiry, the conflict check, the time, the client money and the documents stop living in different places.
Without CalistoWith Calisto
In an email
The inquiry
A spreadsheet, by hand
The conflict search
A PDF signed on paper and scanned back
The proposal
Checked at month end
The trust balance
One person's diary
The deadlines
Started from copies
The next office
Calisto Reputation + Impreta + Campaigns
The firm people find first, and recommend.
Calisto Reputation keeps your profiles current and every review answered from one inbox, Calisto Impreta posts to every network, and Calisto Campaigns writes only to clients who agreed to hear from you.
Castellanos Rey · Camila TorresBefore CalistoReputation · profileReputation · reviewsReview requestsImpretaCampaignsFound first
family lawyer Chicó
Castellanos Rey AbogadosHours · Monday to Friday, 8:00 to 5:00 · last year'sNo photos of the new floor★★ "Nobody called me back."A month ago · no answer
The profile · updated once
HoursMonday to Friday, 8:00 to 6:00 · Saturday to noonLive on Google
PhotosThe new floor · 6 photosLive on Google
Practice areasCorporate & Transactions · Real Estate · Employment · Family · DisputesLive on Google
★★★★★ · Google"Clear on fees from the first day."Answered
★★ · Google"Nobody called me back."Answering
Camila's reply · nothing about the client's caseThank you for telling us. Please call Daniela on the firm's line; we want to hear more.
Review requests · the firm's own choice
Closed family projectsA week after closing · by WhatsAppOn
Hernán Gil · 9Sent to the firm's Google review pageGoogle
A family client · 5Offered private feedback firstPrivate feedback
Drafted from project 2026-0142 when it closedCastellanos Rey advised Lucía Prieto and Martín Ferrer on their acquisition of Café Alto Quindío S.A.S.
Lucía and MartínAgreed to the announcementAgreed
Andrés ReyApprovedApproved
Client alert · the new tax reform
Sent to Corporate & Transactions clientsOnly those who agreed to hear from the firmSent
61%OpenedBy the clients it was sent to
The Google profileHours, photos and practice areas, currentLive
Every reviewGoogle · Facebook · the law-firm directoriesAnswered
FoundFirstEvery reviewAnsweredEvery alertRead
WhatsApp · Castellanos ReyHernán, your project closed a week ago. How likely are you to recommend us?6789109Thank you! Would you say so on Google?Leave a review
Calisto Direct
The reader who bought the guide is the next client.
Calisto Direct sells your guides, guided documents and courses on your own domain. A buyer who asks the firm for advice becomes an inquiry in Calisto Legal, conflict check first.
Castellanos Rey · Andrés ReyBefore CalistoLegal · DirectLegal · InquiriesSold every day
Calls this month · free
Monday · 40 min"How does a foreigner buy a Colombian company?"
Wednesday · 35 min"How does a foreigner buy a Colombian company?"
Friday · 45 min"How does a foreigner buy a Colombian company?"
Sent by hand, againFwd: guide_foreign_buyers.pdf
On castellanosrey.co · priced on each rail · shown in US$
Buying a company in ColombiaA guideUS$29
The shareholders' agreementA guided document · its own questions and templateUS$149
Setting up a company in ColombiaA course · six lessonsUS$190
The monthly webinarTicketed · its replay a lesson of the courseUS$25
Sold · the shareholders' agreementRocío Beltrán · MonterreyUS$149
Rocío Beltrán · MonterreyFrom Direct · asked the firm for adviceNew inquiry
Conflict check · first, as for every inquiry
Rocío BeltránEvery name, every projectClear
The shareholders in her answersEvery name, every projectClear
Proposal · at the firm's fee termsTo Rocío BeltránSent
Rocío BeltránBought the guided agreement · signed the proposalClient
The answerWritten onceSoldEvery dayThe buyerThe client
castellanosrey.co · RocíoThe shareholders' agreementA guided document · answer the firm's questions, get your agreementPriceUS$149Buy
Question 9 of 14How many shareholders?ThreeVotes needed to sell75%Who may buy first?The other shareholdersNext
Your agreement is readyShareholders' agreementDownloadShare my answers with the firm · yesAsk the Firm for Advice
Castellanos ReyThank you, Rocío. The firm will send you its terms.Your answers are with the firm.
Calisto Apps + Navigator + Purview + Blueprint
Your firm's own app. Every office on one standard.
Calisto Apps puts your firm's app in the App Store and Google Play, with the client portal inside. Calisto Purview and Blueprint open each new office on your standards, and reports read every office.
Castellanos Rey · Daniela CastellanosBefore CalistoApps · the firm's appPurview · MedellínSovereignReportsTwo offices · one standard
Medellín · started from copies · its own conflicts spreadsheetengagement_terms_COPY_medellin.docx
conflicts.xlsxclientother sidein Bogotá?Maya new clientits landlordnot checkedJunea buyerthe sellernot checked
Medellín's trust accountIn another tool, with its own login.
Castellanos ReyLegal services · Bogotá · Medellín
App StoreUnder the firm's own developer accountLive
Google PlayUnder the firm's own developer accountLive
Inside · the client portalProjects, documents, signatures, invoicesNavigator
Notice · Lucía Prieto"Your closing documents are ready to sign"Delivered
Medellín · a new location · from Blueprint
Practice areasThe firm's fiveLocked
The numbering scheme2026-0001 onwardLocked
Rates · fee termsAs set in BogotáLocked
The conflict check settingEvery name, both officesLocked
Office hoursLeft to MedellínMedellín's
Medellín · its own
Trust account · MedellínIts own · in COPOpen
Sign-in · both officesThrough the firm's own identity providerBoth offices
The conflict checkOne search, both offices' workShared
Both offices' client data · with Sovereign
DatabaseThe firm's own · in ColombiaColombia
File storageThe firm's own · in ColombiaColombia
Stored secretsWrapped by a key in the firm's own key management serviceThe firm's key
Per currencyProfitOriginationRealizationBogotá · US$US$412,000US$298,00094%Bogotá · COPCOP 1,240 MCOP 860 M91%Medellín · COPCOP 96 MCOP 61 M88%
UtilizationBogotá · Medellín81% · 58%
US$ and COP side by side, never added.Medellín · its first dayOn the firm's standards, nothing re-enteredOpen
MedellínLike BogotáEvery clientThe firm's appThe dataIn Colombia
Castellanos Rey · nowYour closing documents are ready to signLucía PrietoCafé Alto QuindíoClosing documents6 pagesSign
The Connections
Twenty-three apps. One project.
The inquiry, the proposal, the time, the client money, the documents and the closing are one project, which is why the practice can answer where it stands in one look.
Project
Legal
Deals
Proposals
Sign
Velocity
Payments
Navigator
Threads
Dial
Live
Ledger
Equipo
Docs
Depot
University
Assure
Reputation
Impreta
Campaigns
Direct
Apps
Purview
Blueprint
Legal
The project: the inquiry, the conflict check, its dates, its wall and its closing.
Deals
Every inquiry on the intake pipeline, first contact to engagement.
Proposals
The scope, the fees and the terms as one link.
Sign
Signed with the identity check inside the signing.
Velocity
Time where the work happens, and the pre-bill.
Payments
Deposits and invoices paid on the firm's own gateway.
Navigator
The client's portal: the project, documents and invoices.
Threads
The firm's WhatsApp, chat and mailboxes beside the client.
Dial
The firm's numbers, the caller already known.
Live
Each meeting in the project's own video room.
Ledger
A trust ledger per client and project, never overdrawn.
Equipo
The project's Hub with co-counsel.
Docs
Drafted from your precedents, the facts filled in.
Depot
The data room and every file on its project.
University
Training in your firm's name, renewed in time.
Assure
Requirements and the firm's file reviews.
Reputation
Profiles current and every review answered.
Impreta
The closed deal's announcement on every network.
Campaigns
Client alerts to those who agreed.
Direct
Guides and courses sold on your own domain.
Apps
Your firm's own app in the App Store and Google Play.
Purview
Every office a location of the firm.
Blueprint
Practice areas, rates and fee terms locked for every office.
The full stack
Calisto Pro for Law Firms & Legal Departments
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, 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
- Coming Up: the next 14 days of hearings, court dates, deadlines, signings and closings
- Mine shows a person their own projects, dates, appointments, tasks, inquiries, checks, proposals, approvals and hours; Everyone shows the practice
- Possible conflicts counted on the day, never named; a walled project never counted or named
- The Calendar: every appointment, project date, closing day and task due, narrowed to one project or one person
- A project's dates (meeting, hearing, court date, deadline, signing) on the responsible lawyer's calendar, counted as busy time
- Consultations and client meetings in the office, at the client's or by video with its own room
- The booking page: your consultation types with their length, price and deposit, each lawyer bookable in their own working hours; a consultation booked online opens an inquiry, its conflict check first
- The front desk: the walk-in line by the lawyer they are here to see, Call Up, the waiting area's screen, and people joining the line from their phone, texted their turn
- Every inquiry from your inquiry form, a webinar, your website or a call, each opening its record
- The inquiry form, from the legal intake template, on your website
- The pipeline in your words: New Inquiry, Conflict Check, Engagement Letter Sent, Engagement Signed, Declined
- Every party, contact, alias and related company searched across every project past and present and every open inquiry; a hit on a walled project found with its name and number withheld
- Cleared, waived or declined, a waiver decided by the person your routing names, every check kept; by default a project opens only on a cleared or waived check, and the rule is your setting
- One record per client: related people and companies, projects first, proposals, contracts, conversations and payments; Import beside New Client
- The signed proposal finds the clearance and opens the project with its number by your scheme
- Send to These Clients: every client, one practice area's or closed projects' clients, handed to Campaigns
- Projects numbered your way (by client and project, one running number with the year, or typed by hand), filed in your practice areas, open, on hold or closed and reopened
- The project's record: Calendar, Overview, Parties, Documents, Knowledge, Communicate, Time & Fees, Client Money, Closing and Activity
- Client work or internal work; projects inside a project; 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
- Origination credits: originating, responsible and working shares, read in the Origination report
- What the project was: jurisdiction, outcome from your own list, deal value and a summary written when it closes
- Its Activity: wall changes, walled access allowed or refused, data-room shares and views, client-money entries
- Drafts from your own templates with the project's client, parties and number filled in
- A data room on each project, shared from the client's portal; document requests accepted or sent back with the reason; contracts across every project; Compare and Print Redline; legal holds
- Closings: steps, items with their owners, signature packets, the closing statement and the binder
- Ask: answers from the firm's own files, each sentence cited to the document, page and passage; Search; Experience, who has done this kind of work, ranked by projects and hours; walled text withheld before anything reads it
- Start Timer and Log Time; each hour priced at the rate in force the day it was worked
- Fee terms: hourly, fixed, a retainer's allowance, a success fee on the deal value, a cap the fees never pass, the bill split between payers
- Request a Deposit, held in a company account or on the client's trust ledger and applied to invoices
- Trust accounts with 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 from Desk or made in Legal, each opening a project or resolved
- Outside counsel's bills on each project, approved through your routing and counted against its budget
- The Legal Operations screen set
- Profitability, utilization, cost and output, budget burn, origination, realization, client money and trust reconciliations, per currency, emailed on a schedule
- Legal's nine rules in Automations; team notices for a new inquiry, a deposit paid, a closing tomorrow with items waiting, a conflict check with hits
- Grow Your Business: what the Pro Shop recommends for a practice of your size
- On a phone: Today, Calendar, Projects, Time and More; the running timer on Home; a closing's next step at the thumb
- Home, Today, the closings and the front desk open with no signal on a device you choose, never client money, conflict checks or walls
- Screen sets for the lawyer, the paralegal, the front desk, intake 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
Deals
- Every inquiry on the practice's intake pipeline from first contact to engagement, with every conversation on it
- Consultations booked straight into an inquiry
- Stages and their gates in your words
- Follow-ups, sequences and the forecast
- Referral partners on commission splits
Proposals
- The scope, the fees and the terms as one link the client reads and signs
- Reviewed before sending, routed by amount in each currency
- Sent by email, text or WhatsApp
- Follow-ups that stop the moment the client answers
- Accepted value and time to sign
Sign
- Many documents in one envelope, in signing order
- The identity check, or identity and anti-money-laundering screening, inside the signing
- Reminders until everyone has signed
- An audit trail and one sealed PDF per envelope
- The signed document filed on its project
Identity
- An identity check: a document, a face match and a liveness check
- Identity and compliance screening against sanctions, politically exposed persons and adverse media, each hit ruled by a named person
- The answer on the client every app reads
- Approvals that end on your schedule
Forms and Sites
- The inquiry form from the legal intake template
- The firm's website with its practice areas and lawyer profiles
- Consultations booked and the inquiry form on it
- The website's chat answering while the office is closed, while its rule is on
Velocity
- Time from a timer or after the fact, calendar events suggested as entries
- My Week signed off and locked
- Expenses and mileage
- To Invoice and the pre-bill, written up, down or deferred with the original kept
- Capacity, profitability, utilization, budget burn, origination and realization, per currency
Payments
- Your own account at each provider, routed by country
- Pay links for deposits and invoices
- Refunds and disputes
- Every payout reconciled
- A fiscal provider chosen per country, the invoice sent to it
Navigator
- The client's portal from the law firm template: their projects, milestones to approve, documents asked for, envelopes to sign, invoices with Pay and the updates you share
- No note, time entry, fee or other party ever shown
- A custom domain
Threads and Dial
- The firm's WhatsApp, text, web chat, shared mailboxes and voicemail in one conversation per client
- Routed and answered beside the client and the project
- The firm's numbers ringing with the caller already known
- One seat for each person who answers them
Live
- Every consultation or project meeting by video in its own room, no outside link
Ledger
- Double-entry books per business
- Every document in its own currency, totals per currency, never added across
- Client money on one trust ledger per client and project, money out never beyond what that client holds
- Three-way reconciliation signed off on each account's cycle
- Deposits held, applied or refunded
- Your accountant's reports
- Your books brought in from the software you use now
Equipo
- A Hub per project or practice, private or public, with its chat and its folders
- Chats with co-counsel and people at other businesses
- Voice messages, and Create Task from a message
- Calls and meetings with Live
Docs
- Your precedents, drafted for each project with its facts filled in
Depot
- Every file from every app on its project, in Hubs and folders
- The data room shared to view or upload
- A file's own questions answered with its page cited
- Retention policies and legal holds
- Storage per person
Display
- The waiting area's screen that calls each visitor up
Workforce
- People, schedule, time off, roles and certifications
- Adding a person is an invitation they accept
University
- Courses, onboarding and compliance programs with deadlines
- Certificates issued in your firm's name
- Reminders before renewal
- Every person's own learning on their phone
Assure
- The firm's requirements matched to each person
- Checklists run on a file
- A failed item raises a finding and a corrective action, verified by someone else before it closes
- The compliance score
Reputation
- Every review from Google, Facebook and the directories in one inbox, each answered once
- Review requests when the firm chooses to ask, private feedback first
- Your profiles and listings kept current
Impreta
- One post on eleven networks, each with its own caption
- A closed project's announcement the client agreed to, approved before it goes out
- The calendar and the results
Campaigns
- Client alerts, newsletters and invitations by email, text and WhatsApp
- Only to those who agreed, consent kept per channel
- Results per campaign
Direct
- Guides, guided documents and courses sold on your own domain
- Ticketed webinars and their replays
- A buyer's Ask the Firm for Advice opening an inquiry with its conflict check
- Every sale paid to your own provider
Apps
- The firm's own app in the App Store and Google Play under your own developer accounts, the client portal inside
- Push notices
- The stores' reviews answered
Purview
- Every office a location of the firm, with its legal name, tax and currency
- The owner settings, People & privacy and money access
Blueprint
- Practice areas, numbering, rates, fee terms and standards set once and locked where you lock them, for every office
Mail
- Each person's mailbox, its own seat, never tied to Legal
Desk
- The business's requests to an in-house legal department
Access
- The office's doors, keys and visitors' codes
Sovereign
- Your own database, file storage and language models in the country your clients require
- Your stored secrets wrapped by your own key
- Every access on the one Activity log
Automations
- Legal's rules and every notice, seen, changed or switched off in one place
Every Firm Type
One platform for every law firm
The firm changes. The project record does not.
Each inquiry arrives with the other people involved already named for the conflict check.
The proposal read, signed and identity-checked in one link, opening the project.
A timer on every page, rounded to six minutes when you choose, billed hourly or as a fixed fee.
Each client's money on their own ledger, reconciled three ways on the account's own cycle.
Pricing
No setup cost. Pay when you start using.
Team size across your organization
Small Firms
Your Foundation
Included With Your Plans
Your Core app shows everything your Commerce and Ops plans turn on. Core-Only Pricing sells it on its own, for a business that prefers not to pay a percentage.
Conflict checksCalisto Legal
Every party and alias checked before a matter opens
Ethical wallsCalisto Legal
Named people kept out of a matter, everywhere
Opening a matterCalisto Legal
Numbering, practice areas and the responsible lawyer
Matter datesCalisto Legal
Hearings, court dates, deadlines and signings
The practice's dayCalisto Legal
Today, the firm calendar and what is coming up
Inquiries and pipelineCalisto Deals
Every new client from first contact to engagement
Engagement lettersCalisto Proposals
Sent and accepted in one link
SignaturesCalisto Sign
Every signer on one envelope
Legal
Conflict checks, walls, matters and the practice's day, per user.
Priced per plan
What you get:
Conflict checks Calisto LegalEvery party and alias checked before a matter opens
- Every party and alias searched across past matters and open inquiries
- Clear, waive with approval, or decline, and every check is kept
- A matter opens only on a cleared or waived check
Ethical walls Calisto LegalNamed people kept out of a matter, everywhere
- Include or exclude named people on each matter
- The wall holds in time, tasks, search and every other app
- Every change to a wall is logged
Opening a matter Calisto LegalNumbering, practice areas and the responsible lawyer
- Your own numbering scheme
- Practice areas you name
- Originating, responsible and working credit on every matter
Matter dates Calisto LegalHearings, court dates, deadlines and signings
- Every date on the responsible lawyer's calendar
- Hearings, court dates, deadlines and signings kept apart
The practice's day Calisto LegalToday, the firm calendar and what is coming up
- What is due today across every matter
- Yours or everyone's, in one view
- Every matter's activity in one place
Plus everything included above
Recommended
Deals
Every inquiry from first contact to engagement, per user, including Legal and every Core app.
Priced per plan
What you get:
Inquiries and pipeline Calisto DealsEvery new client from first contact to engagement
- Consultations booked straight into an inquiry
- A conflict check from the inquiry, before anyone is engaged
Plus everything in Legal
Start Now
No contracts, no trials. Use the apps and pay when you’re ready.
