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.
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.
From the calendar
Disbursements · the research provider's cost file
Project 2026-0142 · in dollars
Hernán Gil · in pesos
Godkännanden
Monthly retainer · Ladrillera Sabana S.A.S.
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.
The inquiry form · on the firm's website
Andrés Rey · Today · Monday
Searched across every party, contact, alias and related company, on every project past and present and every open inquiry
Parties, from the inquiry
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.
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.
Klienter
Dollar trust account · November 30
What a firm finds when it arrives
Strukturella skillnader i hur Calisto är byggt.
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 RECORDclient 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 project billed in one currency and a deposit paid in another stay two figures, never converted into one.
PER VALUTAethical 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.
Mine · Monday 9 November
Väntar på dig
Front Desk · Camila Torres
The practice · the next 14 days
Parties · by role
Datum
Julián's tasks
Debiteringar
The project's Activity
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.
Mellan 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).
Projekt 2026-0142
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
Aktivitet
Requests to Lucía Prieto
Experience · who has done this work
Conditions and deliverables
Signature packets · one per signer
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.
Quarterly file review · project 2026-0142
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.
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.
The profile · updated once
Review requests · the firm's own choice
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.
On castellanosrey.co · priced on each rail · shown in US$
Conflict check · first, as for every inquiry
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.
Medellín · a new location · from Blueprint
Medellín · its own
Both offices' client data · with Sovereign
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.
Juridisk
The project: the inquiry, the conflict check, its dates, its wall and its closing.
Avtal
Every inquiry on the intake pipeline, first contact to engagement.
Förslag
The scope, the fees and the terms as one link.
Signera
Signed with the identity check inside the signing.
Hastighet
Time where the work happens, and the pre-bill.
Betalningar
Deposits and invoices paid on the firm's own gateway.
Navigator
The client's portal: the project, documents and invoices.
Trådar
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.
Redovisning
A trust ledger per client and project, never overdrawn.
Equipo
The project's Hub with co-counsel.
Dokument
Drafted from your precedents, the facts filled in.
Depot
The data room and every file on its project.
Universitet
Training in your firm's name, renewed in time.
Säkra
Requirements and the firm's file reviews.
Reputationsbetyg
Profiles current and every review answered.
Impreta
The closed deal's announcement on every network.
Kampanjer
Client alerts to those who agreed.
Direct
Guides and courses sold on your own domain.
Appar
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.
Calisto Pro for Law Firms & Legal Departments
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- 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
- Every consultation or project meeting by video in its own room, no outside link
- 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
- 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
- Your precedents, drafted for each project with its facts filled in
- 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
- The waiting area's screen that calls each visitor up
- People, schedule, time off, roles and certifications
- Adding a person is an invitation they accept
- 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
- 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
- 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
- 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
- Client alerts, newsletters and invitations by email, text and WhatsApp
- Only to those who agreed, consent kept per channel
- Results per campaign
- 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
- 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
- Every office a location of the firm, with its legal name, tax and currency
- The owner settings, People & privacy and money access
- Practice areas, numbering, rates, fee terms and standards set once and locked where you lock them, for every office
- Each person's mailbox, its own seat, never tied to Legal
- The business's requests to an in-house legal department
- The office's doors, keys and visitors' codes
- 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
- Legal's rules and every notice, seen, changed or switched off in one place
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.
Inga inställningskostnader. Betala när du börjar använda.
Team size across your organization
Small Firms
Dina grundläggande inställningar
Inkluderade tillägg
Din Core-app visar allt som dina Commerce- och Ops-planer aktiverar. Core-Endast Pris säljer det på egen hand, för en affär som föredrar inte att betala en procentandel.
Every party and alias checked before a matter opens
Named people kept out of a matter, everywhere
Numbering, practice areas and the responsible lawyer
Hearings, court dates, deadlines and signings
Today, the firm calendar and what is coming up
Every new client from first contact to engagement
Sent and accepted in one link
Every signer on one envelope
Juridisk
Conflict checks, walls, matters and the practice's day, per user.
Vad du får:
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
Avtal
Every inquiry from first contact to engagement, per user, including Legal and every Core app.
Vad du får:
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
Inga avtal, inga provperioder. Använd apparna och betala när du är redo.
