Law Firm
Law firm with case management, legal timesheet, court deadlines, document management, and client billing
Included Modules
All freeEverything you need to run a Law Firm, ready to go.
Contracts
Recurring contracts and service agreements with renewal tracking
Customers
Customer management with CRM features, lifecycle tracking, tags, …
Document Templates
Customizable document templates for receipts, invoices, and reports
Invoicing
Create and manage invoices, credit notes, and billing
Projects & Time Tracking
Project management, milestones and time tracking
Tasks
Task management, calls, meetings and activities
Tax Management
Tax rates, calculations and reporting
Time Control
Employee time tracking with geolocation and geofencing. Compliant …
Pre-built Roles
2Role templates for a Law Firm. Assign them to employees during setup.
Lawyer
Partner
Setup Guide
AI AssistantStep-by-step commands to configure your Law Firm hub in minutes.
Setup Guide: Law Firm
Configure your Law Firm hub from scratch using the ERPlora AI Assistant. All commands below are sent to the Assistant at
/m/assistant/.
Step 1 — Describe your business
Send this as your first message to the AI Assistant:
Hi! I have a law firm in London. It's called "Saunders & Associates Solicitors". We specialise in employment law, civil litigation, and commercial law. We manage client files, court deadlines, and billing by the hour. I need to set up the full system.
The assistant will detect your business type and install the right modules. The hub will restart (1-2 min).
Step 2 — Configure everything
After restart, send this complete configuration message:
Perfect, modules are installed. Please configure everything:
- Business info: name "Saunders & Associates Solicitors LLP", address "23 Lincoln's Inn Fields, 3rd Floor, London WC2A 3LJ", VAT number GB901234567, phone 020 7123 4567, email contact@saunderslaw.co.uk
- VAT: 20% not included in fees. Classes: Standard Rate (20%) for legal services
- Payment methods: bank transfer, direct debit
- Employees:
- Carmen Saunders (Lawyer, PIN 1234)
- Paul Medina (Partner, PIN 5678)
Execute everything without asking further questions.
Modules installed
| Module | Purpose |
|---|---|
| contracts | Contracts of services and retainer agreements |
| customers | Client database with case assignments |
| doc_templates | Document templates for contracts, powers of attorney, letters |
| invoicing | Hourly and fixed-fee client billing |
| projects | Case management with phases and court deadlines |
| tasks | Task and deadline management per case |
| tax | Tax configuration — standard rate for legal services |
| time_control | Legal timesheet for billable hours per case |
Roles
| Role | Key permissions |
|---|---|
| Lawyer | projects, tasks, time tracking, view-only customers, document templates |
| Partner | projects, customers, invoicing, contracts, view reports |
Typical use cases
- Manage case files with court deadlines and expiry alerts
- Record hours worked per file for time-based billing
- Generate legal documents from templates (powers of attorney, contracts, letters)
- Invoice fees with an advance retainer payment
Notes
Professional services sector — standard VAT for legal services. Advance retainer payments are standard practice in law. Deadline management is critical — a missed deadline can result in professional liability. Client documents have special protection under legal professional privilege. The doc_templates module allows creating reusable templates for frequently used documents.
Start your Law Firm with ERPlora
Create your free account and set up your business in minutes using the AI Assistant. No technical knowledge needed.