One system for the whole practice

Every client, matter and instruction sits in one register. Matters are numbered in your firm’s own format, carry a timeline of what happened and who did it, and move across status boards you can drag. Opposing parties are modelled the way litigation actually runs — each with its own designation and attorney of record — and a matter-level ethical wall keeps a conflicted user out of a file entirely.

• Client CRM with per-client history, plus global search across matters, clients and documents
• Per-tenant matter numbering that follows your firm’s own sequence and format
• Matter timeline and audit trail — every status change, document and entry attributable to a user
• Kanban status boards, including a view grouped by bundle stage
• Multiple opposing parties per matter, each with its own designation and attorney of record, on Action, Application or Appeal proceedings
• Matter-level ethical walls, and a print-ready matter record you assemble section by section

Ten ready-built South African playbooks — RAF, personal injury, three medical-negligence variants, testate and intestate estates, contested and uncontested divorce, and criminal defence — turn a matter type into a working method: the checklist a file needs, the stages it passes through, and what it claims for. Fork any of them to make it your own, or build one from a blank checklist. To be clear about scope: this is a tracking and chasing tool, not a document assembler — it does not produce a paginated court bundle, and a stage’s approval and SLA settings are recorded on the file rather than enforced by the system.

• Ten South African playbooks ship built out — the RAF bundle alone carries 30 checklist items across 14 stages and 7 heads of damage
• Fork any bundle to make it the firm’s own, or build one from scratch in the bundle builder
• Request outstanding documents from the client by e-mail with a secure, no-login upload link — what comes back files itself and ticks the checklist
• A stage strip with a full transition history, and a firm-wide Bundle Pipeline board grouped by stage
• Claim and heads-of-damage tracking, with running totals in the firm’s own currency

Tasks carry a due date, a priority and an optional link to a matter, and remind whoever is responsible — always in-app, and by e-mail or SMS if the firm switches it on. Partners, directors and administrators can see the whole firm’s task load rather than only their own, enforced on the server, and a dedicated report measures on-time completion, the overdue load by person, and slippage by task type. A shared scheduler runs alongside it — recurring appointments, non-blocking double-booking warnings and South African public holidays — and a My Work screen opens each person’s own day.

• Tasks with a due date, priority and an optional linked matter, reminded in-app and, if you choose, by e-mail or SMS
• Firm-wide task visibility for partners, directors and administrators, enforced on the server — everyone else sees their own
• A Task Reports screen measuring on-time completion, overdue load by person, and slippage by task type
• A shared scheduler: month, week and day views, recurring appointments, conflict warnings and South African public holidays
• Drag-and-drop status boards for matters, conveyancing and debt collection, each move written to the matter’s history

This is the deepest part of the platform. Fee earners capture activities against a matter and the system prices them from the fee arrangement on that file, not from a single firm-wide rate. Tariff work is priced from the published Government Gazette court tariffs. Work then sits in a WIP review gate until it is released, becomes a pro-forma, and on approval a tax invoice. Payments, credit notes, ageing and client statements all reconcile back to the same ledger.

• Seven fee models: time-based, folio, court tariff, debt-collection tariff, blended, capped and contingency
• Court tariff billing from 308 gazetted items — Magistrates’ Court Annexure 2 Scales B, C and D, High Court Rule 70 with the Rule 67A counsel scales, and SCA Rule 18
• Tariff fees priced on the date the work was done, with the prescribed minimum and maximum applied and the tariff item recorded on the line
• WIP review gate before invoicing, pro-forma to tax invoice conversion, and credit notes
• Invoice simulation — see the exact invoice your draft and unbilled work would produce, VAT, trust settlement and balance due included, before you raise it
• Payments ledger with allocations, debtors ageing and client statements
• Invoice PDF and DOCX generation with e-mail delivery
• Per-matter fee arrangements and rate overrides; third-party disbursements (advocate, sheriff, expert) tracked pending → outlaid → recovered

Trust money is tracked per matter, not only per bank account. Each file has its own trust ledger with sub-ledgers, and deposits, withdrawals, transfers to the business account and client refunds are all recorded against it. Bank statements import from CSV, XLSX or PDF and auto-match against open items, each reconciliation run is retained as a record, and the Legal Practice Act obligations that sit on top of all of it — Section 86(4) interest and the Fidelity Fund share — are handled in the ledger rather than in a spreadsheet.

• Per-matter trust ledgers and sub-ledgers with running balances
• Deposits, withdrawals, transfers to business and client refunds
• Trust bank statement import (CSV, XLSX, PDF) with auto-matching
• Section 86(4) interest with the Legal Practitioners’ Fidelity Fund share calculated and split
• Three-way reconciliation across the bank, the trust ledger and the matter balances, and an auditor pack you can export
• Reconciliation runs kept as a record you can go back to
• Per-matter retainers with low-balance alerts, and dual approval for any banking-detail change

Built around South African transfer and bond work. Parties, dates and stages are tracked per matter, with stages progressing automatically as milestones are recorded. Quote the transfer costs, let the client accept the quote by link, then follow guarantees, clearances and certificates through to registration.

• Transfer and bond matters with parties, dates and automatic stage progression
• Transfer-cost quotations the client accepts by link
• Bond guarantees, electrical and plumbing certificates of compliance, and levy/HOA clearance tracking
• Sectional-title handling alongside conventional transfers
• Client-facing transfer tracker on a share link, with rules-based registration-date prediction and SLA bottleneck flags

A collections workflow that follows the National Credit Act sequence rather than a generic pipeline. Section 129 notices, payment arrangements, judgments and warrants of execution each have their own step, with interest calculated on the outstanding balance. Autopilot rules advance files and surface the next action so nothing sits still.

• NCA-compliant workflow with Section 129 notice generation and tracking
• Payment arrangements, with arrangement payments recorded against the schedule
• Judgments, warrants of execution and interest calculation
• Communication log per debtor and a collection checklist per file
• Autopilot rules that move files forward and raise the next action

FICA here is document and expiry management, done thoroughly. Each client type — individual, company, trust or deceased estate — gets the right checklist, and every item is captured, flagged and dated so you can see at a glance what is missing or stale. Documents that expire are tracked and chased automatically. To be clear about scope: this is a verification file, not a screening engine — there is no risk scoring, PEP or sanctions screening, beneficial-ownership mapping or CIPC lookup.

• Checklists per client type: individual, company, trust and deceased estate
• Document capture with flagging and expiry dates on each item
• Expiring-FICA tracking with automated chasing
• Per-client FICA status visible from the client and the matter
• Conveyancing FICA compliance checks before a transfer proceeds

Documents live against the client and matter they belong to, stored in Azure Blob Storage — or in your own storage account if you bring your own. Version history is kept on every file. Drafting runs off a template library with merge fields, generating DOCX or PDF on your letterhead, with a rich-text editor, comments and an approval step before anything leaves the firm.

• Per-client and per-matter storage on Azure Blob, BYOS-capable
• Version history on every document
• Template library with merge fields, and letterhead-based DOCX and PDF generation
• Rich-text drafting with comments, an approval workflow and a reusable clause library
• Client document-request checklists with a secure upload portal

Search South African case law and legislation from inside the matter you are working on, and keep what you find on the file rather than in a browser tab. A saved judgment can be read back as a FIRAC analysis — facts, issue, rule, application and conclusion — with a note on how it bears on your matter and a passage you might cite. The analysis is AI-generated and says so; it is a starting point for the drafter, not authority in itself.

• Case-law search with results in the app, sourced from LawLibrary, and legislation lookup via Laws.Africa
• References saved against the matter with your own relevance rating and notes
• FIRAC case analysis on a saved judgment, exportable to PDF or DOCX
• A research memo template that drafts from the references on the file
• Saved research prints on the matter record, and firm-wide research analytics — most-cited authorities and coverage by matter type

Send a document for signature with the fields placed where they belong on the page, to as many recipients as the document needs. Signers verify their identity before signing, and reminders go out while a request is still open. Declines are captured with a reason, and every event on the request is logged.

• Multiple recipients per request, with signature and date fields placed on the page
• ID verification of the signer before signing
• Automatic reminders while a request is outstanding
• Decline-with-reason recorded against the request
• Signed-PDF generation with a full audit log of every event

E-mail, SMS and WhatsApp from one hub, with the thread recorded against the client. Templates are held per channel, so the same reminder reads correctly whether it goes out as an e-mail or a text message. Inbound WhatsApp comes back into the same log, and firm e-mail is sent branded as your practice.

• E-mail, SMS and WhatsApp from a single hub
• Per-channel message templates
• Inbound WhatsApp captured against the client
• Message log of what was sent, to whom and with what result
• Per-client channel preferences and branded firm e-mail

Staff records, structure and leave, plus a South African payroll run — so a small firm does not need a second system for it. Employees sit in departments with job titles and an org chart, leave types carry balances, and a leave request can route through more than one approver. Payroll periods produce payslips with PAYE, UIF and SDL calculated from statutory rate tables.

• Employee records, departments, job titles and an org chart
• Leave types, balances and multi-approver leave requests
• Company policies with staff acknowledgements
• Payroll periods and payslips with PAYE, UIF, SDL and medical tax credits from statutory rate tables
• IRP5 tax certificates, and payslip self-service for employees

Operational reports read from the same activity, invoice and matter records your fee earners already create, so there is no second round of data entry: a revenue summary, aged debtors, trust position, and matters and clients by type. Open to anyone holding the relevant finance or matter permission — not restricted to partners.

• Financial reports: revenue summary, aged debtors and trust position
• Matter reports by type and status
• Client reports across the client base
• Every figure reads from the ledger your fee earners already write to — nothing is estimated
• Export to PDF (financial, matters) or Excel (financial, clients)

The partner cockpit: a firm scorecard of KPIs for the period you choose, most compared against the period before and, where you have set one, a target. Money figures come from the same payments and invoices ledger the billing module writes to — a trust transfer that part-settles an invoice counts as collected here exactly as it does on the client statement. A per-fee-earner scorecard measures each person against their own target, and partners set those targets in the product. Restricted entirely to partners, directors, bookkeepers and admins — everyone else sees no trace of it in the menu. To be clear about scope: nothing here reports cost, salary or true profit by matter — no cost data is used anywhere in the current product, so the "Profitability" view is revenue by matter type, not margin.

• A firm KPI scorecard — fees billed, cash collected, debtors, WIP, realisation and utilisation — for the period you choose, most compared against the period before
• Automatic attention flags: utilisation behind target, debtors ageing past 90 days, a trust account in deficit or unreconciled for too long
• A per-fee-earner scorecard measured against that person’s own target, with an optional leaderboard
• Partners set firm-wide and per-fee-earner targets directly in the product
• Research Analytics: how much the firm actually uses legal research — searches, saved references and most-cited authorities

Permissions are a catalogue, not three fixed roles. Roles are assembled from granular permissions, and a user can be granted a time-limited override or asked to cover for an absent colleague without inheriting that colleague’s access permanently. Matter- and client-level ethical walls sit on top, and each firm’s data is isolated at row level.

• Role-based permissions built from a granular permission catalogue
• Per-user, time-limited permission overrides
• Absence-cover delegation between users
• Matter- and client-level ethical walls
• Two-factor sign-in by e-mail, SMS or an authenticator app, with backup codes and trusted devices — your firm sets whether it is optional or required
• Full tenant isolation, firm branding and white-labelling, and audit logging

A law firm holds confidential instructions, trust money and personal information subject to POPIA. The Security Centre gives the firm its own view of that: what has been happening in the account, which of it is worth a second look, and who is currently locked out. Every alert states plainly what was noticed and why, because an alert a partner cannot explain is an alert nobody acts on. It is included for every firm rather than sold as an extra.

• Alerts ranked by severity, each explaining the activity, how often it occurred and the time applied
• Detection across sign-in patterns, client-information access, trust and banking activity, and permission changes
• A permanent event log you can filter by event type — from failed logins to credit notes and role changes
• Automatic lockout on repeated failed sign-ins, with administrator restoration from the locked-accounts view
• Detection thresholds your firm sets for itself; leave any blank to keep the JuriStack default

Questions we get asked

Straight answers

If something you need is not answered here, ask us directly — get in touch and we will tell you plainly whether the product does it yet.