All applications583

Find your application

583 applications

Open full catalog

Browse applications by category or open the full catalog.

Legal Practice Management
Start now
More

Features

Industries

Reference

More

Legal Practice Management · Available now

Run every matter with a clear decision record.

Legal Practice Management keeps a prospective matter, its conflict decision, the independent acceptance decision and the ongoing matter record connected. An Intake Coordinator records scope for the firm.

Start now Download Proto
  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewIntake awaiting review
Legal Practice Management · Matter intakes

Intake awaiting review

Approval conditions

New matter intake
Matter intakes in view
6
Total agreed fee USD
3,240
Submitted
6
StatusPractice areaOpened atAgreed fee USDConflict checkParent
SubmittedCommercial contracts22 Oct160Cleared after party searchStonewell acquisition review
SubmittedEmployment law31 Oct800Potential conflict under reviewCedar Quay permit appeal
SubmittedReal estate25 Oct390Waiver received from former clientPinecrest estate administration
SubmittedEstate planning26 Oct910No adverse party matchWesthaven supplier dispute
SubmittedIntellectual property01 Nov960Partner review requiredOrchard Point trademark filing
6 of 6 records
Commercial contractsMatter intakes · MI-99884
Submitted
Opened at22 Oct
Agreed fee USD160
Conflict checkCleared after party search
ParentStonewell acquisition review
Review conflictMI-99884 · Commercial contracts

The Supervising Attorney decides whether the matter is clear.

Waiting for Supervising Attorney
ApproveReturn
Example screen with sample data
Tables, ready to use
14
Saved views
12
Roles with set permissions
6
Reports and dashboards
8
Features

Keep each matter in view

Every feature works on the same records. Pick one to see the screen your team works in.

Intake

Record prospective work, screen it and keep the acceptance decision with the matter.

  • Client context
  • Proposed scope
  • Decision trail
  • Clients
  • Matter intakes
  • Matters
  • Conflict reviews
  • Review decisions
Explore intake
OverviewMatters for review
Legal Practice Management · Intake

Matters for review

Matters

New
Record numberSubjectStatusRevisionOwner
MTT-65356Harbor lease renewalReview530Nadia Farouk
MTT-24439Westhaven supplier disputeReview940Darius Ellison
MTT-96608Orchard Point trademark filingReview50Mira Caldwell
MTT-19491Riverbend employment adviceReview960Darius Ellison
MTT-96258Stonewell acquisition reviewReview700Jonah Mercer
6 of 6 records
Harbor lease renewalMatters · MTT-65356
Review
Revision530
OwnerNadia Farouk
Example screen with sample data
Process

From request to verified work

From intake to verified matter work ships ready to use. 3 steps need a named approval before the work moves on: Review conflict (Supervising Attorney), Approve engagement (Operations Reviewer) and Authorize production (Document Reviewer).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Record intake

    Capture prospective scope and fee with the matter before review.

    Commercial contractsMI-99884 · Intake Coordinator
    Record intakeBy Intake Coordinator

  2. Review conflict

    The Supervising Attorney records a dated Clear, Conflict or more information decision.

    Commercial contractsMI-99884 · Supervising Attorney
    Review conflictBy Supervising Attorney
    ApprovalThe Supervising Attorney decides whether the matter is clear.

  3. Approve engagement

    An Operations Reviewer independently decides whether cleared work may proceed.

    Commercial contractsMI-99884 · Operations Reviewer
    Approve engagementBy Operations Reviewer
    ApprovalThe Operations Reviewer decides whether cleared scope is accepted.

  4. Track deadlines

    Assign counsel-verified dates and preserve the event and action receipt.

    Commercial contractsMI-99884 · Matter Owner
    Track deadlinesBy Matter Owner

  5. Authorize production

    Review the exact file revision and recipient before disclosure.

    Commercial contractsMI-99884 · Document Reviewer
    Authorize productionBy Document Reviewer
    ApprovalThe Document Reviewer authorizes the exact revision and recipient.

  6. Reconcile completion

    Compare source records with receipt effects and record the conclusion.

    Commercial contractsMI-99884 · Operations Reviewer
    Reconcile completionBy Operations Reviewer

Start with Conflict and engagement

Inside a record

Keep source evidence close

Open any matter intake to see the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Opened at, Agreed fee USD, Conflict check and Parent.

  2. 2
    Linked records

    Records linked to this matter intake.

  3. 3
    Who works on it

    Intake Coordinator, Supervising Attorney and Matter Owner, each with their own permissions.

  4. 4
    Process stages

    Every status change, in order.

  5. 5
    Approvals

    Review conflict and Approve engagement, with who decides.

Intake awaiting reviewCommercial contracts
Legal Practice Management · Matter intakes

Commercial contracts

Cleared after party search · Submitted

Log activity
1
Record details
Opened at22 Oct
Agreed fee USD160
Conflict checkCleared after party search
ParentStonewell acquisition review
3

Who works on it

  • Intake CoordinatorManage matter intakes, Clients
  • Supervising AttorneyManage conflict reviews
  • Matter OwnerManage Matters, matter deadlines, matter events, record…
5

Approvals

  • Review conflictSupervising Attorney
    Approved
  • Approve engagementOperations Reviewer
    Waiting
Example screen with sample data
Approvals

Make the decision visible

The person who prepares an intake or change should not make its independent acceptance decision.

OverviewApprovals
Legal Practice Management · Overview

Approvals

Signed in as Supervising Attorney

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • MI-99884Commercial contracts
    Cleared after party searchRequested by Intake Coordinator
    Submitted2dActions
  • MI-11917Employment law
    Potential conflict under reviewRequested by Intake Coordinator
    Submitted2dActions
  • MI-20759Real estate
    Waiver received from former clientRequested by Intake Coordinator
    Submitted5dActions
  • MI-45352Estate planning
    No adverse party matchRequested by Intake Coordinator
    Submitted4dActions

Who approves what

DecisionApprover
Review conflictThe Supervising Attorney records a dated Clear, Conflict or more information decision.Supervising Attorney
Approve engagementAn Operations Reviewer independently decides whether cleared work may proceed.Operations Reviewer
Authorize productionReview the exact file revision and recipient before disclosure.Document Reviewer
Approve conflict clearanceSupervising Attorney
Approve document productionDocument Reviewer
Approve engagement and matter changesOperations Reviewer
6 approval rules · set per role in Proto
Example screen with sample data
Who can approve what
Roles

A workspace for each role

Everyone opens Legal Practice Management to the work that is theirs. Pick a role to see what it starts with.

Intake Coordinator

Records a prospective matter and prepares it for conflict and acceptance review.

This is the first screen this role sees.

OverviewIntake awaiting review

Intake awaiting review

Matter intakes · Intake Coordinator

StatusPractice areaOpened atAgreed fee USDConflict checkParent
SubmittedCommercial contracts22 Oct160Cleared after party searchStonewell acquisition review
SubmittedEmployment law31 Oct800Potential conflict under reviewCedar Quay permit appeal
SubmittedReal estate25 Oct390Waiver received from former clientPinecrest estate administration
SubmittedEstate planning26 Oct910No adverse party matchWesthaven supplier dispute
SubmittedIntellectual property01 Nov960Partner review requiredOrchard Point trademark filing
6 of 6 records
Example screen with sample data

Roles and permissions

Reports

Answer the next matter question

Ask practical questions about intake, matters, dates, documents and operation outcomes.

Overview
Legal Practice Management · Overview

Legal Practice Management dashboard

This quarter

Matters in view
6
Intake
2
Conflict review
1
Engaged
1

Matter intakes by status

How far records got this quarter

StageReachedStep
Draft46
Submitted1839%
Approved844%
Rejected338%

Agreed fee USD by status

Sample totals per stage

0
-3000Draft
-5000Submitted
-2000Approved
0Rejected
-4000Completed
Example screen with sample data
  1. 01Intake disposition

    Show intakes by status, practice area and decision date.

  2. 02Conflict outcomes

    Show clearance, conflict and information requests by reviewer and review date.

  3. 03Matter workload

    Show matter status and agreed fee by owner and jurisdiction.

  4. 04Deadline register

    Show due and completed dates by matter owner and deadline type.

  5. 05Document privilege register

    Show document revision and privilege decision by matter.

  6. 06Production history

    Group each matter's produced documents by recipient and production date.

  7. 07Review decision history

    Show decisions, reasons and source revisions under each matter.

  8. 08Operation exception register

    Show failed or needs-review receipts with reason and expected revision.

All reports and dashboards

Who it's for

Fit the way your firm works

See how Legal Practice Management fits your kind of team.

Litigation practice

Keep conflict decisions, court dates and disclosure evidence on each matter.

Advisory practice

Carry agreed scope, review decisions and document history through client work.

Multi-office firm

Keep organization context and named matter ownership clear across teams.

Controls

Review every accepted change

Each stage, from intake to verified matter work, names the role that acts and the status it records, so a change is never anonymous.

OverviewFrom intake to verified matter work
Legal Practice Management · Process

From intake to verified matter work

Each stage, the role that acts and the status it records

Process stages
10
Approval steps
3
Roles involved
5
Tables touched
8
Record intake
Intake Coordinator
StatusDraft → Submitted
Open conflict review
Supervising Attorney
StatusIntake → conflict review
RecordsConflict reviews, Matters
Approve engagementApproval
Operations Reviewer
StatusSubmitted → Approved
RecordsConflict reviews, Review decisions, Matters
From intake to verified matter work
  1. Start
    Record intakeDraft → Submitted
    Intake Coordinator
  2. Step
    Open conflict reviewIntake → conflict review
    Conflict reviews
  3. Approval
    Review conflictSupervising Attorney
    Operation receipts
  4. Approval
    Approve engagementSubmitted → Approved
    Conflict reviews
  5. Step
    Assign active workEngaged → Active
    Matters
Example screen with sample data

See each stage in detail

AI agent

Ask Proto about the next action

Give each role a practical assistant for finding matter work and preparing a review.

It can

  • Intake Coordinator: Find submitted intakes and gather the matter, client and conflict context for review.
  • Supervising Attorney: Show the parties, conflict evidence and dated outcomes before a clearance decision.
  • Matter Owner: List due deadlines, their owners and the related matter events or receipts.
  • Document Reviewer: Locate an Unreviewed document, its revision, hash and production history.

Stays with a person

  • The assistant can prepare a record and point to missing context.
  • The named professional still decides conflict clearance, engagement, document disclosure and an accepted correction.
  • A reconciliation conclusion needs a human to check the persisted evidence.
  • Give the assistant access that matches the person's role, then test the handoff on a real pilot matter.

Set up an agent

Integrations

Connects to the tools you use

Set up connections through ERP.AI and Proto workflows, with every change logged.

  • Legal Practice Management
  • Court or docket source
  • Contract source
  • File delivery
  • Accounting
  • Identity
Data model

Your data, in tables you can change

Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

Browse all 14 tables
14tables
  • Intake5
  • Matters6
  • Conflict review6
  • Deadlines5
  • Documents5
  • Review and evidence6
Implementation

Roll out one team at a time

Start with one team and one process, then add the rest once the basics are running.

  1. Choose a pilot

    Select a practice area and a real class of prospective matter with a conflict review, a deadline and a document handoff.

  2. Set up people and context

    Add the organization, clients, users and Team Members. Agree who submits, reviews, owns and administers each step.

  3. Load matter history

    Bring in the matter, intake and linked evidence in data-model order. Check record numbers and references.

  4. Rehearse decisions

    Test clear, conflict and more-information outcomes, an independent engagement decision and a reviewed correction.

  5. Rehearse execution

    Enter a counsel-verified deadline, review a document revision, record a production and retain its recipient receipt.

Read the implementation plan

Pricing

$0per user

The base account and everyday work in the ERP.AI app are free, for every user.

  • No per-user or per-seat fees
  • Viewing, editing, approving and exporting records in the app is free
  • Pay only for machine work: API calls, imports, workflows and AI agents
  • Prepaid credits from $5. Purchased credits never expire

Pricing details

Machine work rate card Included per $1 of credit

Machine work rate card
UsagePer $1
Record reads (list, filter, get)20,000
Search or aggregate queries4,000
Record writes4,000
Imported or synced records200,000
Workflow runs2,000
AI agent runs2,000
Scheduled jobs or webhooks20,000
File uploads (MB)2,000
CSV or PDF exports100
FAQ

Questions, answered

Scope, rollout and pricing for Legal Practice Management.

All questions
How do I get started?

Click Get started, then use Proto to configure Legal Practice Management for your business. Start with one practice area, a real intake, a conflict decision and a verified deadline.

Who decides whether a matter can be accepted?

The supervising attorney records a Clear conflict outcome. A separate Operations Reviewer makes the engagement decision against the submitted scope and source revision.

What happens when a conflict needs more information?

The attorney records that more information is needed, with evidence. The coordinator can gather the missing detail before the team considers engagement.

How are deadlines assigned?

Counsel verifies the court or contract source. The Matter Owner records the deadline type, due date and named owner, with an event and operation receipt on the matter.

Can we track which document was disclosed?

Yes. A production links to the legal document and records the recipient, authorization reference, date and production hash. The matter retains the actual recipient receipt.

How is privilege handled?

The document carries a state of Unreviewed, Privileged or not privileged, plus its revision and approver. The reviewer checks those details before authorizing production.

What happens if accepted scope changes?

The owner requests a correction. An independent reviewer records a decision, and accepted changes keep the original action with successor evidence and a compensating receipt.

How do we check an uncertain operation?

Read the persisted source records and the receipt's effect references before deciding whether the action completed. Record the reconciliation on the matter timeline.

Can we connect our existing systems?

You can plan connections to court or contract sources, file delivery and accounting during implementation. Agree which system supplies each reference and which evidence stays on the matter.

Set up Legal Practice Management your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started

A personal agent for your business

Get started with Proto

Your app is selected. Download Proto, then open it with this context.

Selected appLegal Practice Management

Choose your computer’s platform.

Download Proto

Install Proto, then return to this panel.

Already installed? Open Proto

Free to use. Your own model provider may charge for usage.