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- Legal Practice Management
- Get started
Get Legal Practice Management running in four steps.
Set up a pilot matter and test the decisions your team will rely on.
Create your account
Click Start now and create your ERP.AI account.
Start nowDownload Proto
Proto is the desktop app you use to set up Legal Practice Management. It runs on macOS, Windows and Linux.
Download ProtoMake it yours
Open Legal Practice Management in Proto and adjust fields, steps, roles and approvals to match how your team works.
Implementation planBring your data and team
Import your records, then invite your team and assign their roles.
See the roles
Create your account
Click Get started and use Proto to configure Legal Practice Management for your firm. Choose the organization and practice area for the first operating cycle, and name the people who will coordinate intake, review conflicts, own matters and review accepted changes.
Prepare the first operating cycle
Bring a client, a prospective matter and a real example of the engagement evidence your firm uses. Rehearse submission, conflict review and independent acceptance. Then enter a counsel-verified deadline and a legal document with an actual revision. If the document will be produced, name the recipient and retain the delivery receipt. Implementation gives the sequence.
Review before release
Ask a second team member to trace the pilot matter from intake to its most recent operation receipt. Check the owner, decision evidence, due date, document revision and any unresolved exception. Review roles and the data model before expanding to other practice areas.
Set up Legal Practice Management your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.