Legal
Matters, time and billing — built on the Professional Services core template and adapted to how your legal actually operates. Run your store with stock, sales and the team working from one workspace built for how professional services operates.
Legal workspace preview
One workspace, your way
About Legal
A legal practice manages a portfolio of matters where the consequences of missed deadlines, incomplete discovery or poor conflict checking can be severe — for the client and for the firm. Maintaining the level of matter discipline, time recording and billing accuracy that professional responsibility requires demands a practice management system that supports the fee earner, not just the finance function.
The operational reality
Fee earners are managing active matters, attending hearings or client meetings, and billing time in a system they find administratively burdensome. Time entries are often recorded in bulk at the end of the day or week rather than contemporaneously, reducing accuracy. Matter status is tracked in the fee earner's personal system — the practice manager has no real-time view of active file progress across the team. Billing realisations are lower than they should be because non-billable time inflates the WIP.
Where growth bottlenecks
- Time recording non-contemporaneous — bulk end-of-day entry leads to time leakage and billing inaccuracy
- Matter status visible only to the individual fee earner — no practice-level pipeline or deadline overview
- Conflict of interest checking informal — new matter intake doesn't systematically run against existing client records
- Disbursement recovery incomplete — court fees, courier costs and expert reports tracked informally and sometimes not billed
How ConfigBiz helps a legal
Starts from the Professional Services core — shared capabilities, terminology and workflows — then configures for legal: specific fields, approval steps and reports. You describe your actual operation and LearnBiz AI proposes the precise setup, so the system mirrors how you already work and grows as you evolve.
What legal needs to manage
These are the capabilities configured for this template. Start with them, then adjust to your process — nothing invented, only what a legal actually uses.
People
Keep the team organized and shifts covered.
Recruitment
Hire the people you need without losing track of candidates.
Contacts & CRM
Contacts & CRM keeps the operational detail in one place.
Products & Services
Products/Services keeps the operational detail in one place.
Sales
Keep orders and revenue moving through the business.
Operations
Run day-to-day work without things slipping.
How ConfigBiz fits legal
Start from the Professional Services core (shared capabilities, terminology, workflows) then configure for legal: fields, approvals and reports specific to your operation. ConfigBiz gives you full control to create the exact workflows and reports you need in your legal business and the way your team prefers since.