Real screens, not slides.
Straight from the demo workspace every trial opens with.
Run the firm
Clients, matters, documents, tasks and the research library, connected around the file.
Clients, FICA & POPIA
Client profiles with FICA status, POPIA consent, contact details and every linked matter in one place.
Matter workspace
Status, next action, deadlines, opposing party, tasks, diary, documents, billing and trust — on one screen.
Secure documents
Private, permission-checked document storage linked to clients and matters — never the public web root.
Sign by email link
Send any document to any signer. They confirm a one-time code, read it, type or draw a signature; you get a certificate with the file fingerprint, a public verification page and a webhook. Clients can also sign in the portal.
Video meetings, in here
Meet a client, counsel or the team by video without leaving AttorneyOS. Schedule it against the matter and it goes on the diary; guests open a link in their browser, give a name and wait in the lobby until you let them in — no app, no account. Camera, microphone and screen sharing, or audio only for a client on mobile data. Nothing is recorded by us.
API and webhooks
Read and write clients, matters, time, invoices and payments from your own systems with a bearer token, and be told the moment something changes. Documented at /developers, minted in Settings.
Your website, from your workspace
A one-page site on your own address, built from what AttorneyOS already holds: your people, your practice areas, your reviews, your enquiry form and your diary. Change your phone number in Settings and the website says the new one. Publish it when you are ready.
Keep the site you have
Already on WordPress? Install the AttorneyOS plugin and keep everything. Contact Form 7, WPForms, Gravity Forms, Ninja, Formidable, Elementor, Fluent, Forminator and Jetpack are all understood: your form keeps working exactly as it does, and every enquiry also opens a lead on your leads desk with your own follow-up sequence. Visitors are counted without a cookie.
Tasks & diary
Assign and track work; court dates and deadlines with calendar feeds for Google, Outlook and Apple.
Legal research
Curated SAFLII, legislation and Constitutional Court links, plus a saved authorities library per matter.
AttorneyOS AI
Guided, attorney-reviewed AI Actions for client emails, consultation prep, summaries and document review.
WhatsApp your clients
Send a secure invoice link or a matter update straight to a client’s WhatsApp — prefilled, reviewed by you, sent in one tap. Export a chat from the phone and file it onto the matter: every message dated, searchable and on the record.
Scan from your phone
A code from the matter page opens the camera on any phone: photograph the pages and they land on the matter as one dated PDF. No app, nothing to pair.
Matter health
Every open matter scored out of 100 on deadlines, prescription, activity, unbilled work, collections, trust and budget — worst first, with the reasons.
The firm hotlist
One page for everything hot: matters in trouble, deadlines missed or due within three days, prescriptions closing in, overdue tasks and money long overdue.
Boards and automations
Typed columns, people, statuses and dates for the work that is not a matter, in table, card or calendar view, with recipes that act on their own.
Document templates
Build a letter, mandate or notice once with merge fields for the client, matter and firm, then generate it per matter in seconds.
Intake form and QR code
Share a link or a code and every enquiry arrives with its details captured; one click turns it into a client and a matter.
Client portal
Clients see their own matters, documents and invoices, and can pay online — every question it answers is a call your office does not take.
Counsel directory
The advocates you brief, with each brief on its matter, fee notes rolled up per advocate and a statement of account in one click.
Money
Time to fee note, the trust ledger and professional billing, all VAT-aware and in rand.
Statements that send themselves
Register the firm's section 86(2) trust account and any section 86(4) investments. Each gets its own address: have the bank send its CSV or OFX export there and the statement is matched to the trust ledger on arrival, the bookkeeper is told, and it waits for review. Nothing on the ledger moves until a person applies it.
An Investec bank feed
Banking with Investec? Connect the trust account directly with the firm's own read-only keys and every night's transactions arrive already matched, exactly as an emailed statement does. AttorneyOS can only read, never move money. Other banks: the statement address still works.
Time tracking → invoice
Capture billable time against matters and turn unbilled WIP into a VAT-aware invoice in one click.
Trust ledger
Receipts, payments, transfers, reversals and CSV export — built to support Legal Practice Act audit readiness.
Professional billing
VAT-aware invoices, payment recording and revenue reports — with your firm’s banking details built in. Retainers and fixed fees repeat on a schedule and can email themselves to the client.
Fee shorthand codes
Type T for a telephone call, E for an email, COURT for an appearance: the narrative and the time fill themselves in at your rate. Sixteen codes ship ready to rename.
Bill the correspondence
Copy any email to the matter’s filing address and it files itself onto the matter, where one click turns it into a fee dated the day it arrived.
Bills of costs
Draw a bill for taxation from recorded time, cite the tariff item you claim on, and record what the taxing master allowed line by line.
General ledger
Double-entry journals, a chart of accounts pre-seeded for a South African firm, trial balance, income statement, balance sheet and cash flow.
VAT201 and provisional tax
The VAT return for the period that has just closed, and provisional tax worked out for the entity, both from the books as kept.
Creditors, assets and budgets
Supplier bills and what is owed on them, a fixed-asset register that depreciates monthly, and budgets you can measure the firm against.
Bank reconciliation
Import the statement, match what matches, journal what does not, and sign the month off so the next person can see it was done.
Your accountant, without a seat
Invite your outside accountant to the books, the reports and the trust position and nothing else. They take no paid seat and see no client file.
Built for South African risk
The instruments a South African practice needs and imported software does not have.
The court-rules deadline engine
Pick what happened — summons served, plea delivered, notice of motion, leave to appeal, a section 129 notice — and every date that follows is worked out in court days with the rule it comes from, ready to diarise.
Prescription Register
Every open matter’s prescription date, soonest first — plus the untracked matters where the real risk hides.
Trust Audit Pack
Period summary, reconciliation coverage, exceptions and dated CSV registers — audit season in one page.
Labour dispute timelines
CCMA and EEA referral windows proposed for attorney review — each date one click into the diary.
Master’s Office ready
Estate, trust and curatorship references on every matter, with one-click links to the official ICMS tracking and DOJ Online portals — for you and for your client’s portal.
Auditor access links
Issue your auditor a time-limited, read-only link to the trust pack for the audit period. No login, no paid seat, revocable at any moment.
Conveyancing workbench
Transfers and bonds with the transfer duty worked out, the costs estimate your client signs, suspensive conditions and the clearance certificate that lapses at sixty days.
The compliance calendar
Fidelity Fund certificates, professional indemnity, Council fees, the trust audit, monthly reconciliations, CPD and the PAIA manual, in date order and emailed weekly.
Practice continuity
If you are unreachable, a nominated colleague can request emergency access; it is granted after a waiting period, announced, and written into the audit trail.
The firm as an employer
Payroll and people, on the tables in force, with the returns SARS and the Compensation Fund expect.
Payroll on the current tables
PAYE, UIF and SDL worked out on the tables in force, with the tax year named on every payslip so nothing is quietly carried forward.
EMP501 reconciliation
The interim and annual reconciliation, per employee and per month, with the certificate totals that have to agree.
Return of Earnings
The COIDA return built from actual earnings and capped at the ceiling you enter for the year, ready for the Compensation Fund.
Expense claims
Staff claim, a manager approves, and the money is paid from the bank or settled through the next payslip — and it shows in the creditors ageing either way.
People records
Contracts, documents that expire, probation and review dates, leave and training, with identity and banking details encrypted and shown only to those who manage them.
Peace of mind
The parts nobody thinks about until the day they matter.
Backups you can prove
A backup every night, a weekly job that restores it into a scratch database and compares the table counts, and an encrypted copy kept off the machine.
Two-factor and the audit trail
Authenticator sign-in with recovery codes, a firm setting that requires it, and a timestamped record of every privileged action.
Your data, exportable
Export everything the firm has put in, whenever you want it, and answer a data subject request from the same place.
Some capabilities depend on the plan. See what each one includes.