Quick guides to the core areas of AttorneyOS. Log in to your workspace to open each area.
Open Team, add a user, choose a role and set permissions.
Capture contact, FICA and POPIA information for each client.
Link the matter to a client and set the next action.
Create VAT-aware invoices and record payments.
Record receipts, payments, transfers, refunds and reversals.
Draft, summarise and prepare — always reviewed by an attorney.
Client Portal → Generate Portal Link → WhatsApp or email it. The client uploads each FICA item; emailed documents are filed with “File it” on the client’s FICA page.
On the matter, File notes record calls, attendances and discussions with no billing entry. “Bill this” only when you choose.
Settings → matter and invoice prefix, format and next number, so numbering continues from your previous system.
Imports takes clients, matters, unbilled time and documents; opening balances go in as opening entries. Your data exports in full at any time.