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Elevate your legal practice, intake to invoice.
CloudOffix gives law firms ready-to-use apps for contacts, matters, clients, tasks, timesheets, expenses, calendars, reporting and billing in one platform. AI assistants can prepare defined steps; attorneys keep every legal decision.
Run your legal office smoothly
Manage contacts, tasks, matters and cases with intuitive forms, track billable hours and collaborate with clients through a secure portal.
Contact management
Capture, organize and assign contact information automatically.
ExploreCase and matter management
Real-time matter timelines with linked tasks, contacts, invoices and documents.
Client relationship management
Add clients and assign them to the right attorneys and case managers.
Timesheets and expenses
Track billable and non-billable hours and stay on top of expenses.
ExploreCalendar and activities
Never miss a meeting, court date or deadline, and see every activity on one dashboard.
ExploreReporting and billing
Real-time reporting, flexible billing plans and secure online payments.
ExploreEvery matter, fully in context
Contact management
Share forms to capture and organize information automatically, schedule consultations, accept payments, and spot duplicate clients and conflicts of interest. Renew agreements with e-signatures instead of in-person meetings, mail or fax.
Contact managementCase and matter management
Get real-time updates in matter timelines. Create and store documents, use advanced filters to find exactly what you need, and link every task, contact, invoice and document together.
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Client relationship management
Keep the collaboration history from the first point of contact and stay with clients through every step of their legal process.
Task management
Assign tasks to the right team members and track progress to ensure timely completion.
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Bill accurately and get paid faster
Timesheet management
Know exactly what to charge with billable and non-billable hours, and make informed pricing decisions.
TimesheetsExpense management
Track time and expenses in real time and set customized rates for consultations so every bill is accurate.
Expense managementCalendar and activity management
Share calendars with colleagues or clients, connect events to their cases, and see every to-do on one dashboard.
Activity management
Reporting and billing
Create hourly or flat-fee billing plans, collect payments through integrated gateways, and view billable hours, receivables and revenue in detailed reports.
CRM reporting
Start with what is ready. Add what is yours.
Use the practice apps as they are, connect the systems your firm wants to keep, and build practice-specific matter steps with CloudOffix Agentic App Builder.
Run
Use CloudOffix contact, task, timesheet, expense, calendar and billing capabilities.
ExploreConnect
Connect the systems your firm wants to keep, with defined ownership and source of truth.
ExploreBuild
Build practice-specific matter records and steps with CloudOffix Agentic App Builder.
ExploreAutomate
Define where AI assistants and agents prepare work and what attorneys always decide.
ExploreFrom client intake to paid invoice
How a matter can run from client intake to paid invoice, with the responsible people at each step.
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Capture the intake
Shared forms capture client information and flag duplicate clients and conflicts of interest.
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Assign the matter
Partners assign the client to the right attorneys and case managers.
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Work the matter
Tasks, contacts, documents and invoices stay linked in a real-time matter timeline.
PeopleCloudOffix app - 04
Track time and expenses
Attorneys log billable and non-billable hours and expenses at customized rates.
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Bill and collect
Hourly or flat-fee billing plans and integrated payment gateways close the loop.
CloudOffix app
Book a one-hour consultation
Schedule a one-hour session with one of our consultants. Bring your current process and the outcome you want, and see which CloudOffix apps fit, what to connect and what to build.