Desk / Legal
Legal Desk
Legal case management software: Matters, time and documents. Your whole practice on one desk.
In short Legal Desk is case and practice management for law firms. It starts with the work streams a firm runs, from conveyancing to probate, with time recording, redaction and court bundles already switched on, and everything that arrives for a matter lands on it.
£39 a person a month · no lock-in
M-26-0207 · Probate
Estate of Margaret Lowe
Executors Helen and Rob Lowe · Fee earner Joanna Pike
Bank valuation filed from Helen’s email
probate@ · 2 attachments · 10:02
0.6 hours recorded · estate accounts
Joanna Pike · chargeable
Estate accounts, version 2
“Bank interest added” · Joanna Pike
Time · running
00:42:18
Estate accounts · chargeable
Court bundleReady
Index, 6 sections, 214 pages numbered
Work streams
The stages your firm already follows, ready on the first day and yours to change.
- New instruction Client care signed, conflict check done
- ID and source of funds ID seen, funds evidenced, risk signed off
- Searches and enquiries Searches back, enquiries answered
- Exchange Signed contracts checked, deposit in
- Completion Funds sent on the day
- Registration Title registered, with its time limit watched
- Instructed Client care signed, ID seen
- Drafting Draft sent for approval
- Signing Signed and witnessed
- Stored Original kept, a copy to the client
- Instructed Donor and attorneys named
- Certificate provider Capacity confirmed
- Signing Signed in the right order
- Sent to register Fee paid, date noted
- Registered Copies to the attorneys
- Instructed Executors confirmed, will found
- Valuation Assets and debts valued
- Grant applied for Application and tax forms in
- Distribution Estate accounts approved, paid out
- Instructed Client care and conflict check
- Due diligence Title, searches and enquiries
- Partner sign-off Report signed off by a partner
- Completion Funds sent, documents dated
- A checklist to move on
- A time limit, or a date on the case
- Sign-off by a second person
- What happens when documents arrive
Time recording
Start the timer on the matter. Stop it and the time is saved.
Time goes down in six-minute units against the matter and the activity, chargeable unless you say otherwise. Fee earners see their day, and partners see each matter’s time to date.
Okafor · 14 Harbour Row
00:18:14
Reviewing searchesChargeable
Call with the buyer 0.2 h
Drafted the report on title 0.5 h
Emails with the lender 0.1 h
Documents
Every document on the matter, in folders, with every version and nothing lost.
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Versions with titles
Each version says what changed and who made it, and the one you need is a click away.
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Redaction
Black out names, account numbers and addresses on any PDF or photo, and keep the original as it was.
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Court bundles
Pick the documents, put them in order, and Desk builds the bundle with an index and every page numbered.
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Templates that fill themselves in
Write in a full editor with your letterheads. Templates take the client, the property and the dates from the matter, and what you see is exactly what prints.
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Folders on every matter
Keep a matter’s documents in the folders your team agrees on, and search the words inside them across every matter.
Before you take it on
Conflicts, ID and bank details, recorded properly as the work happens.
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A conflict check first
Desk looks for every name on a new matter among your clients and past matters, and shows you what it finds.
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Money laundering records
What your team saw, the risk you gave it and who signed it off, with a reminder when it’s due again.
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Bank details nobody can quietly swap
Clients give them through their own link. If they ever change, a second person calls the client before anyone relies on them.
- Time recording and the legal tools switched on
- Email, documents, tasks and reports included
- Templates for each kind of legal work
- Signing and signature checks charged as they are on their own
What law firms ask us
What is legal case management software?
It keeps each matter, its client, its documents, its emails and its time in one place, and moves the matter through the stages your firm follows. Legal Desk does that for conveyancing, wills, powers of attorney, probate and commercial property, and for any work stream you build yourself.
Does Legal Desk record time?
Yes. Start the timer on a matter and stop it when you’re done, and the time is saved in six-minute units against the matter and the activity, chargeable unless you say otherwise.
Can it build court bundles and redact documents?
Yes. Pick a matter’s documents, put them in order, and Desk builds the bundle with an index and every page numbered. You can black out names, account numbers and addresses on any PDF or photo, and the original is kept as it was.
Does Legal Desk keep our client account?
No. Desk runs the matter, and your client account ledger stays with your cashier or the accounts service you use today.
Can we file emails from Outlook?
Yes. Add Desk to Outlook and put any email and its attachments on a matter without leaving your inbox.
What does Legal Desk cost?
£39 a person a month, month to month with no lock-in. Time recording, redaction, court bundles, templates and reports are all included.
See your next matter in Legal Desk.
Tell us the kind of work you do and we’ll set Desk up with a few of your real cases, so you can see how it would feel day to day.