CounselOS for · Legal administrators & paralegals
Practice management for legal administrators and paralegals
Legal administrators and paralegals keep the firm moving — intake, dates, documents, trust reconciliation, and chasing lawyers for time. CounselOS puts workflow checklists, a compliance calendar that escalates limitation dates, guided client intake, and trust tools on the same matter record solicitors already use. You see what is due next on each file without maintaining a parallel spreadsheet. Governed AI can help with routine drafting, but lawyers approve before anything goes out.
Pain points we hear
- Limitation dates discovered late because they live outside the matter system.
- New clients retyped across intake, conflict, and matter screens.
- Trust reconciliation done in one tool while matter stage is tracked elsewhere.
- Costs disclosure follow-up invisible when acknowledgement is missing.
- Chasing fee earners for time entries at month-end.
Workflows on a typical matter
Morning compliance scan
Open the compliance calendar: matters inside 30 or 14 days, costs disclosure outstanding, and workflow steps waiting on your team.
Guided intake
Capture client details once, run assisted conflict checking, record costs disclosure, and open the matter in one flow.
Matter workflow
Mark checklist steps complete on purchase, family, or general matters. The file shows who did what and when.
Trust and billing support
Prepare reconciliation and batch time for lawyer approval from the approval inbox before invoices go out.
How CounselOS helps
Administrators get tools designed for operational excellence: calendars tied to matters, workflows that match practice area, intake that reduces re-keying, and trust support that feeds principal sign-off — not a separate shadow system.
Relevant capabilities
Guided intake
Target under ten minutes for standard new clients when data is complete — conflict, disclosure, and matter creation in one guided path.
Compliance calendar
List and month views with escalation for dates inside 14 and 30 days.
Workflow checklists
Practice-area templates show the next step so files do not stall waiting for a reminder email.
Approval inbox support
Queue AI drafts, time, and trust items for fee earners — administrators prepare; lawyers approve.
CounselOS is rolling out with Australian firms. Trust accounting, e-sign, bank feeds, and office accounting (Xero/MYOB) are enabled per firm after onboarding — we will confirm what is live on your account before you rely on it.
Common questions
Do paralegals need a separate licence?
CounselOS uses per-firm pricing on Small and Mid tiers rather than per-seat surcharges for every admin user. Confirm your tier in a demo.
Can we run conflict checks without a lawyer?
Assisted conflict checking supports your process. Principals can hold matters and approve releases when needed.
Does the system replace legal judgment on dates?
No. Calendars and workflows help you spot dates early; supervising lawyers remain responsible for advice and conduct.
See CounselOS for your firm
Walk through features, pricing for your team size, or a migration assessment if you are switching platforms.
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