From lead to closure, on autopilot

Every matter follows a 10-stage journey. Track progress at a glance — no spreadsheets, no guesswork.

Matter Pipeline
Lead Captured
Conflict Check
Consultation
Onboarding
Matter Opened
ExecutionCurrent
Updates/Billing
Resolution
Final Clearance
Closure
Featured Matter

MTR-2024-0099

Kamau v. Nairobi County

Progress60%
ExecutionOn Track
Up Next
File Motion
Today
Draft Affidavit
Tomorrow
Client Call
Thu
The Workflow Spine

Every matter moves through 10 gated stages

From the moment a lead is captured to the final closure sign-off, PracticeOS enforces compliance at every gate. No shortcuts. No missed steps. Your audit trail writes itself.

Real-time dashboards give you instant visibility into active matters, billable hours, and team workload — so you can focus on practicing law, not chasing spreadsheets.

01
Active Matters
0
Capacity
02
Gate Compliance
0%
Target: 95%
03
Billed This Quarter
KES 0M
vs. Target
Workflow Visualization

10 stages. Zero gaps.

Every matter flows through an unbreakable sequence. No shortcuts. No exceptions. Every gate enforced.

Lead Captured
Conflict Check
Consultation
Onboarding
Matter Opened
06
Execution
07
Updates/Billing
08
Resolution
09
Final Clearance
10
Closure
Platform Modules

Everything you need. Nothing you don't.

01

Task Management

Track every deadline, assignment, and deliverable across all matters.

Prepare witness brief
File court documents
Review contracts
02

Document Vault

Secure storage with version control, access logs, and instant search.

Settlement_v3.pdf2.4 MB
Exhibit_A.png890 KB
Billing_Q4.xlsx1.1 MB
03

Billing & Invoicing

Automated invoicing, payment tracking, and revenue analytics.

INV-2024-0551Paid
KES 450,000
Due: 15 Dec 2024
04

Real-Time Audit Trail

Every action logged. Full compliance history at your fingertips.

09:41:23 MATTER_ADVANCE MTR-0099
09:38:11 PAYMENT_RECV INV-0551
09:35:44 TASK_COMPLETE TSK-0887
05

Team Collaboration

Assign, discuss, and coordinate across your entire practice.

JK
MO
AN
PW
SK
5 active now
06

KYC Compliance

Automated client verification with real-time status tracking.

Identity Verified
Address Confirmed
PEP Screening
Sanctions Check
Real-Time Feed

See your practice as it happens

Every matter advance, every payment, every completed task — streamed live to your dashboard. Nothing slips through the cracks.

Live — Auto-updating
09:41Matter MTR-2024-0099 advanced to Execution
09:38Invoice INV-2024-0551 paid — KES 450,000
09:35Task 'File Motion' completed by J. Kamau
09:32KYC verification passed for Client C-1042
09:28Document 'Settlement Agreement' uploaded
09:24Matter MTR-2024-0097 moved to Resolution
09:21New lead captured — Land Dispute (Kiambu)
09:17Invoice INV-2024-0550 generated — KES 180,000
09:14Conflict check cleared for Matter MTR-2024-0101
09:10Task 'Draft Affidavit' assigned to M. Ochieng
09:06Matter MTR-2024-0095 closed — all gates passed
09:02Billing milestone hit — KES 12.4M this quarter
09:41Matter MTR-2024-0099 advanced to Execution
09:38Invoice INV-2024-0551 paid — KES 450,000
09:35Task 'File Motion' completed by J. Kamau
09:32KYC verification passed for Client C-1042
09:28Document 'Settlement Agreement' uploaded
09:24Matter MTR-2024-0097 moved to Resolution
09:21New lead captured — Land Dispute (Kiambu)
09:17Invoice INV-2024-0550 generated — KES 180,000
09:14Conflict check cleared for Matter MTR-2024-0101
09:10Task 'Draft Affidavit' assigned to M. Ochieng
09:06Matter MTR-2024-0095 closed — all gates passed
09:02Billing milestone hit — KES 12.4M this quarter

Begin

Start managing matters with precision

Join forward-thinking firms that run their entire practice on PracticeOS. Every stage architected. Every gate enforced. Every matter accounted for.