Every case, every document, every dollar — one system.
Documents that open straight into Microsoft Word. Templates you build with a click. Payments that route themselves between operating and trust. One platform for everything your firm runs on.
Every document, one click from Word
A complete file system for every case and contact — with the deepest Microsoft Word integration in legal. Open any file into Word desktop, edit, and it saves right back.
- Open-in-Word from any case or contact file
- Chunked background uploads with live progress
- Per-file permissions, share links & client upload links
- Built-in PDF viewer, rich-text editor and folder ZIP downloads
The easiest template builder, inside Word
Stop fighting web-based document editors. Our Word Add-In turns Word itself into your template studio — click a field in the task pane and a live merge field drops at your cursor. Save as a template and every future draft fills itself with real case data.
- Click-to-insert case, contact & date merge fields
- Signature fields as locked Word content controls
- Templates bind to case types automatically
- Saved documents auto-launch the Add-In for your whole team
Payments that know exactly where to go
Legal payments aren’t normal payments. Ours route automatically between your operating account and IOLTA trust, keep a running ledger per case, and let clients pay a secure link by card or ACH — no login, no friction, no compliance headaches.
- Automatic operating / trust separation on every payment
- Per-case trust ledgers with payouts & running balances
- Card 2.95% + $1.00 · ACH 1.0% + $1.00 capped at $30
- Trust ledger & compliance reports, refunds and voids built in
Everything. Actually everything.
Twenty-four capabilities, one login. This is the full feature set of LawOffice.ai — no add-on modules, no “contact sales to unlock.”
01 Documents & Microsoft
Document storage FLAGSHIP
A complete file system for every case, contact and your whole firm — folders, permissions, share links and zip downloads.
LEARN MORE →Microsoft Word integration FLAGSHIP
Open any document straight into Word desktop, edit it, and save it right back to the case — no downloads, no copies.
LEARN MORE →Template builder FLAGSHIP
The easiest template builder in legal — build merge-field templates inside Word itself with our Add-In. Click a field, it lands in your document.
LEARN MORE →Outlook Add-In
File emails and attachments to the right case without leaving your inbox. Case numbers in the subject are detected automatically.
- Save full email threads & attachments to cases
- Automatic case detection from subject lines
02 Payments & Accounting
Online payments FLAGSHIP
Let clients pay invoices online by card or ACH through payment rails built exclusively for law firms.
LEARN MORE →Operating & Trust accounts FLAGSHIP
Route every payment to the correct account — operating or IOLTA trust — with per-case ledgers that keep you compliant.
LEARN MORE →Invoicing & billing
Build invoices from your service catalog, run batch billing, and message clients about invoices in-app.
- Fixed & variable rates, per-attorney pricing
- Batch invoice generation
Time tracking
A built-in timekeeper with categories and types, feeding straight into billing and productivity reports.
- One-click start/stop timers
- Categories, subcategories & types
03 Practice Management
Case management
Every matter in one place — files, forms, email, invoices, payments, court dates, phases and history.
- Configurable case types drive forms & templates
- Case phases for staged workflows
Contact management
Rich contact profiles with their own files, forms and email threads — reusable as parties across cases.
- Contact types, companies & linked contacts
- Per-contact document stores
Calendar & court dates
Firm calendars with day-to-year views, plus dedicated tracking for court appearances and review deadlines.
- Multiple calendars, all views
- Appearance dates by type & category
Intake & forms
A visual form builder tied to your case types. Clients complete intake from the portal; AI can prefill the rest.
- Drag-and-drop builder, 10+ field types
- Forms bound to case types
04 Clients & Collaboration
E-signature
Place signature fields in your Word templates, send for signature, and track every signing event.
- Signature fields as locked Word content controls
- Draw or type signatures with consent capture
Client portal
A secure portal where clients view shared files, upload documents, complete forms, sign and pay.
- Email-verified client sign-in
- Shared folders & file downloads
Email & messaging
Email threads stored per case and contact, invoice messaging, and live in-app notifications.
- Case & contact email history
- Outlook and Gmail entry points
Firm-to-firm Exchange
Refer and co-counsel cases with other firms — share matters across offices with full control.
- Invite firms by office or email
- Share cases across firms securely
05 AI & Automation
AI case assistant
A streaming AI assistant with per-case context — ask about any matter, upload files into the chat, get instant case summaries.
- Case-aware chat with full history
- AI-generated case summaries
Realtime voice assistant
Talk to your practice. A WebRTC voice assistant handles setup, answers questions and works hands-free.
- Live speech in, speech out
- Voice-guided firm onboarding
Agentic actions & Bot Builder
The AI doesn’t just answer — it acts. Create cases, schedule dates, generate documents from templates, email clients.
- Create cases, notes, events & review dates
- Generate documents from your templates
50+ reports & analytics
From A/R aging to attorney utilization to trust ledgers — every number your firm runs on, exportable to Excel or PDF.
- A/R aging, revenue & payment analytics
- Trust ledger & compliance reports
06 Security & Administration
Roles & security
Attorney, paralegal and staff roles, sign-in auditing, inactivity timeouts and token-based sessions.
- Role-based access control
- Sign-in activity reports
HIPAA compliance
Built-in HIPAA workflows including Business Associate Agreement handling for health-adjacent practices.
- BAA management in-app
- Compliance-ready data handling
Firm setup & branding
A guided onboarding wizard, 70+ practice areas, document defaults and your own brand colors across the client experience.
- Guided (even voice-guided) setup
- 70+ practice areas supported
Training & tutorials
In-app video tutorials for every workflow, so new hires ramp in days rather than months.
- Streaming HD tutorial library
- Per-feature walkthroughs
Live in an afternoon
Connect Microsoft
Install the Word and Outlook Add-Ins in minutes. Your documents open in the tools your team already lives in — nothing to relearn.
Import your practice
Pick from 70+ practice areas and let the guided (even voice-guided) setup build your case types, forms and templates around how you work.
Run everything in one place
Draft from templates, collect signatures, invoice, and route payments to operating or trust — with 50+ reports watching the numbers.
Firms love it here
LawOffice.AI has single-handedly granted us the peace of mind to fully focus on our clients and the law, without worry of ever missing a diary date, deadline, or appearance - a true pioneer in the world of case management software.
LawOffice.AI is able to provide a case summary all in one clean view for easy access. Best case management software out there!
The case notes notification feature allows for coherent collaboration within the file.
Seamless integration, easy onboarding, and powerful features make this the best legal case management software we’ve used!
The diary date system keeps the cases moving forward and helps the practitioner stay on task.
LawOffice.AI is incredibly user-friendly with a clean interface making it easy to navigate and use efficiently!
LawOffice.AI is a great platform. The program has completely streamlined our case management, deadlines, tasks, and collaboration have never been easier. In addition, the automated Review Dates and AI-powered case summaries save us hours every week, keeping our firm organized and efficient. It is incredibly user friendly and has been a game-changer for our law firm. It is the best legal case management software we have used and I recommend it for law firms of any size.
LawOffice.AI is an integral part of our practice allowing us to manage a high volume caseload seamlessly from workflow, to appearances, to billing and reporting. This platform is a game changer.
Asked & answered
Everything else, our team will happily walk you through on a demo.
Talk to usLawOffice.ai ships a native Word Add-In. Any document in your case files opens directly in Word desktop — no downloading and re-uploading. When you save, the .docx goes straight back to the case, versioned. The Add-In also gives you template fields, signature placement and one-click PDF generation without leaving Word.
You build templates in Word itself, not a clunky web editor. Open the Add-In, click a case or contact field, and a live merge field lands at your cursor — with date formats and formatting variants built in. Save it as a template, attach it to a case type, and every future document drafts itself with real case data.
Payments run on rails built exclusively for law firms. When a client pays, funds route to your operating account or your IOLTA trust account according to how you allocate them. Every case keeps its own trust ledger with starting balances, incoming payments, payouts and a running balance — plus trust reports for reconciliation and compliance.
Yes. Clients receive a secure tokenized payment link — no login required — and pay by credit or debit card (2.95% + $1.00) or ACH bank transfer (1.0% + $1.00, capped at $30). PCI-compliant, with surcharge rules handled for you.
Role-based access for attorneys, paralegals and staff; sign-in auditing; automatic inactivity timeouts; per-file permissions; and encrypted transfer throughout. HIPAA workflows, including Business Associate Agreements, are built in for practices that need them.
Most firms are running the same afternoon. The guided onboarding — you can literally talk your way through it with the voice assistant — configures your practice areas, case types and billing. Free onboarding support is included on every plan.
Run your firm like it’s 2030.
Documents, templates, trust accounting and AI — one platform, one login, one price. Set up in an afternoon.
No credit card required · Free onboarding · Cancel anytime