One cockpit for every matter from intake to invoice
Law Practice Management brings client intake, conflict checks, trust accounting, court deadlines, billing and a client portal into one unified Odoo workspace built for solo-to-20-lawyer firms.
Small and mid-sized firms track deadlines in spreadsheets, client funds in a side ledger and matter documents in loose folders. A missed hearing date or a misapplied trust deposit is not an inconvenience — it is a malpractice risk, and the information needed to prevent it never lives in one place.
Law Practice Management gives every matter a single cockpit: stage, financials, hearings, deadlines, documents and tasks together, backed by an intake approval gate, automatic conflict checks and trust accounting that will not let an account go negative.
Legal-domain depth, not a generic wrapper
Every capability below is implemented in the module.
Unified Matter Cockpit
See stage, financial roll-ups, upcoming hearings, deadlines, documents and tasks for a matter on one record, with a statusbar pipeline and smart-button navigation to every related item.
Intake Approval Gate
Route every prospective client through a submit, approve or reject workflow before a contact record is created, keeping the client database clean and onboarding controlled.
Conflict-of-Interest Checks
Automatically screen new clients, adverse parties and matters against existing records at intake and matter creation, flagging potential conflicts with a clear warning and notes.
Trust Accounting with Overdraw Guard
Give every matter a segregated trust ledger with deposits, withdrawals and disbursements. A built-in compliance guard blocks any withdrawal that would drive the balance negative.
Deadline Escalation
Track filing, discovery, statute-of-limitations and internal deadlines with color-coded urgency, and let a daily automation create activities and chatter alerts before anything is missed.
Hearings & Cause List
Log hearings, trials, filings and conferences per matter with court, judge and location details, and review them as a chronological cause list.
Time Tracking & One-Click Invoicing
Capture billable hours and expenses against a matter at a configurable hourly rate, then generate an invoice directly from unbilled entries with one action.
Privileged Document Handling
Store matter documents with a confidentiality level, and let privileged documents stay visible only to firm managers through a dedicated access rule.
Client Portal
Give clients a self-service view of their matter status, hearings, deadlines, non-privileged documents and trust balance, without a backend login.
How it works
Configure your firm
Set up practice areas, matter stages and role templates for legal staff, billing clerks and partners.
Intake & clear conflicts
Submit a client request, run the automatic conflict check, then approve to create the client and matter together.
Work the matter
Log time, hearings, deadlines, documents and tasks from the matter cockpit as the case progresses through its stages.
Bill & reconcile
Generate invoices from unbilled time and expenses, and manage trust deposits, withdrawals and reconciliation for every client.
See it in action
Every screen below is captured from a running installation with demo data.
The caseload dashboard: matters grouped by stage with client, practice area, lead lawyer, next deadline and trust balance at a glance.
The matter list highlights matters with an overdue deadline in red so nothing slips through unnoticed.
The matter cockpit: stage statusbar, conflict banner, and smart buttons to invoices, hearings, time, documents, trust and tasks, all on one record.
Client requests list with potential conflicts flagged directly in the list view.
The intake form: conflict-check state and notes alongside Submit, Approve and Reject actions.
Billable time and expense entries recorded against a matter, ready to convert into an invoice.
The cause list: every hearing, trial and filing deadline in chronological order with court and judge.
A hearing record with type, court, judge and location, linked back to its matter.
Deadlines colored by urgency — due soon in amber, overdue in red — so risk is visible at a glance.
A deadline record with type, priority and the responsible attorney.
Matter documents with a confidentiality level; privileged documents are marked and access-restricted.
Every matter's trust account with its current balance in one list.
A trust account's deposits, withdrawals and disbursements with a running balance and a reconcile action.
A simple task board for routine matter work, grouped by To Do, In Progress and Done.
Tasks in list form with priority and assignee.
Practice areas with their default hourly rate and matter count.
Practice areas in list form for quick configuration.
The configurable matter stage pipeline used by the kanban and statusbar.
The contact form extended with client and adverse-party flags plus a Matters smart button.
The client portal's My Matters page, listing every matter for the logged-in client.
Matter detail in the portal: status, hearings, deadlines, non-privileged documents and trust balance.
A Matters card on the portal home page so clients reach their cases in one click.
Frequently asked
Does this module include trust or client-fund accounting?
Yes. Every matter gets its own segregated trust ledger with deposits, withdrawals and disbursements, a reconcile action, and a built-in guard that blocks any withdrawal from driving the balance negative.
Can I customize the matter stages and role templates?
Yes. Matter stages are a configurable pipeline (Intake, Active, Trial, Billing and Closed by default), and three role templates — legal staff, billing clerk and firm manager — control access out of the box.
Does the module include a client portal?
Yes. Clients can log in to see their matter status, hearings, deadlines, non-privileged documents and trust balance without any backend access.
Which Odoo editions and versions are supported?
The module targets Odoo Community edition and is available for Odoo 17, 18 and 19.
Get in Touch
Have questions or need customization? Every purchase includes 30 days of free support — we are here to help.
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Law Practice Management: matter cockpit, intake approval, conflict checks, trust accounting and deadline escalation for law firms on Odoo.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 2003 |
| Technical Name |
cerevantix_law_management_system |
| License | OPL-1 |
| Website | https://cerevantix.com |
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