Legal Workspace

The Legal Workspace is a legal case management software and service solution offered by Legal Workspace Ltd. It is designed to streamline workflows and improve collaboration for UK law firms of all sizes. According to the vendor, this product is specifically tailored for solicitors, barristers, legal professionals, and legal services providers. It offers features such as efficient client and matter management, legal document management, key dates and deadlines tracking, individual and team calendars, client accounting, legal time recording, billing and invoicing, and a wide range of business and financial reports.

Key Features

Client & Matter Management: According to the vendor, this feature allows users to efficiently manage client records and legal matters. It provides the ability to access the entire case file from anywhere at any time, streamlining workflows and improving collaboration.

Legal Document Management: The vendor claims that this feature enables users to store legal documents, letters, and scans separately for each matter. It also offers custom templates to speed up the document creation process. The vendor states that the documents can be easily searched and retrieved from a searchable location.

Key Dates & Deadlines: According to the vendor, this feature helps users keep track of important dates and deadlines for each case or matter. Users can set up reminders to ensure they never miss a deadline again, allowing them to stay organized and ensure timely completion of tasks.

Individual & Team Calendars: The vendor states that this feature provides users with the ability to instantly view their schedule and plan their day and week ahead. It also allows for efficient management of meetings and sharing of calendars with colleagues, improving time management and productivity.

Client Accounting: According to the vendor, this feature enables users to track every transaction matter by matter with a detailed client ledger report. It allows for the recording of costs, invoices, credit notes, refunds, discounts, and bad debts, facilitating efficient financial management of client accounts.

Legal Time Recording: The vendor claims that this feature seamlessly integrates time recording and billing functionality. Users can generate bills based on recorded time, expenses, and disbursements, ensuring accurate tracking of billable hours and expenses.

Billing & Invoicing: According to the vendor, this feature allows users to manage the schedule of costs, invoices, and credit notes effortlessly. It also provides the ability to handle refunds, discounts, and bad debts with ease, streamlining the billing process and improving efficiency.

Business & Financial Reports: The vendor states that this feature offers a wide range of reports to improve efficiency and track business performance. Users can monitor financial data and track day-to-day business operations effectively.