Features — legal case management software for UK solicitors

Everything you need for complex, high‑value matters — with time capture at the core.

WhatsApp integration

Capture WhatsApp messages, voice notes and document uploads directly to the file. Transcribe voice notes to attendance notes, upload documents straight into the matter’s SharePoint folder, and time record directly from the WhatsApp chat (with optional automatic suggestions) without breaking your flow.

Learn more about WhatsApp integration

Time recording interface

Time recording that is intuitive and can be achieved with a few taps of the keyboard. Time recording shouldn't take time!

Document storage repository

All matter documents in one place with easy foldering options and fully integratable with SharePoint OneDrive so that what you see on OrdoLux is completely mirrored with what you see on your desktop. You have control of your documents.

MS Outlook Integration

Automatically stores received and sent emails in OrdoLux so you don't have to. OrdoLux will also automatically time record for every email you send.

Two‑factor authentication (2FA)

Lock down access with optional firm‑wide 2FA enforcement. Built for regulated environments where security controls and auditability matter.

Integrated KYC (Checkboard)

Activate Checkboard for your firm and run KYC/AML checks directly from the matter’s Compliance tab. Invite clients by email, track status automatically, and keep reports (and optional PDFs) linked to the file for supervision and audits.

Learn more about Checkboard integration

Client account reconciliation

Upload bank statements for client account reconciliation and keep supporting documents attached to the matter record.

Card payments via Stripe

Let clients pay invoices online with a secure Stripe Checkout link. Add a “Pay now” button to your bill and clients can pay instantly from email or mobile — with payments recorded back against the invoice.

Learn more about Stripe payments

Xero integration

Connect Xero to sync issued invoices from OrdoLux and keep your accounting up to date without double entry. Map account codes and tax types once, then issue bills in OrdoLux and see the Xero reference linked back to the matter.

Learn more about Xero integration

QuickBooks Online integration

Connect QuickBooks Online (QBO) to sync issued invoices and generate clean import packs for office accounting where needed. Set your mappings once, then keep bills and payment allocations consistent.

Learn more about QuickBooks integration

Mobile apps (iOS & Android)

Work from anywhere with the OrdoLux mobile apps. Capture time, view key matter details, upload documents, and keep the file up to date when you’re away from the desk.

Solicitor accounting

Client and office ledgers, disbursements, and transfers. Record payments and generate statements; export to CSV and connect Xero or QuickBooks Online for smoother finance workflows.

Invoice generator

Create professional bills with itemised time and disbursements. Interim/final statute bills, branded templates, and PDF output ready to send.

Document template generator

Easily customisable template documents. Streamlining your drafting couldn't be easier.

PDF bundle creator

Ordered merge with Bates numbering, bookmarks and a linked TOC. Designed for CPR‑friendly output and court‑ready results.

Electronic Signatures

Send documents out for electronic signatures at no extra cost.

AI legal research tool

Targeted drafting support with citations and links for verification. Great for outlines, authorities lists and first‑pass arguments — always with human review.

Interest calculator

Simple and compound interest across custom periods and rates, with exportable schedules for inclusion in pleadings or schedules of loss.

Reporting tools

Utilisation, WIP, deadlines and pipeline at a glance. Export to CSV for partners’ meetings; schedule automated daily/weekly summaries.

AI Investigator

A smart assistant that helps surface relevant entries, inconsistencies and gaps across a matter’s documents and emails — with clear source links for quick verification.

Guided walkthrough

A snapshot of the workflows shown in our 75-second demo.

Timesheet screen

Time recording

Record time in seconds — with rates calculated automatically and entries linked to the right matter.

Matter setup screen

Matter setup

Create a matter with clients, opponents, rates and compliance fields in one clean workflow.

Invoice generation screen

Billing

Generate draft bills from selected time entries and disbursements — then finalise when you’re ready.

Reporting screen

Reporting & productivity

See fee earner performance, balances and WIP at a glance — and export clean data for your finance team.

Tools screen

Tools

Practical tooling where it matters: PDF workflows, templates, Outlook capture, e-sign and more.

SharePoint files screen

SharePoint files

Browse matter files from Microsoft 365 directly inside OrdoLux — without changing where you store data.

Looking for legal case management software for UK solicitors? Learn more about our legal case management software for UK law firms.