Everything in one workspace

Built for lawyers.
Not adapted from something else.

Matter management, time capture, billing, AI, compliance and integrations — all inside a single matter-centric workspace. No bolt-ons, no per-module pricing.

SRA-compliant accounting built in No per-module pricing Microsoft 365 native
1click
Time log after every Cas exchange
350+
HMCTS court forms included
£0
Extra cost for Cas AI
8+
Native integrations
Matter & Time Billing & Finance Cas AI Documents & Bundles Compliance Integrations Specialist Workflows
⚖️

Matter & Time

The core workspace every fee earner lives in, day to day.

📁

Matter workspace

Every matter has its own workspace — parties, key dates, stage tracker, documents, time, disbursements, ledger and compliance checks in one place.

Time recording

Six-minute unit recording with a live running timer. Log from the matter, the timesheet, or in one tap after a Cas AI exchange. Prevents write-offs before they happen.

📊

Daily timesheet

A consolidated view across all matters. Edit in-line and see total units at a glance — designed for the end-of-day billing run.

📱

Mobile apps

Full matter access and time recording on mobile. Log time, check documents and reply to tasks from anywhere.

📧

Outlook email capture

Emails sent and received in Microsoft 365 are automatically linked to the matter. No manual filing.

💬

WhatsApp integration

Send and receive WhatsApp messages directly from the matter workspace. All messages logged to the matter record.

📞

Teams call recording

Every Teams PSTN call automatically creates a pending time entry on the fee earner's timesheet. Confirm or dismiss in one tap — no manual logging.

New
💷

Billing & Finance

From time entry to paid invoice — everything in one system.

🧾

Invoice generator

Create interim or final statute bills with itemised time and disbursements, branded templates and PDF output. Supports VAT and multiple billing entities.

💳

Card payments via Stripe

Clients pay online with a single click. Payments reconcile automatically against the matter ledger.

📒

Solicitor accounting

Client and office account ledger, disbursement tracking and client account reconciliation — SRA-compliant accounting built in.

📋

Legal aid billing

CIV/CRM and CCLF claim generation from recorded time, escape fee threshold monitoring, LAA fee rate auto-calculation by grade and category, and SaBC bulk CSV export for monthly portal submissions.

New
📤

CostsMaster export

One-click export in CostsMaster CSV 2.0 format. Activity codes auto-mapped. Drop it straight into CostsMaster's Pending Work window.

New
📊

Reporting & productivity

Billed vs unbilled time, WIP reports, fee earner productivity, matter profitability and trust account summaries.

🔢

Interest calculator

Calculate statutory interest under the Judgments Act 1838 or Late Payment of Commercial Debts Act 1998 directly from the matter.

Cas — Built-in AI Assistant

Lives inside every matter. Drafts, sends, summarises and logs — without leaving the workspace.

Meet Cas

Cas isn't a chatbot bolted on the side. It lives inside every matter workspace, knows the context, and can act on it — drafting, sending, summarising and time-logging — without switching screens.

  • Draft correspondence matched to your firm's house style
  • Send emails directly from your Outlook mailbox — one click
  • Summarise documents and emails dropped into the chat
  • Log time automatically after every AI exchange
  • Voice input — dictate your instruction, Cas responds
  • Bring your own OpenAI key — no AI usage charge from OrdoLux
Avg time saved per draft
18 min
Per correspondence item
Time entries prompted
100%
After every Cas exchange
Extra cost from OrdoLux
£0
Use your own OpenAI key
✍️

Draft correspondence

Ask Cas to draft a client update, letter before action, chase email or attendance note. Parties and references pulled in automatically.

Cas AI
📨

Send from Outlook

When Cas drafts an email, a Send button appears. One click sends from your Outlook mailbox via Microsoft 365, saved to Sent Items automatically.

Cas AI
📄

Document analysis

Drag a PDF or Word document into Cas and ask it to summarise, flag issues or draft a reply. The document is archived to the matter's SharePoint folder.

Cas AI
🎤

Voice input

Tap the microphone and dictate your instruction. Cas transcribes and responds. Faster than typing — especially on mobile.

Cas AI
🧠

Memory & house style

Upload a few firm letters and Cas learns your salutation, sign-off and register. Every subsequent draft matches your house style.

Cas AI
🔍

Legal research support

Targeted drafting support with flagged authorities for verification. Cas drafts — the fee earner reviews and approves.

Cas AI
📑

Documents & Bundles

From first draft to court-ready bundle — without leaving OrdoLux.

☁️

SharePoint document storage

Every matter gets its own SharePoint folder in your Microsoft 365 tenancy. Accessible from OrdoLux, Teams or desktop. Your data stays in your tenancy.

📝

Document templates

Build a library of firm-branded Word templates using the OrdoLux Tagger add-in. Insert content controls (smart tags) directly in Word — they auto-populate with matter and client data when documents are generated. No bracket syntax, no manual fields.

✍️

Electronic signatures

Send documents for electronic signature at no extra cost. Legally binding, logged to the matter, stored alongside the signed document.

📚

Court forms repository

Over 350 current HMCTS and tribunal forms — always the latest version, instantly accessible from within any matter.

📦

PDF bundle creator

Ordered merge with Bates numbering, bookmarks and a linked table of contents. CPR-friendly output, court-ready results.

🗂

Bundledocs integration

For complex bundle requirements, OrdoLux integrates with Bundledocs — pull documents from the matter and generate fully hyperlinked, paginated PDF bundles.

IntegrationNew
🛡

Compliance

SRA compliance built into the workflow — not bolted on afterwards.

🔍

KYC & AML via Checkboard

Run identity verification and AML checks through Checkboard without leaving the matter. Results logged to the compliance record automatically.

Integration
🔒

Two-factor authentication

Mandatory 2FA across the platform. Meets SRA and Cyber Essentials requirements without additional configuration.

Matter compliance gates

Configurable checks — conflict, source of funds, client care, AML — must complete before billing or document generation is unlocked.

🕵️

Regulatory intelligence

Monitor decisions from the SRA, BSB, CLC, NMC, GDC and other professional regulators.

📋

Audit trail

Every action on every matter is timestamped and recorded. Full audit trail for supervision, compliance review and file audits.

🔗

Integrations

Connects to the tools your firm already uses — without replacing them.

🏢

Microsoft 365

Deep integration — Outlook email capture, SharePoint document storage, OneDrive sync and Teams compatibility.

📊

Xero

Two-way sync of invoices and payments. Your accountant stays in Xero; your fee earners stay in OrdoLux. No double-entry.

📈

QuickBooks Online

Sync invoices and payments automatically. Supports multi-entity billing and VAT-registered firms.

💳

Stripe

Accept card payments online. Clients pay by card and the ledger updates automatically.

🔍

Checkboard

Identity verification and AML checks triggered directly from the matter. Results filed with one click.

🔎

TM Group property searches

Order Local Authority, drainage & water and environmental searches from the matter. Status tracked automatically; results filed with no manual chasing.

IntegrationNew
⚖️

CostsMaster

Export time entries to CostsMaster CSV 2.0 format with activity codes auto-mapped. Drop straight into CostsMaster's Pending Work window.

New
📦

Bundledocs

Build and generate court bundles from within the matter workspace, powered by the Bundledocs cloud platform.

New
🏛

Specialist Workflows

Deep practice-area workflows built into the matter workspace — not separate products, not add-ons.

🏠

Conveyancing

Protocol stage tracker, client care letter generation, searches management, completion statement builder, and Land Registry integration.

📜

Private Client — Wills, LPA & Probate

Three dedicated workflows in one: Wills (testator, executors, beneficiaries), Lasting Powers of Attorney (P&FA and H&W, OPG tracking), and Probate (estate schedule with live IHT calculations, estate accounts export, beneficiary distributions).

⚖️

Legal Aid Case Management

Certificate tracking, escape fee threshold alerts, CIV/CRM/CCLF claim generation, disbursement handling, LAA fee rate tables and CWA bulk export — all built into the matter workspace. Supports civil (family, housing, immigration, mental health) and criminal legal aid. £50 + VAT per user, no module fee.

⚖️

Employment

ET claim tracker, pleadings management, hearings schedule, remedy calculator, bundle checklist, and key deadlines — built for the full ET litigation lifecycle.

👨‍👩‍👧

Family

Divorce proceedings, financial remedy, children matters (Part 4 FLA), MIAM tracking, hearing management, and compliance checklist — covering the full family law workflow.

🏛️

Civil Litigation

CPR stage tracker, disclosure and evidence management, costs budgeting, appeals, enforcement, and deadline tracking — from letter of claim to judgment.

💰

Debt Recovery

Claim service, judgment, enforcement (warrant, charging order, attachment of earnings), offers management and key deadline tracking for high-volume debt work.

🩺

Personal Injury

Liability tracker, medical evidence management, offers and Part 36, PI bundle builder, deadlines, and overview dashboard — covering RTA, EL/PL, and clinical negligence.

✈️

Immigration

Application tracking, appeal management, visa and leave deadlines, compliance documentation, and a full overview dashboard for complex immigration caseloads.

📋

Costs

Costs drafting support, detailed assessment management, costs budget tracking, offers (including Part 36), instructions log and deadlines — for in-house and specialist costs work.

👥

Consultant law firm

Automatic fee-split calculations, consultant invoicing and a dedicated consultant dashboard — for firms operating a consultant or self-employed lawyer model.

📥

Client intake portal

A branded, embeddable intake form that creates a matter draft in OrdoLux on submission. No manual re-keying, no double entry.

See it working on a real matter

30-minute demo. No sales pressure. We'll show you a live matter from time recording to invoice.