SRA-aware legal case management software

Legal case management software built for SRA-regulated solicitors.

OrdoLux is built around the obligations of UK solicitors — audit trails, client account management, AML/KYC checks, supervision workflows and billing controls — so compliance is a by-product of normal work, not a separate process. £50 + VAT per fee earner. Rolling monthly.

Built by UK solicitors. Not an overseas product retrofitted with a compliance checklist.

Compliance gaps OrdoLux closes

  • WhatsApp messages not on the file — now captured automatically
  • Emails not time-recorded — now logged via Outlook integration
  • AML checks done outside the system — now logged against the matter
  • Client account entries not reconciled — now managed with audit trail
  • No supervision of fee earner communications — now visible to partners
  • Documents in personal email attachments — now in SharePoint

SRA compliance features in OrdoLux

Full audit trails

Every action on a matter — time entries, document uploads, messages, billing changes — is timestamped and logged. Partners and compliance officers can review any file's full history at any time.

Client & office account ledgers

Separate client account and office account ledgers with controlled transfers. Billing records are clean, reconcilable and audit-ready. Designed around UK solicitor accounts rules.

AML & KYC via Checkboard

Run identity verification and AML screening via Checkboard from inside OrdoLux. Results are automatically logged against the matter — compliant, auditable, and fast.

Supervision workflows

Partners can review all matter correspondence, time entries and documents. Nothing is siloed on a personal device. Appropriate supervision is built into the normal workflow.

WhatsApp audit trail

Client WhatsApp messages, voice notes and documents are captured to the matter file automatically. Compliant records of all client communications — even outside office hours.

UK data residency

Documents stored in your own SharePoint tenant inside Microsoft's UK data centres. You remain the data controller. No client data on vendor servers you cannot audit.

Frequently asked questions

Is OrdoLux SRA compliant case management software?

OrdoLux is built with SRA obligations in mind — audit trails, client account management, supervision workflows and AML/KYC via Checkboard. It is designed to support solicitors in running a compliant practice. OrdoLux is software; it is not itself regulated by the SRA. For specific compliance questions, consult your COLP or the SRA.

Does OrdoLux support the SRA Accounts Rules?

Yes. OrdoLux includes client account and office account ledger management with controlled transfer workflows, billing reconciliation and audit records — designed around the SRA Accounts Rules requirements for solicitor accounts.

Can OrdoLux help with AML compliance?

Yes. OrdoLux integrates with Checkboard for client identity checks and AML screening. Every check is logged against the matter with results and timestamps — giving you a clean audit trail for AML compliance without switching between systems.

How does OrdoLux help with supervision requirements?

Partners and supervisors can view all matter activity — correspondence, time entries, documents and communications (including WhatsApp) — across all fee earners. Nothing is siloed on personal devices. Proper oversight is built into normal matter management.

Compliance as a by-product of working well.

OrdoLux is legal case management software built by UK solicitors for UK practice. All compliance features are included in the flat £50 + VAT per fee earner monthly fee.

Rolling monthly. No lock-in. Free onboarding.