CounselOS for · Paralegals
Never miss a date. Never miss a step.
You keep matters moving while lawyers do the law. CounselOS gives you workflow checklists, a compliance calendar that actually shouts, and guided intake so new clients do not fall through the cracks.
A day in the firm.
Compliance calendar: three matters with limitation dates inside 30 days, one inside 14 — escalate to the supervising solicitor from the same screen.
Guided client intake: details, assisted conflict check, costs disclosure, then open the matter — without retyping the same client in three places.
Matter workflow for a conveyancing purchase shows the next step. Mark it done; the file shows who did what and when.
Costs disclosure follow-up on a matter signed 30 days ago without acknowledgement — chase the client before it becomes a conduct issue.
< 10 mins
Guided intake
List + month
Compliance calendar views
Workflow
Steps that match practice area
See intake and compliance on a real matter file.
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