CounselOS for · Principal & partners
Run a firm, not a fire drill.
You need the firm’s health at a glance — work in progress, trust exceptions, limitation dates, and what needs your sign-off today. CounselOS puts that on one dashboard and one approval inbox, with plain-English summaries when you want them.
A day in the firm.
Open the dashboard: WIP, fee earner utilisation, matters over budget, limitation dates in the next 30 days, and items waiting in the approval inbox.
Review conflict release requests and trust authorisations from the same queue — no hunting through three modules.
Scan AI-drafted client updates and documents queued for review. Approve what is ready; send back what needs another pass.
Trust reconciliation and migration validation reports are ready for sign-off — with discrepancies flagged before you commit.
One screen
Firm health and exceptions
One inbox
AI, time, trust, and portal approvals
5 days
Typical migration target
See how a Monday morning runs in CounselOS.
Book a demoCounselOS for other roles in your firm: