Industries
Law firm software for the business side of practice
Take the enquiry, open the matter, keep the documents with it and bill the fee — the business side of a small practice, in one place.
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Legal services: what you'll open every day
The whole platform is included either way — these are simply the parts you'll live in.
- LeadsCapture leads from your website, work them through stages your team agrees on, and turn the ones that close into customers without re-entering a thing.
- CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
- ProjectsDrag the work from To do to Done, see what's due before it's late, and keep the files, the discussion and the hours on the card — next to the customer it's for.
- Files & storageContracts, receipts, photos and certificates attached to the customer, job or invoice they're about — not in a folder tree nobody maintains.
- InvoicingSend a compliant invoice in your customer's language in under a minute — and keep every one of them in the same place as the customer, the product and the payment.
- Booking pagesCustomers book a real slot with a real person, get a confirmation and a reminder, and it all lands in the same system as the invoice.
And everything else, included
There's no industry edition and no module you have to buy separately. Every plan includes every part of ERPFlow — what changes between plans is volume and team size, not which parts you can open.
From enquiry to engagement
A form on your website files each enquiry as a lead with its source, and consultations booked online arrive as leads too, with the booking attached. A first consultation can be a service with its own price, and a video consultation carries the meeting link you paste in, shown as a Join meeting button in every email. When you take the client on, the lead becomes a client record with its files carried over — nothing retyped.
A board for every matter
Open each matter as a project linked to the client: cards for the steps, each with an owner, a deadline that turns amber, then red, and a comment thread. Time spent can be typed onto each card and is totalled per matter and per client — useful for knowing where the hours go, though ERPFlow has no timer and doesn't turn hours into invoice lines.
Documents with the matter, not in an inbox
Engagement letters, correspondence saved as EML or MSG files, and digitally signed ASiC-E or BDOC containers attach to the client, the matter's cards or the invoice, up to 50 MB a file. ERPFlow keeps the signed file exactly as it is; it doesn't sign documents or check signatures. Notes can be kept private to the person who wrote them.
Fees billed from the same record
Fixed fees and disbursements go on a numbered invoice with tax per line, in the client's language. A monthly retainer runs as a recurring invoice that's issued on its schedule, emailed or left as a draft for you to check. Payments are recorded as they arrive, part payments included, and an overdue invoice gets a reminder when you choose to send one.
FAQ
Legal services — common questions
Everything you need to know about ERPFlow. Can't find the answer? We're here to help.
Contact usCan ERPFlow handle client trust or escrow accounts?
Can I keep a matter confidential from the rest of the firm?
Does ERPFlow track billable hours?
Does ERPFlow run conflict checks?
Get started
Start free. Scale as you grow.
Run your whole business in one place — and pay for it like a founder, not an enterprise.
- Start free
- Setup in minutes
- No trial clock