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Practice management + regulated leads

Run the whole practice. Win the right work.

Everything what a full practice platform does for matters, billing and trust — plus a marketplace that sends you qualified, conflict-checked work in your licensed practice areas.

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Built for lawyers and LSO-licensed paralegals. Trust accounting that ties to the penny.

A complete practice-management system

Dense, accounting-first screens organised around the matter, the ledger, the bill and trust — the way a bookkeeper or law clerk expects.

Practice BoardCaseload at a glance
Matter CardEvery file on one screen
Billing & ARInvoices, aging, LEDES
Trust AccountingThree-way recon
General LedgerTrial balance, P&L
Clients & ConflictsDatabase + checks
Calendar & BookingSync + Calendly-style
ReportsFinancial & productivity
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Matter-first

Contacts, notes, documents, time, trust, invoices and conflict history — all on the matter.

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Trust you can defend

Hard blocks on overdrawn trust, transfer approvals, three-way reconciliation and an audit package.

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Billing depth

Pre-bills, batch & contingency billing, payment allocation, statements and LEDES export.

A marketplace that respects your obligations

New work, screened for professional responsibility before it ever becomes a matter.

Qualified, not random

  • Leads filtered to your licensed practice areas & jurisdiction
  • Paralegal (LSO P1) scope enforced automatically
  • Read an AI-style Matter Brief before spending a credit
  • Pipeline view: available, interested, converted
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Conflict-checked intake

  • Automatic conflict search before a matter opens
  • Documented override or discharge for any hit
  • One click converts a lead → matter, client folder & ledgers
  • Transparent credits — no opaque pay-per-click
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Why firms trust Aequivio

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Role-based access

Firm admin, lawyer, paralegal, intake, billing and read-only roles with live, enforced permissions.

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Audit trails

Logins, role changes, billing and trust actions are recorded for compliance and peace of mind.

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Bring your data

Import clients, matters, trust, AR, WIP and ledger balances with reconciliation and an audit log.

Built for the way firms actually work.

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