Run the whole practice. Win the right work.
Aequivio gives Canadian law firms and LSO-licensed paralegals a professional-grade practice-management system — matters, billing, trust accounting and reporting — and a regulated marketplace that sends you qualified, conflict-checked work in the areas you're licensed to practise.
✓ Trust accounting that ties to the penny·Built for lawyers & LSO-licensed paralegals
A complete practice-management system.
Dense, accounting-first screens organised around the matter, the ledger, the bill and trust — built the way a law clerk or bookkeeper actually expects to work, not a generic CRM bolted onto legal.
Practice Board
Your whole caseload at a glance.Kanban + list views
Matter Card
Every file on one 360° screen.Contacts · docs · time · trust
Billing & AR
Invoices, aging and LEDES.Pre-bills · statements
Trust Accounting
Three-way reconciliation.Overdraw hard-blocks
General Ledger
Trial balance & P&L.Double-entry, audited
Clients & Conflicts
Central database + checks.Screen before you open
Calendar & Booking
Sync + Calendly-style pages.Team & client scheduling
Reports
Financial & productivity.Firm health scoring
Matter-first
Contacts, notes, documents, time, trust, invoices and conflict history all live on the matter — one source of truth instead of five disconnected tools.
Trust you can defend
Hard blocks on overdrawn trust, approvals on transfers, three-way reconciliation and a one-click audit package — trust accounting that stands up to a spot audit.
Billing depth
Pre-bills, batch and contingency billing, payment allocation, client statements and LEDES export — the depth a busy bookkeeper needs, not a lightweight invoice tool.
A marketplace that respects your obligations.
New work, screened for professional responsibility before it ever becomes a matter — never an opaque pay-per-click auction.
Work you're actually licensed to take
- Leads filtered to your licensed practice areas & jurisdiction
- Paralegal (LSO P1) scope enforced automatically
- Read a structured Matter Brief before you spend a credit
- Pipeline view: available, interested, converted
Screened before a matter can open
- 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
Why firms trust Aequivio.
Role-based access
Firm admin, lawyer, paralegal, intake, billing and read-only roles, with live, enforced permissions and custom roles for the way your firm is structured.
Audit trails
Logins, role changes, billing and trust actions are recorded on a tamper-evident chain — for law-society compliance and your own peace of mind.
Bring your data
Import clients, matters, trust, AR, WIP and ledger balances — with reconciliation and a full audit log so nothing moves without a record.
Built for the way firms actually work.
Bring your practice onto one system, and let the marketplace bring the work to you — conflict-checked and ready to open.