AI Matter Management
Every matter in your firm — from initial conflict check to final disposition — managed through a single AI-assisted interface. Predictive task routing surfaces work that needs attention before it becomes urgent, while automated matter lifecycle templates ensure nothing falls through the cracks across practice areas.
Because every module in YesCounsel shares the same underlying data layer, documents, time entries, communications, and deadlines all connect back to the matter automatically. No re-entry. No reconciliation.
- Predictive matter risk alerts
- Automated task assignment by role
- Real-time progress dashboards
- Cross-module data unification
Matter A · Commercial Dispute
Opened Apr 8 · Responsible: SB · 3 team members
Matter value
$182,400
WIP
$14,220
Trust
$25,000
Next deadline
Apr 22
Drafting agent · suggestion
Motion to compel due in 14 days. Draft prepared from matter context — 7 cited authorities, 3 exhibits attached. Review →
Time entry · Drafting response · 1.2h
Document signed · Client A · Engagement letter
Conflict check passed · 0 matches
party_a_name
Acme Holdings Inc.
party_b_name
—
effective_date
Apr 17, 2026
Smart Document Automation
Generate complex legal instruments — engagement letters, contracts, pleadings, and agreements — from intelligent templates in a fraction of the time manual drafting requires. Logic-based conditional clauses adapt documents to the specifics of each matter automatically.
An integrated version control system tracks every revision with author attribution and timestamps, while secure client-facing portals deliver documents for review and e-signature without ever leaving the platform.
- AI-assisted clause drafting
- Logic-based conditional templates
- Full version control & history
- In-platform e-signature workflows
Seamless Billing & Compliance
The billing module captures time passively across every matter-related activity — document edits, portal messages, research sessions — and surfaces it for attorney review before invoicing. Every billing model your firm uses is supported: hourly, flat-fee, contingency, hybrid retainer, and subscription.
Built-in trust accounting meets IOLTA and jurisdiction-specific compliance requirements out of the box. Compliance dashboards provide a real-time view of disbursements, balances, and any flagged anomalies.
- Passive time capture across all activities
- All billing models supported
- IOLTA-compliant trust accounting
- Real-time compliance dashboards
Client A · Matter A-F
Period · Apr 1–15, 2026
Total due
$12,440.00
Three-way reconciliation · passed
Trust ledger · Client ledgers · Bank statement balanced · Apr 15
$248,400
Every capability your firm needs, built to work together.
The remaining 11 modules extend the platform across every dimension of firm operations — each sharing the same unified data layer as the three flagship modules above.
Client Portal & Communication
Give clients a branded, secure portal where they can view case progress, share documents, approve invoices, and communicate directly with their legal team — all in one place.
- White-labeled client portal
- Secure in-platform messaging
- Document sharing & e-signatures
- Invoice review and approval
AI Legal Research
Search case law, statutes, and regulations in seconds with intelligent summaries and jurisdiction-specific citations that accelerate every research task.
- Case law & statute search
- Citation analysis
- Intelligent memo drafts
- Jurisdiction-specific insights
Calendar & Deadline Management
Automated court date tracking, statute of limitations calculators, and firm-wide smart reminders — built on jurisdiction-aware rules so nothing ever slips.
- Court calendar sync
- SOL calculators
- Jurisdiction-aware rules
- Firm-wide smart reminders
Reporting & Analytics
Transform your firm data into actionable intelligence with customisable dashboards, financial reports, productivity metrics, and trend analysis across every practice group.
- Custom KPI dashboards
- Profitability reports
- Utilisation metrics
- Practice group trends
Third-Party Integrations
Connect natively with the tools your firm already relies on. Microsoft 365, Google Workspace, QuickBooks, Clio, and dozens more via our open REST API.
- Microsoft 365 & Google Workspace
- QuickBooks & Stripe
- Clio & MyCase
- Open REST API
Enterprise Security
End-to-end encryption, row-level security on every database table, role-based access controls, IP whitelisting, and comprehensive audit trails — live today. A SOC 2 Type II audit is underway with our auditor.
- End-to-end encryption (AES-256)
- Row-level security (RLS)
- Role-based access controls
- Immutable audit trails
Workflow Automation
Design custom multi-step workflows that automate repetitive tasks across your firm — from intake to case closure, every step tracked and optimised.
- Visual workflow builder
- Trigger-based automation
- Cross-module task routing
- Closure checklists
Knowledge Management
Build an institutional knowledge base that preserves your firm's expertise. AI-powered search, precedent libraries, and collaborative wikis ensure institutional knowledge is never lost.
- AI-powered precedent search
- Collaborative wikis
- Template & clause libraries
- Expertise capture
CRM & Intake
Manage client relationships from first inquiry to long-term retention. Digital intake forms, conflict checks, engagement letter automation, and lead scoring in a single pipeline.
- Digital intake forms
- Automated conflict checks
- Engagement letter generation
- Lead scoring & pipeline
Cloud Infrastructure
Built on enterprise-grade cloud infrastructure with 99.9% uptime SLA, automatic scaling, multi-region deployment, and hourly encrypted backups.
- 99.9% uptime SLA
- Auto-scaling compute
- Multi-region deployment
- Hourly encrypted backups
Training & Onboarding
Get your team productive fast with interactive onboarding flows, video tutorials, role-specific certification programmes, and a dedicated Customer Success Manager for enterprise firms.
- Role-based onboarding flows
- Video tutorial library
- Certification programmes
- Dedicated CSM (Enterprise)
Replace 6 tools with one.
The average firm relies on 6 to 12 disconnected tools to manage legal work. YesCounsel consolidates every capability into a single unified platform.
| Capability | Old Way (6+ Tools) | YesCounsel |
|---|---|---|
| Case & Matter Tracking | Siloed spreadsheets or standalone PMS | AI-driven unified matter lifecycle across all practice areas |
| Document Drafting | Manual templates in Word; version chaos | AI-assisted drafting with version control and secure sharing |
| Time Capture & Billing | Separate time-tracking app + billing software | Automatic time capture, flexible billing, and trust accounting in one module |
| Client Communication | Email threads, no audit trail | Branded secure portal with full message history and document exchange |
| Legal Research | External research tools, manual citation | In-platform AI research with citation analysis and memo drafts |
| Deadline Management | Calendar app, manual SOL tracking | Jurisdiction-aware automated calendaring with firm-wide sync |
| Compliance & Security | Fragmented tools, inconsistent access controls | RBAC, E2E encryption, immutable audit trails (SOC 2 Type II audit underway) |
| Reporting & Analytics | Manual exports to Excel; delayed insights | Real-time KPI dashboards across every practice group and module |