# YesCounsel — Full LLM Index > The operating system for modern law firms. YesCounsel is the AI-native operating system for law firms. Matter management, AI legal research, AI contract review, AI drafting agents, automated time capture, focus timer, trust accounting, billing, payments, document automation, native e-signatures, white-labeled client portal, conflicts checking, intake, approvals, workflow automations, knowledge base, and reporting — all on one platform. Homepage: https://yescounsel.ai Sitemap: https://yescounsel.ai/sitemap.xml Short index: https://yescounsel.ai/llms.txt --- ## Platform overview YesCounsel is an AI-native operating system for law firms. One platform replaces the stack most firms piece together from Clio (or MyCase / PracticePanther / CosmoLex), Harvey, Thomson Reuters CoCounsel, Spellbook, Everlaw, iManage, NetDocuments, Billables.ai, DocuSign / Dropbox Sign, Clio Grow, and LawPay. ### Modules included - Matter management (matters, documents, tasks, deadlines, notes, related parties) - AI legal research with firm-scoped knowledge base and cited answers - AI contract review against a firm-specific playbook - AI drafting agents (motion drafter, negotiation memo, discovery summary, demand letter, estate plan) - Automated time capture (passive activity tracking + AI narrative drafting) - Focus timer (Pomodoro-style, ties directly to a matter and a time entry) - Trust accounting (IOLTA / retainer, state-bar-rule aligned, automatic three-way reconciliation) - Billing, invoicing, and online payments - Document automation with clause libraries and variable fields - Native electronic signatures (no DocuSign subscription required) - White-labeled client portal with branded intake and secure messaging - Conflicts checking across matters, parties, and historical engagements - Intake forms + lead capture - Approvals + workflow automation - Knowledge base + SOPs - Reporting and realization dashboards ### Architecture and security - Multi-tenant Supabase (Postgres) backend with row-level security per firm - AES-256 encryption at rest, TLS 1.3 in transit - SOC 2 Type II audit underway; HIPAA BAAs available; GDPR and CCPA covered - ABA Model Rule 1.6 and 1.15 aligned; state-bar trust rules supported - Customer data is never used to train AI models - Enterprise: private Supabase region, firm-controlled encryption keys, SAML 2.0 / OIDC SSO, SCIM v2, tamper-evident audit logs, data residency options ### Pricing (founding cohort) - $59 per user per month — every module included - No per-module pricing, no AI credits, no overage fees - Price-lock forever for the first 50 firms - 30-day money-back guarantee - $10,000 savings guarantee vs. the current stack, or the difference is refunded --- ## Pages ### Homepage URL: https://yescounsel.ai/ Homepage. Product overview, what YesCounsel replaces (Clio, MyCase, Harvey, Billables.ai, 9 other tools), real AI feature showcase, competitor matrix, pricing, ROI calculator, FAQ. ### Pricing URL: https://yescounsel.ai/pricing Transparent pricing. Founding cohort: $59/user/month for every module, no per-module pricing, no AI credits, no overage fees. Price-lock forever. 30-day refund. $10K savings guarantee. ### Features URL: https://yescounsel.ai/features Every module on the platform: matter management, AI legal research, AI contract review, AI drafting agents, automated time capture, focus timer (Pomodoro), trust accounting, document automation, native e-signatures, client portal, conflicts checking, and workflow automation. ### Security URL: https://yescounsel.ai/security Security posture. AES-256 encryption at rest, TLS 1.3 in transit, Postgres row-level security for per-firm tenant isolation, SOC 2 Type II audit underway, HIPAA BAAs available, GDPR/CCPA covered. Your data never trains AI models. ### For — Litigation URL: https://yescounsel.ai/for/litigation Purpose-built for litigation firms. Matter + docket management, AI discovery review, Motion Drafter agents, automated deadline docketing, AI time capture, IOLTA trust accounting, client portal with e-signatures. ### For — Estate Planning URL: https://yescounsel.ai/for/estate-planning Purpose-built for estate-planning firms. Will and trust document automation, branded client intake, AI drafting agents, native e-signatures, retainer-drawdown trust accounting, beneficiary conflict checks. ### For — MA URL: https://yescounsel.ai/for/ma Purpose-built for M&A teams. Deal management, AI contract review vs playbook, due-diligence workflows, fast-mandate conflicts, negotiation-memo agents, closing-binder e-signatures. ### Enterprise URL: https://yescounsel.ai/enterprise Enterprise deployment. Private Supabase region, firm-controlled encryption keys, SAML 2.0 / OIDC SSO (Okta, Entra ID, Ping, JumpCloud), SCIM v2 provisioning, data residency options, tamper-evident audit logs. ### Customers URL: https://yescounsel.ai/customers Customer stories. Currently one firm live in production — Basnet Attorneys at Law. Additional case studies publishing as firms approve them. ### About URL: https://yescounsel.ai/about About YesCounsel — team, values, and why we're building an AI-native operating system for law firms instead of another point tool. ### Blog URL: https://yescounsel.ai/blog Insights on law firm AI, automation, matter management, attorney billing, trust accounting compliance, and client portal strategy. Written by the team building the platform. ### Contact URL: https://yescounsel.ai/contact Contact the team. Book a 30-min demo with an engineer (not a salesperson), request a security review, or ask a question. Reply within one business day. ### Terms URL: https://yescounsel.ai/terms Terms of Service. ### Privacy URL: https://yescounsel.ai/privacy Privacy policy and data-handling addendum. ### Login URL: https://yescounsel.ai/login Sign in to your firm workspace. ### Register URL: https://yescounsel.ai/register Start a free 14-day trial. No credit card. Workspace provisions in 60 seconds. --- ## Blog posts ### Best Law Practice Management Software in 2026: The Complete Comparison Chart URL: https://yescounsel.ai/blog/best-law-practice-management-software-2026-comparison Category: Practice Management Published: 2026-04-15 Read time: 20 min read An independent, side-by-side comparison of the top law practice management software platforms in 2026 — Clio, MyCase, PracticePanther, CosmoLex, Smokeball, Rocket Matter, and YesCounsel. We compare pricing, AI capabilities, trust accounting, billing, matter management, client portal, e-signatures, document automation, and conflicts checking so your firm can pick the right law firm management system without a 60-day free trial cycle. ### Law Practice Management Software Free: What Actually Exists in 2026 URL: https://yescounsel.ai/blog/law-practice-management-software-free-whats-available Category: Practice Management Published: 2026-04-10 Read time: 17 min read Looking for free law practice management software? Here's an honest breakdown of every free and freemium legal practice management tool available in 2026 — what they include, what they don't, and where the hidden costs show up. We cover the real trade-offs between free law firm software, open-source options, and why founding-cohort pricing on modern platforms often beats 'free' on total cost of ownership. ### What a Law Practice Management System Should Do in 2026 (Complete Checklist) URL: https://yescounsel.ai/blog/law-practice-management-system-core-capabilities Category: Practice Management Published: 2026-04-05 Read time: 19 min read A modern law practice management system is no longer just matter management and time-tracking. We walk through the 14 capabilities every law practice management system needs in 2026 — AI-assisted legal research, contract review, drafting agents, automated time capture, IOLTA trust accounting, billing, native e-signatures, client portal, conflicts, intake, approvals, workflow automation, reporting, and knowledge base — and how to evaluate each one during a vendor demo. ### Law Practice Management Software for Canadian Firms: 2026 Guide URL: https://yescounsel.ai/blog/law-practice-management-software-canada Category: Practice Management Published: 2026-03-31 Read time: 16 min read A Canadian-first guide to choosing law practice management software. We cover Law Society of Ontario (LSO) and provincial-bar trust-accounting requirements, PIPEDA and provincial privacy law compliance, Canadian data-residency options, CAD billing and LEDES export, GST/HST on legal fees, bilingual (English/French) intake, and the differences between US-built platforms and systems actually tested against Canadian rules. ### Law Practice Management CLE Credits in 2026: State-by-State Guide URL: https://yescounsel.ai/blog/law-practice-management-cle-credits-2026-guide Category: Compliance Published: 2026-03-30 Read time: 15 min read Earn law practice management CLE credits while you actually improve your practice. This state-by-state guide covers which jurisdictions require law practice management CLE, which approved courses count (ABA, state-bar, private providers), how much ethics and tech-competency credit you can stack, and free and low-cost options for solo and small-firm attorneys in 2026. ### How AI Is Transforming Legal Document Review in 2026 URL: https://yescounsel.ai/blog/how-ai-is-transforming-legal-document-review-in-2026 Category: AI & Technology Published: 2026-03-28 Read time: 15 min read AI-powered legal document review is cutting discovery and due-diligence review time by 60–80% while improving recall and consistency. This deep dive covers the underlying models, the workflow changes firms are making, accuracy and bias controls, privilege review at scale, and how AI legal document review fits into a broader law practice management software stack. ### The Complete Guide to Trust Accounting Compliance for Law Firms URL: https://yescounsel.ai/blog/the-complete-guide-to-trust-accounting-compliance Category: Compliance Published: 2026-03-22 Read time: 18 min read Trust accounting is where most state-bar grievances start. This guide walks law firms through IOLTA rules, three-way reconciliation, retainer drawdowns, ABA Model Rule 1.15, state-by-state variations, and the automation every modern law practice management system should provide so your trust account never falls out of compliance again. ### 5 Legal Billing Strategies That Can Grow Firm Revenue by 30% URL: https://yescounsel.ai/blog/5-billing-strategies-that-increased-firm-revenue-by-30 Category: Billing Published: 2026-03-15 Read time: 17 min read Top-performing law firms don't bill more hours — they capture more of the hours they already work and price them better. We break down five legal billing strategies (automated time capture, alternative fee arrangements, value-based billing, retainer drawdown automation, and realization-rate dashboards) that consistently lift law firm revenue by 20–35% without burning out attorneys. ### Building a Law Firm Client Portal Clients Actually Log Into URL: https://yescounsel.ai/blog/building-a-client-portal-that-clients-actually-use Category: Practice Management Published: 2026-03-10 Read time: 17 min read Most law firm client portals go unused because they were built for attorneys, not clients. We cover the portal design patterns that actually drive client adoption — branded onboarding, mobile-first messaging, document signing without account creation friction, matter-status visibility, and automated payment reminders — and how to pick a law practice management software with a client portal worth paying for. ### The State of Legal Technology: 2026 Market Report URL: https://yescounsel.ai/blog/the-state-of-legal-technology-2026-market-report Category: Industry News Published: 2026-03-05 Read time: 37 min read Our annual state-of-legal-technology report covers AI adoption curves across AmLaw 200 and small firms, the law practice management software market consolidation, the rise of all-in-one law firm operating systems, customer-retention data on Clio vs. MyCase vs. PracticePanther, pricing trends, and the fifteen legal-tech product categories seeing the biggest efficiency gains in 2026. ### Implementing AI-Powered Legal Research: A Step-by-Step Guide URL: https://yescounsel.ai/blog/implementing-ai-powered-legal-research-a-step-by-step-guide Category: AI & Technology Published: 2026-02-28 Read time: 27 min read A hands-on guide to adopting AI-powered legal research at your firm — picking a provider, building a firm-scoped knowledge base, writing prompts that hold up under cite-checking, quality-assurance workflows to avoid hallucinated citations, integration with your matter management, and the metrics that actually prove ROI on AI legal research spend. --- ## Frequently asked questions ### Does YesCounsel replace Clio? Yes. YesCounsel is a full replacement for Clio Manage, Clio Grow, and Clio Payments. Firms migrating from Clio typically also decommission their separate AI research tool (Harvey or CoCounsel), their contract-review tool (Spellbook), their e-signature subscription (DocuSign / Dropbox Sign), and their passive time-capture tool (Billables.ai) because those are all native to YesCounsel. ### How is YesCounsel different from Harvey or CoCounsel? Harvey and CoCounsel are AI features bolted onto a separate workflow tool. YesCounsel is the workflow tool itself, with AI built directly into every matter, document, and billing entry. Your AI has full context on the matter it is working on because the AI and the matter live in the same system. ### Is my data used to train AI models? No. Customer data is never used to train AI models, ours or any third party's. AI calls are zero-retention through enterprise-grade providers. ### Which jurisdictions does trust accounting support? All 50 US states plus DC, with rule presets aligned to each state-bar's IOLTA requirements. Three-way reconciliation runs automatically. ### How many customers does YesCounsel have today? We are in a founding-cohort phase with one firm live in production and additional firms onboarding under signed letters of intent. We publish customer stories as each firm approves attribution. ### How fast can a firm migrate? Workspaces provision in 60 seconds. Typical migration from Clio (matters, contacts, documents, time entries, trust balances) completes in under two weeks with our migration team.