Industry

Legal Services

Case management, intake, and client portals.

Overview

Law firms and legal-services providers need systems for intake, matter management, documents, and client communication. Novalify builds case management platforms, intake portals, and document automation for firms and legal-tech.

Industry challenges

What makes legal services hard.

Manual intake and conflict checks

Intake done through forms, email, and Word documents.

Document sprawl

Matter documents scattered across Outlook, SharePoint, and personal drives.

No client portal

Clients call or email for updates because there's nowhere to check.

Time and billing pain

Time capture inconsistent, billing cycles slow.

Digital opportunities

Where technology moves the needle.

Digital intake and conflict check

Structured intake with automatic conflict checks and file creation.

Matter and document workspace

Single source of truth for every matter, with permissions and audit.

Client portal

Secure portal for documents, milestones, invoices, and messages.

Document AI

Assisted drafting, review, and summarisation for specific document types.

Typical solutions

What we typically build.

Matter management systems
Client portals
Document automation
Intake and conflict-check flows
Time and billing integrations
Recommended services

Services we recommend for legal services.

Technology stack

Tools and platforms.

ReactPostgres with RLSSupabase StorageOpenAI / AnthropicXero / QuickBooks integrations

Building something in legal services?

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