Clients & contacts
Email · Phone · Company
active → inactiveAURTIV / Legal practice
AURTIV Counsel
A clear matter workspace for every client.
Legal practiceAURTIV Counsel
One place for the work that matters.
Matters & engagements
Client · Practice area · Opposing party · Conflict-check evidence · Responsible lawyer · Next review
intake → conflict review → active → closed → declinedHearings & verified deadlines
Matter · Court / authority · Case reference · Verified date · Responsible lawyer · Preparation notes
scheduled → prepared → attended → adjourned → cancelledDocument register
Matter · Document title · Version · Review date
draft → review → approved → filed → archivedBillable time
Matter · Work date · Professional · Minutes · Hourly rate
draft → approved → billedInvoices & collections
Customer · Invoice total · Received · Due date
draft → issued → paid → voidMatter tasks
Client · Due date · Responsible person · Notes
todo → in progress → completed → cancelledReceipt register
Invoice · Amount · Paid on · Method
recordedFROM DAILY WORK TO YOUR NEXT MOVE
A clear matter workspace for every client.
Legal Practice & Case Management combines structured workflows, private records and explainable Overview intelligence.
STEP 01 / A SHARED WAY OF WORKING
Capture the record
Keep the starting record, its owner and its next action together. Your team can work from the same context.
WORKFLOW SNAPSHOTSample data
See where work stands.
One view of the stages your team manages.
Capture the record
16
Assign and prepare
12
Review and complete
8
Understand and follow up
5
Illustrative records by stage. This is an example, not live customer data or a performance claim.
Keep records and handoffs together
Bring the information together so it is easier to find and act on.
Review exceptions from current account data
Use structured stages, ownership and review points to keep work moving.
Control company access and usage
Use the records you already capture to plan your next action.
CONTEXT, BEFORE COMPLEXITY
See what needs attention. Understand why.
Overview intelligence highlights saved overdue work, approaching expiries and workflow bottlenecks. Each finding explains the source and links to the relevant records.
Ask follow-up questions by text or voice. Answers use your permitted account records and your existing daily AI allowance.
YOUR DAILY BRIEFINGReview. Decide. Move forward.
Current records → Clear findings → Relevant workflow
Illustrative workflow · no invented performance resultsYour business. Your controls.
Private company workspace
Scoped company records, staff roles, independent review where required, and an audit trail.
Connected AURTIV applications
Open subscribed Suite applications and private document storage using existing company access. Financial posting remains an explicit reviewed workflow.
Build the right package
Contact us for subscription pricing, onboarding and optional custom feature development. Request a package tailored to your workflows and team.
Discuss a custom package ↗︎Make room for better work.
See the actual workspace with fictional demonstration data.
Open Legal Practice & Case Management ↗︎EXPLORE WHAT IS AVAILABLE
Less searching. More understanding.
The tools behind Legal Practice & Case Management, grouped around the work they help you do. Availability depends on your plan, enabled modules and role.
Your core workspace
- Clients & contacts
- Matters & engagements
- Hearings & verified deadlines
- Document register
- Billable time
- Invoices & collections
- Matter tasks
- Receipt register
Your specialist workflows
- Clients & contacts
- Matters & engagements
- Hearings & verified deadlines
- Document register
- Billable time
- Invoices & collections
- Matter tasks
- Receipt register
Operational controls
- Version-checked edits and an audit trail
- Reviewable status changes
- Current-record Overview findings
- Cloudflare text and voice assistance
Adapt the workspace to your business
- Typed custom fields for workspace details and permitted records
- Industry-specific starter fields that you can extend
- Reviewed CSV updates to existing custom details, up to 20 rows per batch
- CSV-assisted entry into supported business forms
- Review document details before filling supported business forms
- Cloudflare document extraction with your account AI allowance
Shared account essentials
- Private company or organization workspace
- Role-aware access and private file uploads
- Read-only Business Agent for permitted questions
- Customer-visible usage and renewal details
- Configurable seat, document, record and AI allowances
- Password login, Google sign-in and account recovery
Choose the capabilities your team needs during onboarding. Payment records do not verify online payments. External messaging, device connections and regulated or certified compliance workflows require a separately agreed scope.
Inside Legal Practice & Case Management
Understand the system.
See how it helps.
Legal Practice & Case Management combines structured workflows, private records and explainable Overview intelligence. Explore the operating flow, application architecture and access controls behind the workspace.
- STEP 01Capture the recordCapture the starting information in the relevant workspace records.
- STEP 02Assign and prepareCoordinate the people, resources and next actions using the enabled modules.
- STEP 03Review and completeRecord progress and review the work within your assigned permissions.
- STEP 04Understand and follow upUse permitted reports and records to review the outcome and next steps.
Keep records and handoffs together
Relevant capability area: Your specialist workflows. Clients & contacts. Matters & engagements.
Review exceptions from current account data
Relevant capability area: Operational controls. Version-checked edits and an audit trail. Reviewable status changes.
Control company access and usage
Relevant capability area: Adapt the workspace to your business. Typed custom fields for workspace details and permitted records. Industry-specific starter fields that you can extend.
How is this application structured?
The browser workspace presents the enabled Legal Practice & Case Management modules. Requests go to application APIs on Cloudflare Workers, where the signed-in account, company scope and product permissions are checked. Structured business records are stored in D1; supported private file workflows use R2. A shared platform does not mean shared access to another company’s records.
Subscription, role and module access determine which functions a user can use. Linked Corporate Suite applications require the relevant access and supported integration; they are not automatically included in every product plan.
How are company records and user access protected?
Protected API routes apply company and role checks on the server. Session cookies use HttpOnly and SameSite restrictions, with the Secure flag on HTTPS. Write operations use origin and CSRF checks, and API responses use no-store cache controls. Administrators should assign only the access each person needs and remove accounts when access is no longer required.
These are implemented application controls, not a guarantee of security or a compliance certification. Your deployment configuration, data handling, staff practices and recovery requirements also need review.
How should we use AI and reports responsibly?
Use the product’s permitted reports and supported read-only Business Agent questions to understand company records. Available sources depend on your role and enabled features. AI outputs should be checked against the underlying records, especially before financial, legal, health or other consequential decisions.
A model’s explanation does not itself authorise a business change. Product actions and approvals remain in their supported workflows. Confirm AI processing requirements before entering sensitive information, and keep public demonstration workspaces limited to fictional data.
What should we confirm before a rollout?
Walk through your actual capture the record to understand and follow up process. Confirm the modules, roles, import requirements, data retention, supported integrations and support coverage. Test representative scenarios in a suitable workspace and agree who owns onboarding and ongoing administration.
Expected benefits depend on the quality of your records and adoption by your team. Use the existing product scope and pricing details on this page to agree the fit; specialist regulatory, accounting or clinical requirements need separate assessment.