Product tour

See Proserus Legal

These are real screens from the app, filled with a fictional demo firm. Documents, email and calendar stay in your firm’s own Microsoft 365, processing stays in the US, and anything the AI drafts is for a lawyer to review.

Every open matter in one list

Files by number, client, practice area, phase and billing type. Each matter has its own SharePoint site in your tenant.

Proserus Legal Files list for a fictional firm: seven open matters with file number, client and matter description, practice area, phase, status and billing type.

A matter at a glance

Status, phase and billing arrangement next to the trust balance, open invoices, fees, expenses and unbilled time.

Proserus Legal matter page for a fictional personal-injury file: status, phase and contingency billing, with a financial summary of trust balance, outstanding invoices, total fees, expenses and unbilled time.

Conflict checks that show their work

Every hit lists the party, their role, the matter it came from and how it matched, then records how the check was resolved.

Proserus Legal conflict-of-interest check for a fictional surname: a review-needed result listing a current client and an active matter, each with its role, where it was found and how it matched.

Time entries with rates applied

Each entry carries its matter, narrative, hours and the timekeeper’s rate, totalled as you go.

Proserus Legal time entries list for a fictional firm: date, matter, narrative, timekeeper, hours, rate and total for each entry, with the period total.

Batch billing from unbilled work

Scan every active matter for unbilled time and expenses, then pick the ones to pre-bill.

Proserus Legal batch billing for a fictional firm: active matters with billing type, unbilled fees, unbilled expenses and total, ready to select for pre-bills.

Trust balances by client and matter

What every client ledger holds in trust, with a printable report, alongside monthly three-way reconciliation.

Proserus Legal trust balance report for a fictional firm: total trust balance, the number of matters holding funds, and each matter’s client and trust balance.

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