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.
- check_smallPredictive matter risk alerts
- check_smallAutomated task assignment by role
- check_smallReal-time progress dashboards
- check_smallCross-module data unification
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.
- check_smallAI-assisted clause drafting
- check_smallLogic-based conditional templates
- check_smallFull version control & history
- check_smallIn-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.
- check_smallPassive time capture across all activities
- check_smallAll billing models supported
- check_smallIOLTA-compliant trust accounting
- check_smallReal-time compliance dashboards
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.
- check_smallWhite-labeled client portal
- check_smallSecure in-platform messaging
- check_smallDocument sharing & e-signatures
- check_smallInvoice 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.
- check_smallCase law & statute search
- check_smallCitation analysis
- check_smallIntelligent memo drafts
- check_smallJurisdiction-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.
- check_smallCourt calendar sync
- check_smallSOL calculators
- check_smallJurisdiction-aware rules
- check_smallFirm-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.
- check_smallCustom KPI dashboards
- check_smallProfitability reports
- check_smallUtilisation metrics
- check_smallPractice 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.
- check_smallMicrosoft 365 & Google Workspace
- check_smallQuickBooks & Stripe
- check_smallClio & MyCase
- check_smallOpen REST API
Enterprise Security
SOC 2 Type II certified with end-to-end encryption, role-based access controls, IP whitelisting, and comprehensive audit trails. Your client data is always protected.
- check_smallSOC 2 Type II certified
- check_smallEnd-to-end encryption
- check_smallRole-based access controls
- check_smallImmutable 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.
- check_smallVisual workflow builder
- check_smallTrigger-based automation
- check_smallCross-module task routing
- check_smallClosure 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.
- check_smallAI-powered precedent search
- check_smallCollaborative wikis
- check_smallTemplate & clause libraries
- check_smallExpertise 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.
- check_smallDigital intake forms
- check_smallAutomated conflict checks
- check_smallEngagement letter generation
- check_smallLead scoring & pipeline
Cloud Infrastructure
Built on enterprise-grade cloud infrastructure with 99.9% uptime SLA, automatic scaling, multi-region deployment, and hourly encrypted backups.
- check_small99.9% uptime SLA
- check_smallAuto-scaling compute
- check_smallMulti-region deployment
- check_smallHourly 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.
- check_smallRole-based onboarding flows
- check_smallVideo tutorial library
- check_smallCertification programmes
- check_smallDedicated CSM (Enterprise)
Connects to everything you already use.
Native two-way integrations with the tools your firm already relies on — plus an open REST API and Zapier-compatible webhooks for any workflow you can imagine.
+ dozens more via Open API & Zapier
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 | cancelSiloed spreadsheets or standalone PMS | check_circleAI-driven unified matter lifecycle across all practice areas |
| Document Drafting | cancelManual templates in Word; version chaos | check_circleAI-assisted drafting with version control and secure sharing |
| Time Capture & Billing | cancelSeparate time-tracking app + billing software | check_circleAutomatic time capture, flexible billing, and trust accounting in one module |
| Client Communication | cancelEmail threads, no audit trail | check_circleBranded secure portal with full message history and document exchange |
| Legal Research | cancelExternal research tools, manual citation | check_circleIn-platform AI research with citation analysis and memo drafts |
| Deadline Management | cancelCalendar app, manual SOL tracking | check_circleJurisdiction-aware automated calendaring with firm-wide sync |
| Compliance & Security | cancelFragmented tools, inconsistent access controls | check_circleSOC 2 Type II, RBAC, E2E encryption, immutable audit trails |
| Reporting & Analytics | cancelManual exports to Excel; delayed insights | check_circleReal-time KPI dashboards across every practice group and module |
Ready to see it in action?
Walk through the full platform with a product specialist who can tailor the demonstration to your firm's specific practice areas and workflow requirements.
lockNo credit card required · Cancel any time · SOC 2 Type II certified