Legal Work · Clients
The whole client on one page — and an AI that reads all of it and tells you what it means.
Included with EdgeLex · Available across web and mobile
$176.44Trust Balance
$2,500.00Collection Rate
94%Matters
6
jordan.hale@mailbay.comPhone
(510) 555-0132Date of Birth
1981-03-07Address
214 Seaview Ter, Alameda, CA 94501
Tags: quick_intake · Created Apr 17 · Last contact Aug 13
TOTAL BILLED
$2,940.00COLLECTED
$2,763.56OUTSTANDING
$176.44AR Aging
$2,500.00 depositedWork in progress
$2,125.14 · 128.2 billable hrs
All 6Open 3
The problem
The client's story is scattered — emails in one place, billing in another, notes in a third, and the judgment call (is this case worth taking? is this lead real?) lives in someone's head. Nothing connects what the firm knows to what the firm should do next.
One client, end to end
Known. Documented. Billed. Scored.
Follow one client through the system — every screen below is the real product.
01 · Known
One client, whole — contact to trust balance.
The 360 opens on everything at once: contact details, every matter with its status, and financial health — billed, collected, outstanding, AR aging, trust balance, and work in progress down to the billable hour.
$176.44Trust Balance
$2,500.00Collection Rate
94%Matters
6
jordan.hale@mailbay.comPhone
(510) 555-0132Date of Birth
1981-03-07Address
214 Seaview Ter, Alameda, CA 94501
Tags: quick_intake · Created Apr 17 · Last contact Aug 13
TOTAL BILLED
$2,940.00COLLECTED
$2,763.56OUTSTANDING
$176.44AR Aging
$2,500.00 depositedWork in progress
$2,125.14 · 128.2 billable hrs
All 6Open 3
02 · Documented
Notes are work product, not sticky notes.
Client notes carry structure a bar auditor would recognize: type, priority, confidentiality marked Attorney Work Product, significance, and phase — with a rich editor, entity extraction, comments, and version history. Lex selections file here automatically.
$176.44Trust Balance
$2,500.00Collection Rate
94%Matters
6
Type: ResearchPriority: MediumConfidentiality: Attorney Work ProductSignificance: Important
Note content · rich editor with headings, lists, links, and legal mentions
Selection source: Platform Services Agreement
This Platform Services Agreement is made as of [Effective Date] between Meridian Software, Inc., a Delaware corporation (“Provider”), and the entity identified on the signature page (“Customer”)…
WHEREAS, Provider offers a cloud-based platform… WHEREAS, Customer desires to access and use the Platform subject to the terms herein.
03 · Billed
Financial truth, not a spreadsheet reconciliation.
WIP time and expenses, invoices, AR aging with real dollars on the bar, trust accounting, and a collection summary — per client, across every matter, always current.
$176.44Trust Balance
$2,500.00Collection Rate
94%Matters
6
OverviewTimeExpensesTransactionsInvoicesTrust
Time (WIP)
$1,980.00128.2 hrs (9 entries)
Expenses (WIP)
$145.1450 expenses
Total Billed
$2,940.00Outstanding
$176.444 invoices across 6 matters
Trust Balance
$2,500.001 transaction
● Current · ● 31–60 days · ● 61–90 days · ● 90+ days
94%
$2,763.56 of $2,940.00 billedActive Matters
6
with billing activityTrust Deposits
$2,500.00
$0.00 disbursed
04 · Scored
Advisory intelligence that shows its work.
AI Insights scores the lead journey, case outlook, and economics — and every factor names its source in the how-we-calculated-this table. The score is advisory; the lawyer decides what a case is worth.
Case economics: est. recovery $76,300 · cost to trial $28,400 · net range $41–48k
Lead journey: engagedRisk: fee sensitivity
Scoring is advisory — the lawyer decides what a case is worth. Nothing here auto-acts.
Every factor names its source — the score shows its work or it doesn’t ship.
The difference
A CRM that knows it works at a law firm.
Generic CRMs track deals. This one tracks privilege, trust balances, and matters — notes carry work-product confidentiality, financials reconcile to the trust ledger, and the AI’s opinion of a case arrives with its sources attached and its authority explicitly advisory.
The billing engine underneath →Privilege-aware
Notes and communications carry confidentiality classes, not just timestamps.
Trust-true
Client financials reconcile to real trust accounting — deposits, disbursements, aging.
Advisory scoring
Win probability and economics show their sources. The lawyer decides.
Capabilities
What it does
The client, on one page
Overview, communications, notes, documents, billing, and co-counsel — one profile with the numbers on top: outstanding, trust balance, collection rate, and active matters. Open a client and you know where you stand in five seconds.
AI Insights: the lead journey, scored
For every prospective client, Lex builds the full intake perspective — lead score, practice area, urgency and risk, and a confidence level — with an AI synopsis, extracted key facts (case types, opposing parties, employer, family relationships), and a concrete next best action. Triage stops being a gut call.
AI Insights: case economics and win probability
Matter scorecards estimate win probability, projected recovery, and the loss/unprofitable split — portfolio-wide and per matter. Borderline cases get called out as borderline, with what evidence would move the analysis, before you commit resources.
Shows its work
Every insight carries a "How we calculated this" panel — the sources used, what was taken from each, and its impact on the result. An estimate you can interrogate is advice; one you can't is a liability.
Financial health at a glance
Total billed, collected, and outstanding with AR aging, trust balance against deposits, and work in progress with billable hours — computed from the same billing engine that runs your invoices, not a separate report.
Every communication, captured
Emails in and out, court eService notices, e-filing confirmations, calls, and notes land on the client's timeline automatically — matter-linked and searchable. The file is complete because it builds itself.
Notes that know your practice
A rich note editor with legal mentions — @ for contacts, # for matters, $ for bills — confidentiality and work-product classification, and provenance-preserving capture: save a Lex answer, a document selection, or an email straight into the client's notes.
Co-counsel and fee splits
Track co-counsel relationships and fee-split arrangements on the client record, where the money conversation actually belongs.
In your control
Client data lives in your system of record. AI Insights read from it under the same governance as everything else — and every insight is sourced, so nothing arrives as an unexplainable verdict.
Related
Works with
Client Intake
Public intake forms, lead scoring, conflict checks, and one-click conversion to a fully populated matter.
Matters
Matter lifecycle, conflict checks, risk scoring, related-proceeding tracking, and a matter workspace the AI understands.
Billing & Trust
Time/expense capture, UTBMS coding, invoicing, trust accounting with reconciliation, retainers, and payment plans.
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