Convert your legal team's spreadsheets into a secure web app
Matter tracking, billable hours, retainer/trust ledgers, and conflict checks — off shared Excel files and into a permissioned web app with a full audit trail.
Law firms run a surprising amount on Excel — matter lists, billable-hour logs, retainer and trust balances, conflict checks. It works until several people need the same file at once and accuracy and confidentiality really start to matter.
We convert those workbooks into a web app that keeps the calculations and reports you rely on and adds what legal work demands: validated inputs, role-based permissions, and a full audit trail so the record is defensible.
Where legal teams hit the wall
Version chaos across the team
Paralegals and attorneys each keep a copy, so nobody's sure which matter list is current and edits get overwritten.
No audit trail
When an entry is questioned you can't show who changed it or when — a real problem for compliance and review.
Confidential data in a shared file
Client data sitting in a passed-around spreadsheet is hard to secure and hard to limit to the right people.
Manual billing roll-ups
Billable hours get stitched together by hand each cycle instead of pulled from one live system.
What we build for you
Permissions & audit trail
Role-based access to matters, plus a full log of every change with user and timestamp.
Matters, hours & trust ledgers
Matter/case tracking, billable-hours capture, and retainer/trust ledgers rebuilt as one multi-user app.
Deadlines & conflict checks
A limitation/deadline calendar and a searchable conflict-check list, live for the whole team.
Example use cases
- Matter/case tracker with per-matter access control.
- Billable-hours capture feeding billing without manual roll-ups.
- Retainer/trust ledgers with a full change history.
- Conflict-check list everyone searches before taking a matter.
Frequently asked
Is it secure and confidential enough?
Yes — your own database, role-based access, and an audit trail, far safer than a shared spreadsheet.
Can staff see only their own matters?
Yes — access is scoped per user and role.
Will we lose our historical data?
No — it's migrated and reconciled against the old files before cutover.
What's the cost and timeline?
Quoted up front after a free review; RalphAI, our in-house AI, accelerates the build to keep it faster and lower-cost.
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Learn more →Ready to move your Legal spreadsheets?
Send us your files for a free system review — we'll tell you what we see and what it would take, with an up-front quote.
Send us your files