Product

One platform. Every workflow.

Eighteen integrated modules, from pipeline to payout and court tracker to CFO dashboard, all built around the matter. Here’s what each one does.

Core Platform

The shared substrate every team in the firm works from.

  • Unified dashboard with productivity heatmaps and partner-revenue tiles
  • Multi-org switcher, role-based access, and granular permissions
  • Firm-wide calendar across matters, court events, and leaves
  • Branding, entities, practice areas, and approval workflows out of the box
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CRM & Pipeline

Turn pitches, relationships, and referrals into closed matters.

  • Weighted opportunity kanban with practice-mix and win-rate visibility
  • Contacts, clients, and client groups, with rollups for holding cos
  • Leads, opportunities, and ROI tracking on every outreach effort
  • Conflict checks flow straight into matter opening
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Matter Management

The matter is the only organising unit a firm actually uses. Firmtalk is built around it.

  • One object holds tasks, time, documents, billing, expenses, and vendors
  • Kanban, table, and canonical Matter Master views
  • Per-matter, per-client, per-practice P&L
  • Conflicts, rate cards, and court cases linked to every matter
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Tasks

Where matter work actually gets done, visible to everyone who needs to see it.

  • Personal to-dos, kanban boards, and recurring tasks
  • Subtasks, labels, dependencies, and threaded comments
  • Every task tied to a matter, client, or team member
  • Board-level filters and saved views for partner reviews
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Documents

Native co-authoring in the tools your lawyers already use every day.

  • Microsoft 365 and Google Workspace co-authoring
  • Templates and precedents tied to the matter
  • Knowledge base for firm-wide know-how
  • Client intake forms, internal and public-link variants
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Timesheets

Every billable second, captured without friction.

  • Week and month calendar with click-to-log entries
  • Timer with idle detection plus AI-suggested entries from email and calendar
  • Resourcewise and matterwise pivot exports for partners and finance
  • Approval queues with linked expenses and write-up controls
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Billing & Invoices

Time captures itself. Bills go out the same day.

  • Same-day invoicing with multi-step approval chains
  • Multi-currency billing and GST e-invoicing with IRN and QR
  • Partner revenue, payouts, and bulk payment reconciliation
  • Realisation leaks surfaced the week they happen
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Finance & Profitability

Profitability intelligence your CFO didn't have last year.

  • Live MTD vs target with aging AR surfaced early
  • Chart of accounts, journals, budgets, and bank reconciliation
  • Procurement, fixed assets, recurring entries, and payroll rec
  • Practice and partner P&L with Tally export
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Expenses

T&E that runs itself, from receipt to reimbursement.

  • Snap receipts on mobile with OCR auto-categorisation
  • Trip plans, mileage logs, and per-diem rates
  • Cash advances, delegations, and policy enforcement
  • Billable expenses flow straight to matter invoices
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Vendors

Centralised vendor management across every practice and office.

  • Vendor directory, panels, engagements, and contracts
  • Tenders, bids, and invoices in one procurement rail
  • Dedicated vendor portal for invoices, documents, and tasks
  • Spend analytics per matter, practice area, and panel
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Legal Tools

Court tracking and research, built for Indian practice.

  • eCourts integration with automatic case-status sync
  • Court map with geo view and per-court calendar
  • Indian legal database research with citation-aware search
  • Hearing dates pulled straight into the matter timeline
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Messaging

Internal collaboration without leaving the matter.

  • Channels, direct messages, and huddles for the whole firm
  • Conversations tied to matter, client, or team context
  • Threaded discussions with file sharing and search
  • Replaces the patchwork of email threads and chat apps
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Teams & HR

HRMS, utilisation, and performance, in a single view leadership actually uses.

  • Attendance, leaves, shifts, and geofenced kiosk clock-in
  • Payroll, payslips, and statutory components
  • Recruitment pipeline, performance reviews, and OKRs
  • Pulse surveys, kudos, loans, and issued-asset tracking
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Reports & Analytics

Every number your CFO and partners ask for, without a BI team.

  • Operational reports: AR aging, WIP, realisation, matter P&L
  • Custom report builder with saved templates
  • AI report builder: describe it in plain English, get the chart
  • Scheduled reports with email delivery and alerts
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Q, the AI Agent

The firm's AI knowledge worker, on call across every module.

  • Multi-turn agentic chat with citations from the firm's own data
  • Daily briefing: what's on your plate, every morning
  • Voice in, voice out across web and mobile
  • Triggers charts, reports, and alerts on demand
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Training & Academy

Onboard fast. Adopt fully. Keep teams sharp.

  • Role-based learning paths for partners, associates, and staff
  • Markdown, screenshot, video, and in-product tour lessons
  • Driver.js-powered walkthroughs launched from anywhere in the app
  • Completion and abandonment insights for the admin team
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India Tax & Compliance

Indian statutory work, built into the same platform.

  • GSTR-1 and GSTR-3B filings, HSN summary, and e-Invoice register
  • TDS Form 26Q and 24Q exports
  • Form 16 and 16A generation
  • Form 26AS reconciliation against the books
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Security & Governance

Enterprise-grade governance, from day one.

  • SOC 2 and ISO 27001 track
  • Full audit trails across every action and module
  • Role-based access, permissions v2, and end-to-end encryption
  • GDPR-aligned, with data resident in your tenancy
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