Can the system run conflict checks?

Yes. Intake details can be checked against existing clients, opposing parties and related entities in your records, with possible matches flagged for review. The rules for what counts as a match and who reviews it are set by your firm. The software supports the process; your team makes the decision.

Can documents be assembled from matter data?

Yes. Templates can pull names, dates, addresses and terms from the matter record, with optional clauses chosen by the drafter. Generated documents keep version history and can go through review and approval before being sent for electronic signature or filed.

Is the client portal secure enough for sensitive documents?

The portal can include encrypted storage and transfer, multi-factor login, per-matter access and audit logs of who viewed or downloaded what. Your firm decides what level of security its obligations require, with your advisers, and Desverso builds and documents the controls to meet those requirements.

Can it connect to our accounting and calendar tools?

Usually, yes. Time and billing data can sync with accounting software, and court dates and deadlines with shared calendars, through the APIs those tools provide. We confirm what your current systems support during discovery and plan how the two stay in step.

Industries · Legal

Matter management and client portals for law practices

Desverso builds matter management, document workflow and client portal software for law firms and legal teams, keeping matters, documents, deadlines and client communication together across months of work, built to requirements you set.

Matter management
Document workflows
Client portals

Talk about your business What we build

The everyday friction

What slows legal down — and what we build

What gets in the way

Matters spread across tools
Notes sit in email, documents on shared drives and deadlines in personal calendars, so getting a full picture of one matter means searching several places.
Document versions multiply
Drafts circulate as attachments with similar names, and the team spends time confirming which version was sent, signed or filed with the court.
Clients asking for updates
Clients call and email for status because they cannot see progress, and fee earners lose time on updates that a secure portal could provide.

What we build

Matter management
A record for each matter holding parties, key dates, tasks, notes, time entries and related documents, with conflict checks and deadline reminders for the team.
Document workflows
Templates, assembly from matter data, version control, review and approval steps, and electronic signature, so the current document is always clear.
Client portals
A secure space for clients to share documents, sign forms, see matter status and messages, and pay invoices, without relying on email attachments.
Client intake and conflicts
Online intake forms that collect enquiry details and run them against existing parties before a new matter is opened.
Time and billing capture
Time entries from tasks, calls and documents, with billing rules per matter and invoice drafts that connect to your accounting software.

The journey, connected

The client journey, enquiry to close

01
Make an enquiry
The prospective client completes an intake form, and details are checked against existing parties before anyone responds.
02
Sign the engagement
Engagement documents are generated from intake data and signed electronically, opening the matter with its key dates.
03
Work the matter
Documents, tasks and deadlines are tracked in one record, and the client sees agreed updates in their portal.
04
Close and bill
Final documents are delivered, invoices are issued and paid online, and the matter is archived under your retention rules.

Systems that fit

Where to start

Services & work

How we deliver for legal

Services involved

FAQ

Legal: common questions

Something else? Ask us directly.

Yes. Intake details can be checked against existing clients, opposing parties and related entities in your records, with possible matches flagged for review. The rules for what counts as a match and who reviews it are set by your firm. The software supports the process; your team makes the decision.

Let’s work together

Building for legal?

Tell us how your business works. We’ll show you what we’d build — and give you a fixed quote before anything starts.

Book a strategy call All industries

Matter management and client portals for law practices

Matters spread across tools

Document versions multiply

Clients asking for updates

Matter management

Document workflows

Client portals

Client intake and conflicts

Time and billing capture

Make an enquiry

Sign the engagement

Work the matter

Close and bill

01Can the system run conflict checks?

02Can documents be assembled from matter data?

03Is the client portal secure enough for sensitive documents?

04Can it connect to our accounting and calendar tools?

Building for legal?