Nexus in your firm's workflow
Keep active matters, tasks, communications, billing, and trust workflows connected. LegalsOne configures the platform around a firm's processes during onboarding. The exact setup should be reviewed with your team before launch.
What this module covers
- Matter tasks and deadlines
- Billing and invoicing
- Trust and contingency workflows
How these pieces are introduced depends on the work your firm wants to bring into one system. Review your current process and decide who needs to see, enter, approve, and report on each step.
See it with your own example
Open a sample matter. Follow a deadline, staff handoff, client update, and bill so everyone can see the same operating picture.
Bring the people who use this process into the demonstration. Ask what is available in the proposed build, what needs configuration, and what the team will be responsible for maintaining.
Explore related modules
Share the workflow you want to improve, and ask us to show how Nexus could support it.
Book a discovery call