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Practice Management Capabilities

Connected practice management for South African law firms.

From client intake and conflict screening to court deadlines, document controls, billing drafts, and client portal access—Lexuno connects the key operating workflows.

Built for SA Law Practices Role-Aware Access Controls Fail-Closed Security Policy-Controlled AI
Operational Core

Matter Management & Intelligence

Organise legal matters with custom lifecycle stages, team assignment, matter budgets, and full chronological activity feeds that keep your whole team on the same page.

  • Custom matter phases (Intake, Pleadings, Discovery, Trial, Resolution)
  • Fee earner and team role assignments per matter
  • Financial budget tracking and fee estimates
  • Unified chronological activity and notes trail
  • Structured closed-matter archives and retention
Explore case management
Custody & Files

Document Custody & Evidence

Maintain an organised file registry directly linked to matters and clients. Manage versions, batch uploads, cryptographic integrity hashes, and review threads in one place.

  • Matter-scoped folder hierarchies and tags
  • SHA-256 cryptographic verification for sensitive legal files
  • Multi-document batch upload sessions
  • Revision history and comparison visualisers
  • Controlled visibility boundaries between firm and clients
Explore document custody
Deadlines & Hearings

Court Calendar & Tasks

Track statutory prescription dates, court hearing notices, consultations, and internal staff task allocations with automated deadline reminders.

  • Prescription and statutory limitation date tracking
  • Court appearance schedules and judge/magistrate notes
  • Task assignment with priority and due date indicators
  • Personalised daily agenda and team capacity views
  • Conflict-free consultation scheduling
Explore court deadline tracking
Client Experience

Client Portal & Digital Intake

Deliver a premium, secure digital experience for your clients. Invited clients access selected documents, upcoming appointments, and invoices through a dedicated portal.

  • Secure client access with OTP and magic links
  • Client intake questionnaires and FICA document collection
  • Selective document sharing with recorded custody events
  • Direct consultation booking with assigned practitioners
  • Invoice review and manual payment receipts
Explore client portal
Financial Control

Billing, Invoicing & Trust Accounting

Bridge legal work and cash flow. Record billable time, capture disbursements, draft professional invoices with South African VAT rules, and track payments.

  • Time tracking by fee earner with hourly & fixed-rate support
  • Disbursement tracking and expense attachments
  • Draft invoice generation with approval workflows
  • South African VAT calculations and invoice formatting
  • Trust vs business account operational visibility
Explore legal billing & trust
Automation

Workflows & Process Automation

Standardise routine legal procedures across your firm. Build custom multi-stage pipelines for conveyancing, litigation, estate administration, and commercial transactions.

  • Custom procedural stages and status progression rules
  • Automated task generation upon matter stage transitions
  • Partner approval gates for critical milestones
  • FICA RMCP verification tracking
  • Recurring procedural and administrative checklists
Compliance & Risk

Intake & Conflict Screening

Screen prospective clients and matters against existing parties, opponents, and related entities before engagement to prevent ethical conflicts of interest.

  • Conflict check screening across indexed matters and contacts
  • FICA Risk Management and Compliance Programme (RMCP) support
  • Engagement letter generation and template versioning
  • Multi-party relationship mapping
  • Recorded clearance notes for conflict screening decisions
Governed AI

Policy-Controlled AI Assistance

Use configured AI tools for document summarisation, draft comparison, and research assistance—with mandatory human review.

  • AI features operate under firm policy controls
  • Human attorney verification required for all AI suggestions
  • Eligible access and provider activation required
  • AI workspace tools can be toggled on or off at the firm level
  • Decision audit records for reviewed AI suggestions
Administration & Security

Role-Based Access & Firm Administration

Control access precisely based on professional roles. Manage multi-branch law firms, track supported administrative events, and maintain firm-scoped data boundaries.

  • Predefined roles: Owner, Partner, Associate, Paralegal, Candidate, Billing Admin
  • Multi-branch and practice group support
  • Supported audit records for sensitive workspace actions
  • Configured data retention and compliance-readiness tools
  • Data export utilities for supported workspace records
Explore security & governance
The Operational Difference

A single connected record for every legal matter.

Unlike generic project management software or fragmented tools, Lexuno is engineered specifically around the responsibilities, evidence custody, and operational workflows of South African legal practice.

Matter-Centric Context

Appointments, tasks, files, client communications, and billing always remain attached to the matter they belong to.

Firm-Scoped Boundaries

Your firm’s records remain protected within firm scopes. Multi-firm and client portal access is scoped to approved records.

Supported Audit Records

Sensitive actions, document operations, and administrative events produce recorded audit entries for operational tracking.

Grows With Your Practice

Start as a solo practitioner and scale into a multi-partner, multi-branch firm with adaptable role permissions.

Features FAQ

Frequently Asked Questions

Everything you need to know about Lexuno's practice capabilities, matter custody, court rules, and team permissions.

Can we track both High Court and Magistrates Court dates?

Yes. Lexuno's court calendar tracks hearing dates, pleadings, statutory prescription limits, CCMA proceedings, and consultation appointments with automated practitioner reminders.

How does matter-level document custody ensure file integrity?

Lexuno attaches every uploaded document, version, and evidence item directly to its corresponding matter or client. Supported sensitive files use SHA-256 cryptographic verification hashes.

Can staff roles and access levels be customised per fee-earner?

Yes. Lexuno provides predefined roles including Owner, Partner, Associate, Paralegal, Candidate Attorney, and Billing Admin, ensuring staff only access authorized matters and financial records.

How does the Client Portal protect internal firm discussions?

The Client Portal is an isolated external interface. Clients can only access documents, invoices, or appointment schedules that firm practitioners have deliberately marked as client-visible.

Does Lexuno support South African VAT and disbursement tracking?

Yes. You can capture billable fee-earner time, link out-of-pocket disbursements to matters, generate partner-approved draft invoices, and apply standard South African VAT rules.

Are AI-assisted drafting and summarisation tools mandatory?

No. AI tools are completely optional, governed by firm policy toggles, and require mandatory human attorney review for every generated suggestion.

Ready to transform how your legal practice operates?

Start exploring Lexuno today with our launch access trial designed for South African legal practices.