Is the trust accounting state-bar compliant?

Yes. We ship trust-accounting flows that meet IOLTA and common state-bar requirements — separate ledgering, three-way reconciliation, audit trail, and required reporting out of the box.

Can we keep iManage or NetDocuments?

Yes. We integrate deeply with iManage and NetDocuments so firms don't need to migrate their DMS to adopt modern case management.

Do you support LEDES e-billing?

Yes. LEDES 98B and XML 2.0 exports are native, and we support the major corporate e-billing vendors (Tyler, Serengeti, TeamConnect, Onit) out of the box.

Legal-tech / Legal Case Management Software

Legal Case Management Software

We engineer legal case management platforms that run the whole matter lifecycle — intake, conflicts, documents, time, billing, trust accounts, and client collaboration — on one modern, API-first foundation.

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35%

Lift in realized billable hours

IOLTA-Ready

Trust accounting with state-bar compliance

API-First

Every feature available via API

Trusted by global innovators

Industry Overview

Legal Case Management Software: Engineered End-to-End

Most firms run their matters across five disconnected tools — intake, DMS, time, billing, and client collaboration. The friction between them is where hours leak, compliance gaps appear, and clients lose confidence. We build case management platforms that unify that stack.

Industry Challenges

What Stops Most Teams From Solving This Today

Common friction points we hear from legal-tech teams scoping this kind of platform.

Tool Fragmentation: Intake, DMS, time-entry, billing, and client portals live in separate systems with fragile integrations.
Billable Leakage: Unrecorded and late-entered time drains 10-20% of realizable revenue in most firms.
Trust Accounting Risk: IOLTA/trust accounting errors are a leading cause of bar complaints and sanctions.
Client Experience Gaps: Clients expect the transparency of consumer fintech; legacy law-firm portals feel a decade behind.

Our Approach

Our Engineering Approach

We engineer for the operational reality — not the demo.

Unified Matter Lifecycle

Intake, conflicts, documents, tasks, time, billing, and client collaboration on one platform.

Compliance-Native Trust

IOLTA and state-bar-compliant trust accounting designed in — not bolted on.

Modern Client Experience

Client portals that feel like a premium consumer product, not a legacy extranet.

Capabilities

Production-grade features the platform ships with from day one.

Client & Matter Intake

Online intake forms, conflict checks, and engagement-letter workflows.

Conflicts Management

Configurable conflict checks across parties, entities, and related matters.

Document Management

Native DMS with version control, redlines, and e-signature — or integrate iManage/NetDocs.

Time & Expense

Passive time capture, timer entry, and expense management with UTBMS/LEDES codes.

Billing & Invoicing

LEDES-compliant billing, e-billing vendor exports, and custom rate structures.

Trust Accounting

IOLTA-compliant trust accounting with state-bar audit trail and three-way reconciliation.

Calendaring & Deadlines

Court rules calendaring with jurisdiction-specific deadline engines.

Client Portal

Branded portal for secure messages, document exchange, and invoice payment.

How It Works

Reference Architecture

How data and decisions flow end-to-end.

Matter Core

Matter lifecycle, parties, conflicts, and related-matter graph.

Document & Collaboration

Native DMS or iManage/NetDocs integration with secure collaboration.

Time, Billing & Trust

UTBMS/LEDES-ready time, billing, and trust accounting ledger.

Client Experience

Branded client portals, payment, and messaging.

API & Integration Layer

Every feature exposed via API for firm-specific tooling and reporting.

Engineering Stack

Technology Stack

A pragmatic stack chosen for reliability, speed, and ease of operation.

Backend

Node.jsPythonPostgreSQLGraphQLTemporal

Frontend

Next.jsReactReact NativeTailwind

DMS

iManageNetDocumentsSharePointNative DMS

Billing

LEDES 98B / XML 2.0UTBMSTyler, Serengeti, TeamConnect

Payments

LawPayStripeACH / eCheck

Infra

KubernetesVaultAWS/Azure

Measured Impact

Quantified outcomes from production deployments.

35%

Billable hour realization lift

60%

Faster intake-to-engagement

100%

LEDES e-billing compliance

Trust-accounting bar findings

Multi-Office Firm Practice Platform Replacement

A seven-office litigation and corporate firm with 420 attorneys ran on a patchwork of Elite, iManage, and three home-grown tools. We delivered a unified case management platform in 13 months — replacing four legacy systems while keeping iManage for DMS.

Year-one impact: billable hour realization rose 35% thanks to passive time capture, e-billing rejections dropped 92%, and the firm eliminated two full-time roles previously spent reconciling data across systems. Client-portal satisfaction reached 4.6/5, the firm's highest-ever digital score.

Case Study

Multi-Office Firm Practice Platform Replacement

Use Cases

Where This Earns Its Keep

Common deployment patterns we see across customers.

Litigation Firms

Matter management with court rules calendaring and discovery integration.

Transactional Practices

Deal rooms, closing checklists, and transaction lifecycle management.

In-House Legal Ops

Matter intake, outside-counsel management, and spend analytics.

Boutique & Mid-Size Firms

Full-stack practice management without enterprise-suite complexity.

Government Legal

Public-sector legal teams with FOIA, records, and transparency requirements.

Legal Aid & Nonprofit

Case management tuned for legal aid intake, grant reporting, and impact metrics.

Integrations

Integrates With Your Existing Stack

We connect to the systems your teams already know.

DMS

iManageNetDocuments

Productivity

Microsoft 365

Payments

LawPay

E-Billing

Tyler TeamConnectSerengeti

eSignature

DocuSign

CRM

Salesforce

Compliance-First Development Services Backed by Global Standards

We build secure, scalable products designed for privacy, interoperability, and regulatory readiness from day one across every sector we serve.

General Data Protection Regulation

Implement lawful consent flows, data minimization, and secure processing for global data privacy.

Service Organization Control 2

Verified controls for security, availability, and confidentiality of enterprise data systems.

Information Security Management

Adhering to the international gold standard for managing information security risks.

Our Edge

Why Global Leaders Choose Us

We combine deep technical expertise with industry-specific knowledge to deliver solutions that aren't just functional, but transformational.

Enterprise-Grade Security

We implement rigorous security protocols and compliance standards (HIPAA, GDPR, SOC2) across all industrial solutions to protect sensitive data.

High-Performance Scaling

Our architectures are built to handle massive data loads and user bases, ensuring seamless performance whether you're serving ten or ten million.

Accelerated Time-to-Market

Leveraging our suite of internal tools and proven frameworks, we reduce development cycles and get your product to market 40% faster.

Embedded AI Integration

Beyond simple wrappers, we build deep-learning integrations and predictive analytics directly into the core of your industry-specific workflows.

Engagement Model

Predictable, structured delivery from kickoff through long-term ownership.

Discovery & Scoping

We map the existing systems, constraints, and stakeholders to scope a focused 8–12 week first delivery.

Architecture & Pilot

A working slice on a representative environment — proving the data flow end-to-end before scaling.

Production Engineering

Hardened services, observability, access controls, and audit logging go live behind your IAM.

Operate & Iterate

We stay on as the embedded engineering team — closing tickets, tuning models, and shipping new value.

Voices of Success

We don't just build products; we forge lasting partnerships. See how we've helped industry leaders transform their vision into technical reality.

"I can clearly see how Agnotic has a unique way of handling end-to-end development. They are always active on quick chat and provide support quickly."

Aaron Phelan

Founder, Benchmark

"Agnotic is the best technical team we evaluated. Their engineering excellence made our work dramatically easier and allowed us to stay focused on what matters most for maternal care outcomes. They took full ownership of the technical execution, and we are always happy to continue working together."

Kim Smith

Founder, My Lauren

"Agnotic combines deep technical expertise with strong domain knowledge. They understand the business context, anticipate challenges, and make collaboration smooth and effective."

John Pasmore

Founder, Latimer

The Same Engineering Patterns, Across Other Industries

The technical patterns behind this platform translate naturally into adjacent verticals.

AI

Bring private LLM and RAG architectures to legal knowledge bases.

Financial Services

Apply contract analytics and compliance workflows to financial agreements.

Healthcare

Extend secure document management to medical-legal records workflows.

Frequently Asked Questions

Off-the-shelf platforms work well for firms whose workflows fit their model. Custom is the right call when your practice areas, billing arrangements, conflicts logic, or client-portal experience push past config-layer limits — or when integration debt is eating your IT budget.

Industries