Legal Software Features for Law Firms

SpineLegal's legal software features bring AI-powered drafting, case management, SRA-compliant accounting and secure client collaboration into one platform.

SpineLegal legal software features for case management, legal AI, accounting and document management

Nine feature categories, one platform

Everything a solicitor firm needs to run matters, bill accurately, stay compliant and keep clients informed — without stitching together separate tools.

01

Legal AI

Drafting, review and summarisation, in seven languages.

02

Case & matter management

Track every matter, task, deadline and risk in one workspace.

03

Document management

Storage, automation, templates and e-signature via DocuSign.

04

Legal accounting & billing

SRA-compliant ledgers, VAT, and payments via Xero and Stripe.

05

Client portal

Secure messaging, document sharing and self-service.

06

Workflow & reporting

Standardise matter processing and see firm-wide MI.

07

Compliance & security

Multi-jurisdiction rules, hosted on Microsoft Azure.

08

Integrations & access anywhere

Works with your tools, on any device's browser.

09

How we compare

See SpineLegal next to Clio, LEAP and others.

On this page

Legal AI: drafting, review and summarisation

SpineLegal’s built-in AI drafts contracts, letters and legal documents, reviews contracts for risk, and summarises case files — working in English, Arabic, French, German, Spanish, Russian, Hindi and more, entirely inside your firm’s own compliant environment.

AI drafting & contracts

Generate first drafts of contracts, letters and pleadings from your matter data, then edit and finalise inside SpineLegal.

Contract review

Review contracts for risk before they go out, with issues flagged against the matter.

Case summarisation

Generate summaries from your document history so anyone picking up a file gets up to speed fast.

Multilingual drafting

Draft and review documents in the language your client prefers, without a separate translation step.

No third-party data sharing

AI runs inside your compliant, jurisdiction-specific environment — nothing is copy-pasted into an external tool.

Learn more: SpineLegal AI  ·  See how firms use general AI tools alongside SpineLegal: ChatGPT for legal firms     Claude for legal firms     Grok for legal firms     Copilot for legal firms

Case & matter management

The full matter lifecycle — deadlines, documents, time recording, tasks and client communications — linked to a single file, whatever the practice area.

Matter management

A built-in structure for every matter type, from conveyancing to commercial litigation.

Task management

Assign, track and close tasks against the matter they belong to, with clear ownership.

Case audits & checklists

Run pre-defined checklists to audit files for completeness and quality.

Risk management

Capture and report risks as they arise, so nothing is left to institutional memory.

Practice-area workflows

Pre-configured workflows and deadline logic for Civil Litigation, Immigration, Conveyancing, Family Law, Commercial Law, IP Law, Personal Injury and Wills & Probate.

Read the full breakdown: Case management software

Document management & automation

Every document sits with its matter, with version-controlled storage, multilingual templates and DocuSign built in for signing.

Version-controlled storage

Store and organise documents securely, with version history kept against the matter.

Auto document generation

Generate a full set of case documents in one click from your templates and matter data.

Multilingual templates

Codify your firm's precedents once, then reuse them consistently across every language you operate in.

Office & scanner integration

Work directly in Word, manage PDFs, and bring in scanned documents without leaving SpineLegal.

E-signature with DocuSign

Send documents for digital signature in any supported language, and have them return to the matter automatically once signed.

Legal accounting & billing

Accounting built for solicitors, not adapted from generic finance software — office and client ledgers stay properly separated, with invoicing and payment collection through Xero and Stripe in any currency.

SRA-compliant ledgers

Office and client accounts are structured to SRA Accounts Rules guidelines.

Ledger reconciliation

Reconcile client and office account statements against the ledger with a clear audit trail.

VAT & Making Tax Digital

Calculate and submit VAT for each reporting period through the digital VAT module.

Automatic time capture

Time is captured against the matter as you work, so no one has to reconstruct a timesheet from memory.

Billing & payments via Xero and Stripe

Generate invoices from time and quotations, and collect payment online in any currency.

Related pages: Billing & legal accounting      Time recording

Client portal & communication

A secure client-facing interface for matter updates, document sharing and messaging — in whichever language your client prefers.

Secure messaging

Message clients directly on the matter, keeping the conversation attached to the file.

Document sharing

Share and receive documents with clients through an encrypted portal, not email attachments.

Client self-service

Let clients check progress and key dates without needing to call or email the fee-earner.

Online payments

Let clients settle invoices directly through the portal via Stripe.

Firm feed

Share updates and announcements with clients or staff from a single feed.

Learn more: Client portal

Workflow, reporting & practice management

Standardise how matters move through your firm, then see the results in reporting your partners can act on.

Workflow management

Standardise matter processing so every fee-earner follows the same proven steps.

Quotation management

Generate quotations from configured templates, ready to convert into an invoice.

Practice dashboards

See firm performance through charts and reports built for partners and managers.

MI & reports

Generate management information in one click to run the firm more effectively.

Business contact management

Manage clients, opponents and other matter participants from one place.

Compliance, security & data ownership

Hosted on Microsoft Azure with global data centres and a 99.9% uptime SLA, with compliance rules for GDPR, SRA, DIFC, UAE PDPL, India DPDPA and the Australian Privacy Act built in per region.

Microsoft Azure hosting

Global data centres, full disaster recovery and a 99.9% uptime SLA.

Multi-jurisdiction compliance

GDPR, SRA, DIFC, UAE PDPL, India DPDPA and Australian Privacy Act rules, kept current per region.

You own your data

Full data portability — your firm retains ownership and control at all times.

User management & entitlements

Control exactly what each person in the firm can see and do, by role.

Automatic updates

New features and compliance patches are delivered automatically, at no extra cost.

Learn more: Security & compliance

Integrations & access from any device

SpineLegal works alongside the tools your firm already relies on — and because it’s a secure web platform rather than a native app, your team can open it from a laptop, tablet or phone browser without installing anything.

Any device, no install

SpineLegal runs in the browser, so it works the same way on desktop, tablet or phone — nothing to download or update.

Microsoft 365

Outlook, Word and Teams — synced, not siloed.

Xero & Stripe

Billing sync and payment collection across currencies.

DocuSign

Digital signing in all supported languages.

Land Registry & HMRC

SDLT submission and Land Registry filing direct from SpineLegal.

Microsoft 365 Integration with SpineLegalMicrosoft 365   SpineLegal Software logo with bold “S” on a purple background, representing innovative legal management solutions.Stripe   SpineLegal Software logo: innovative legal technology streamlining case management and document automation.DocuSign   HM Land RegistryLand Registry & HMRC   Trademark integration with SpineLegal Software.Global Trademark DB

See every integration: Integrations  ·  IP practices: Trademark & IP software

How SpineLegal compares

Firms often shortlist SpineLegal alongside Clio, LEAP and InsightLegal. Here’s how the platforms line up on the features that matter to solicitor firms.

See it in a real firm

“A game changer for our immigration cases, with support that responds faster than any provider we’ve worked with.”

City Legal Solicitors — Immigration, UK

“We search trademark numbers in seconds and see every deadline and case note in one view.“

Helena Reid — IP Law, UK

“The system was tailor-made to our requirements from day one, with training that was genuinely intuitive.”

Barbara Spoor — CRCS Legal, UK

Frequently asked questions

SpineLegal includes built-in AI for document drafting, contract review, case summarisation and billing automation. It works inside your firm's own compliant environment and does not send client data to third-party AI tools.

Yes. SpineLegal's legal accounting module is built to SRA Accounts Rules guidelines, with dedicated office and client ledgers, VAT handling and reconciliation tools, plus billing and payment collection through Xero and Stripe.

SpineLegal supports law firms in the UK, UAE, India, Australia, France, Germany, Spain, Canada and South Africa, running on Microsoft Azure global infrastructure in seven languages.

Yes. SpineLegal is a secure, web-based platform rather than a native app, so you can access matters, documents and your calendar from any device with a browser.

Yes. SpineLegal integrates with Microsoft 365, including Word, Outlook and Teams, alongside Xero, Stripe, DocuSign and Land Registry and HMRC submissions.

Ready to see it for yourself?

A free 30-minute demo, no obligation, in your language, with a same-day response.