Law firms lose revenue when billable time slips through narrative gaps and trust account ledgers fall out of compliance. OptiServe AI captures every billable minute, enforces IOLTA three-way reconciliation, and keeps matter deadlines front and center for every attorney on your team.
✓ 30-day free trial | No credit card required | Cancel anytime
Matter management, IOLTA, billable time, client communications, and staff scheduling.
Organize every client matter with statute of limitations dates, court deadlines, and internal milestones. Overdue tasks surface on the attorney dashboard before they become malpractice exposure.
Record every trust deposit, disbursement, and three-way reconciliation. The ledger stays balanced and the reconciliation report is always ready for state bar audit.
Attorneys log time with matter number and ABA task code from any device. Expense receipts attach directly to the matter. Nothing gets written off because it was hard to record.
Capture prospective client information, run conflict checks, and send engagement letters for e-signature. New matters open in the system the moment the client signs.
Generate itemized invoices with matter, date, timekeeper, and description per line. Track open balances, send payment reminders, and accept card or ACH payment online.
See billed vs. collected realization rate, utilization by attorney, average matter duration, and accounts receivable aging. Run a data-driven firm, not an assumptions-based one.
Solo attorneys to small firms — no per-attorney seat fees.
For solo attorneys and small 1-2 attorney practices starting to systematize operations.
For small firms with 3-8 attorneys managing client intake and IOLTA compliance.
For established firms with billable time tracking and realization reporting.
For large firms and multi-office practices needing custom integrations and white-label portals.
All plans include a 30-day free trial. No credit card required.
Solo practitioners, boutique firms, and multi-practice area law offices.
"IOLTA three-way reconciliation compliance used to be a monthly panic. Now the ledger is always current and the reconciliation report generates in seconds. State bar audit is no longer something I dread."
"We recovered an estimated $34,000 in billable time in our first year because the time entry is so frictionless. Attorneys log from their phones between meetings. Nothing gets lost."
"Matter deadline alerts have eliminated the "I thought someone else was tracking that" conversation. Every deadline is in the system, assigned to an attorney, and visible on the dashboard."
Get your matter management, IOLTA ledger, and billable time system running before next quarter.
✓ 30 days free | Setup in under 10 minutes | Cancel anytime