Agiled handles the operational layer of your legal practice — client acquisition, engagement tracking, billing, document workflows, and client communication — so your attorneys stay focused on substantive legal work. Pair it with your existing practice management system for trust accounting, e-filing, and conflict checks.
Practice Management Context
Agiled handles client acquisition, billing, documents, and communication for legal practices. For trust/IOLTA accounting, court e-filing, or conflict checks, use a dedicated legal practice management system alongside Agiled.
Deadline & calendar management
Organize every matter into phases with clear task owners, due dates, and status tracking. See what is in preparation, under review, and approaching deadline across all active matters.
Client billing & payment tracking
Log time against matters, generate detailed invoices that reflect billing rates and fee structures, and monitor retainer balances and outstanding receivables from a single dashboard. Agiled complements your trust accounting system — it handles the operating-side billing, not IOLTA funds.
Document management
Centralize matter documents, send engagement letters and agreements for e-signature, and keep signed copies linked to the client and matter record automatically.
Consultation scheduling
Let prospective and existing clients self-book consultations from your availability calendar. Automatic confirmations and reminders reduce no-shows and eliminate scheduling back-and-forth.
Client portal & communication
Give every client a secure portal where they can view active matters, upload requested documents, review invoices, and make payments — reducing phone calls and keeping communication on record.
Engagement estimates & fee proposals
Create detailed fee proposals with line-item breakdowns for research, drafting, representation, and other services. Convert accepted proposals into matters and invoices directly.
Law firm & client account management
Manage law firm accounts and corporate client organizations with linked contacts, related matters, and billing history. See the full picture of every organizational relationship your firm maintains.
Client relationship context
Every email, note, call log, and document is tied to the client record. Your entire team sees the same timeline — full context is available before every call, meeting, or court appearance.
How it works
See how Agiled fits into the daily administrative workflows of a law firm.
Inquiry received
A referral or web inquiry enters your matter pipeline. The prospective client's information populates a new record automatically.
Consultation scheduled
The prospect books an initial consultation through your availability calendar. Confirmation and reminder emails are sent automatically.
Matter assessed and scoped
After the consultation, create a fee proposal with line-item estimates for research, drafting, and representation.
Engagement letter sent for signature
Send the engagement letter for e-signature. The signed copy links to the client record and matter automatically.
Active matter created
The matter moves to active status with a project template for deadlines, task assignments, and billing milestones.
Built for legal professionals
From client acquisition through engagement and billing, Agiled provides the administrative backbone that lets your attorneys focus on practicing law.
Track every matter from initial inquiry through consultation, engagement, active work, and closing. Full visibility into your firm's matter lifecycle.
Organize matter work into phases with task owners, due dates, and status tracking. Monitor approaching deadlines across all active matters.
Log billable hours against matters. Generate invoices reflecting billing rates and fee structures. Monitor retainer balances and outstanding receivables.
Give clients secure access to matter status, documents, and invoices. Reduce inbound calls and keep communication documented.
Scope matters with detailed fee proposals. Send engagement letters for e-signature and convert signed engagements into active matters and billing records.
Centralize engagement letters, NDAs, retainer agreements, and correspondence. Link documents to clients and matters for fast retrieval.
Let prospective clients self-book initial consultations. Automatic confirmations and reminders reduce no-shows and scheduling overhead.
Maintain detailed client records with communication history, related matters, billing history, and notes for complete relationship context.
Send engagement letters, retainer agreements, and NDAs for digital signature. Signed documents link to the client and matter automatically.
Testimonials
“Our firm was losing hours every week to manual invoicing and retainer reconciliation. With Agiled, billing runs directly from time entries — what used to take a full afternoon now takes thirty minutes.”
Patricia Morales
Office Manager, Calloway & Reed LLP
“The client portal changed how we interact with clients. They check matter status and pay invoices themselves. Our front desk handles half the calls it used to.”
Daniel Okafor
Managing Partner, Okafor Legal Group
“As a solo practitioner, I wore every hat — intake, scheduling, billing, filing. Agiled consolidated the admin side so I can spend my time on billable work instead of chasing paperwork.”
Jennifer Whitfield
Solo Practitioner, Whitfield Law
Integrations
Agiled handles the business operations layer. Pair it with your practice management, accounting, and communication tools.
FAQ
No. Agiled manages operating-side billing — time tracking, invoice generation, retainer balance monitoring, and payment collection. For trust accounting, IOLTA compliance, and client fund management, use a dedicated legal accounting or practice management system. Agiled complements those tools by handling everything outside the trust account.
Agiled does not provide direct court e-filing integration. It manages deadlines, task assignments, and document preparation that lead up to a filing. For the actual e-filing step, continue using your court's electronic filing system or your practice management tool.
Both. Solo practitioners benefit from consolidated intake, billing, and client communication in one tool. Mid-size firms use Agiled for matter pipeline visibility, team task management, and firm-wide billing oversight. The platform scales from one attorney to a multi-attorney practice.
Log time against matters with customizable billing rates. Agiled supports hourly billing, flat-fee engagements, and retainer arrangements. Generate invoices from time entries with detailed matter descriptions and fee breakdowns.
Yes. Each matter gets its own project with tasks organized by phase. Set due dates, assign owners, and view approaching deadlines across all active matters from a centralized dashboard.
Yes. The client portal gives each client secure access to their active matters, document requests, invoices, and payment links. You control what information is visible at each stage.
Agiled maintains centralized client and matter records that support manual conflict searches. For formal conflict-of-interest checking with automated screening, use your practice management system's conflict check module alongside Agiled's client database.
Agiled brings your client pipeline, matter deadlines, billing, and client communication into one operational platform. Start free.
Resources
In-depth comparisons and recommendations to help you choose the right tools.