Everything you need for complex, high‑value matters — with time capture at the core.
Capture WhatsApp messages, voice notes and document uploads directly to the file. Transcribe voice notes to attendance notes, upload documents straight into the matter’s SharePoint folder, and time record directly from the WhatsApp chat (with optional automatic suggestions) without breaking your flow.
Time recording that is intuitive and can be achieved with a few taps of the keyboard. Time recording shouldn't take time!
All matter documents in one place with easy foldering options and fully integratable with SharePoint OneDrive so that what you see on OrdoLux is completely mirrored with what you see on your desktop. You have control of your documents.
Automatically stores received and sent emails in OrdoLux so you don't have to. OrdoLux will also automatically time record for every email you send.
Lock down access with optional firm‑wide 2FA enforcement. Built for regulated environments where security controls and auditability matter.
Activate Checkboard for your firm and run KYC/AML checks directly from the matter’s Compliance tab. Invite clients by email, track status automatically, and keep reports (and optional PDFs) linked to the file for supervision and audits.
Upload bank statements for client account reconciliation and keep supporting documents attached to the matter record.
Let clients pay invoices online with a secure Stripe Checkout link. Add a “Pay now” button to your bill and clients can pay instantly from email or mobile — with payments recorded back against the invoice.
Connect Xero to sync issued invoices from OrdoLux and keep your accounting up to date without double entry. Map account codes and tax types once, then issue bills in OrdoLux and see the Xero reference linked back to the matter.
Connect QuickBooks Online (QBO) to sync issued invoices and generate clean import packs for office accounting where needed. Set your mappings once, then keep bills and payment allocations consistent.
Work from anywhere with the OrdoLux mobile apps. Capture time, view key matter details, upload documents, and keep the file up to date when you’re away from the desk.
Client and office ledgers, disbursements, and transfers. Record payments and generate statements; export to CSV and connect Xero or QuickBooks Online for smoother finance workflows.
Create professional bills with itemised time and disbursements. Interim/final statute bills, branded templates, and PDF output ready to send.
Easily customisable template documents. Streamlining your drafting couldn't be easier.
Access a searchable library of 359 official HMCTS court forms across 15 practice areas — Civil, Possession, Enforcement, Costs, Probate, Children Act, Divorce, Court of Protection, Fees, Family, Employment, Upper Tribunal, and more.
When you generate a form from within a matter, OrdoLux automatically fills in the fields it knows — your firm details, the fee earner, file reference, parties, court name, and case number. The form is saved straight to the matter’s SharePoint folder and ready to download. Everything else stays blank and editable, so the solicitor just completes the parts that need human judgment.
No external services, no additional cost. Like everything in OrdoLux, it’s included as standard.
A dedicated Private Client workspace built into every matter assigned to a Private Client department. OrdoLux handles the full scope of private client work in one place — no bolt-ons, no additional cost.
Wills — capture testator details, executors, trustees, guardians and beneficiaries. Manage residuary shares and specific legacies with automatic share validation. Track every stage from initial instructions through to execution and safe custody.
Lasting Powers of Attorney — manage Property & Financial Affairs and Health & Welfare LPAs independently on the same matter. Record the donor, attorneys, replacement attorneys, certificate provider and people to notify. Track OPG registration status and log the registered LPA reference when received.
Probate & Estate Administration — record the deceased’s details, estate type (testate or intestate), executors and administrators. Build a full asset and liability schedule with automatic IHT calculations — gross estate, net estate, nil-rate band, transferable NRB, residence NRB and IHT payable — updating in real time as you go. Add beneficiaries with share percentages and track distributions. Export a clean estate accounts PDF at any stage.
All three workflows include a dedicated stage tracker — auto-initialised on first open — with status cycling, notes per stage, and a progress update email sent directly from the matter via Microsoft 365.
Ordered merge with Bates numbering, bookmarks and a linked TOC. Designed for CPR‑friendly output and court‑ready results.
Send documents out for electronic signatures at no extra cost.
Targeted drafting support with citations and links for verification. Great for outlines, authorities lists and first‑pass arguments — always with human review.
Simple and compound interest across custom periods and rates, with exportable schedules for inclusion in pleadings or schedules of loss.
Utilisation, WIP, deadlines and pipeline at a glance. Export to CSV for partners’ meetings; schedule automated daily/weekly summaries.
A smart assistant that helps surface relevant entries, inconsistencies and gaps across a matter’s documents and emails — with clear source links for quick verification.
Monitor disciplinary findings across 18 UK regulatory bodies — including the SRA, BSB, MPTS, NMC, GDC, GPhC, FCA, and more — updated daily. Set an alert on any name and we'll notify you the moment a new finding is published against a client, opponent, witness, or member of your team. Combine with Case Alerts for a complete passive watching brief across your matters. Learn more about Compliance Intelligence →
A snapshot of the workflows shown in our 75-second demo.
Record time in seconds — with rates calculated automatically and entries linked to the right matter.
Create a matter with clients, opponents, rates and compliance fields in one clean workflow.
Generate draft bills from selected time entries and disbursements — then finalise when you’re ready.
See fee earner performance, balances and WIP at a glance — and export clean data for your finance team.
Practical tooling where it matters: PDF workflows, templates, Outlook capture, e-sign and more.
Browse matter files from Microsoft 365 directly inside OrdoLux — without changing where you store data.
Looking for legal case management software for UK solicitors? Learn more about our legal case management software for UK law firms.
