LISA's Daily Docket

Trust the process. Verify the trust account.

Coming soon to family lawyers

Built by Lawyers, for Lawyers. Here to Fill the Gaps of All the Other Software.

LISA is the practice management system built by a real, practicing lawyer and law firm owner. It was built to run your firm from the first touch to the final bill. It runs the parts of a case that have always landed back on your desk, or have kept you up at night: chasing disclosures, sorting discovery, drafting the first version of every pleading, and proving what the client approved.

It runs the firm around the case, too: intake and conflict checks, consults, calls and meetings that schedule themselves, billing and trust accounting, and the management of your lawyers and team, with performance, billables and time off in one view. Coming soon to North Carolina family law firms.

Get on the Waitlist See how it works

Built inside a Wake County family law firm, where it runs every case today.

Disclosure tracking Hale v. Hale · Equitable distribution, alimony · Wake County

Initial disclosures9 of 14 received · 64%

Built from the claims pleaded and the Wake County local rules. Nothing on this list was typed in.

Three years of tax returns, all schedulesUploaded Sep 28
Six months of pay stubsUploaded Sep 28
Retirement account statementsUploaded Oct 1
Business valuationDoes not apply · attested
Mortgage statement, marital homeOut of client's reach · request issued
Joint bank statements, date of separationOutstanding · due Oct 21

The checklist builds itself. The client fills it in, or says why they cannot.

Made for Firms Like Yours. LISA is being offered first, and exclusively, to a specific kind of firm, with intention. The best founding firms have four things in common.

Family Law FirmsWe know from experience that LISA works beautifully in a family law practice. We want to share that experience with you.
One to Ten AttorneysBuilt by a law firm owner who started as a solo. LISA relieves many of the stressors of solo practice and protects you from the anxiety of managing a small team.
Billing by the HourBuilt by a lawyer with an applied mathematics degree who understands that lawyers do not want to understand billing, but it is a necessary evil of running a law firm. LISA makes billing, invoicing and keeping up with your trust account possible, without a math degree. Best for predominantly billable firms, but flat fees are still in the picture.
On Google WorkspaceThe best founding users for LISA use Google Workspace and either have no practice management platform or already have Clio. We migrate your information from Clio, and we integrate seamlessly with Google. If you are on Outlook, you will have to wait your turn. LISA personally dislikes Outlook and is taking it out on you.

The whole process

From First Touch to Final Bill.

Think about the admin and lawyer time your firm spends on everything that happens before a client signs. Here is that stretch, step by step, the way LISA runs it, and then the workspace that runs the case and the firm after the client signs. The later stages are being drawn now.

Stage 1 · Intake: From the First Touch to a Signed Client

No call, no email reply, no returned voicemail. No admin work to get a consultation on the calendar.

1

The Prospect Books on Your Website

Intake booking sits on your own site and is tied directly to every bookable attorney's real calendar. Offer specific lawyers for the prospect to choose, or a full round robin that shows every open date and time on any lawyer's calendar.

Your firm did nothingBy hand: About 20 min
2

They Pick a Time and Tell You the Basics

The prospect selects a date, enters preliminary information about their legal issue, and gives the names LISA needs for a conflict check.

Your firm did nothingBy hand: About 15 min
3

The Conflict Check Runs Itself

Every name is checked against every contact LISA has ever held, and an initial result is generated on the spot.

No matchThe conflict is cleared and the consultation is confirmed.

Possible matchBased on your firm's preferences, a task goes to a team member to review it and either clear it or mark a true conflict.

Your firm reviews only the flagged onesBy hand: 15 to 30 min
4

Confirmation Fits the Kind of Consult

Prospects choose a phone, video or office consultation. Each kind sends its own confirmation email with the right instructions or links.

Your firm did nothingBy hand: About 5 min
5

Reminders Go Out, With Cancel and Reschedule Built In

Automatic reminders reach the prospect with the option to cancel or reschedule at their fingertips. No calls or emails needed, on either side.

Your firm did nothingBy hand: About 10 min
6

The Prospect Gets a Secure Portal

They can see their submission, their consultation time and type, and the information they gave you, and they can upload documents before you ever meet.

Your firm did nothingBy hand: About 10 min
7

A Consultation Worksheet, Already Filled In

LISA generates a worksheet for the attorney's consultation notes from the information the prospect provided, so the lawyer walks in knowing the names, the issue and the questions to ask.

Your firm did nothingBy hand: About 10 min
8

The Consultation

The one part of intake that should take a lawyer's time. Afterwards, the worksheet with your notes is easy to scan in, and it saves to the prospect's internal page for reference later.

Your lawyer did the lawyering
9

A Contract in a Few Clicks

Generate a plug-and-play engagement agreement by entering only the information that changes. LISA drafts the template email, sends the contract for digital signature, and includes a link to pay the retainer or flat fee.

A few clicksBy hand: About 30 min
10

One Timeline for the Whole Prospect

Internally, the prospect's page shows every email, contract and meeting on one timeline, so anyone at the firm can see exactly where things stand.

Nothing to look upBy hand: About 15 min of searching
11

Signed and Paid Means Client

The moment the contract is signed and the payment is made, the prospect converts out of the intake portal and into Firm Work as a client, with a new client portal the firm can open from day one.

AutomaticBy hand: About 20 min

The Old Way: Manual Start to Finish About 2½ to 3 hours of admin per prospect before anyone practices law, not counting the consultation itself. A rough estimate for a typical small firm; yours may run longer.

With LISA Only a Few Clicks Think about the admin and lawyer time your firm spends on everything up to this point. In LISA it is handled automatically, or with very few clicks.

Get on the Waitlist

Stage 2 · Firm Work: Run the Case, and the Firm

The moment a client signs, their file opens in Firm Work. This is not a sequence of steps. It is the workspace your whole firm lives in, so it is drawn as the rooms you walk through in a day.

Your Dashboard, and the Firm's

Two views open every morning: one for the firm, one for you.

Today's calendar of events, every task due today or overdue, and your billable target
Firm billing metrics, task health, active client matters and firm metrics as a chart
Manager mode, by employee, for whoever runs the team
Your own dashboard sorts tasks by important, don't forget, deadlines and overdue
Managers set each person's billable goals and commission structure; you track your progress and toggle projections of your output and payout

The Case Board

A snippet of every open case on one screen. Built for the individual, used mostly in firm-wide meetings and by managers tracking everyone's progress.

Pending tasks, notes and meetings for each matter
Links to the client's Dropbox folder and their court portal
Click any case straight into its matter portal
Last-touch tracking, flags and reminders, described at right

Last Touch

LISA's founder believes every client deserves a touch at least every two weeks. LISA keeps count.

The interval is set to your firm's preference
Flags appear as a client approaches two weeks without contact, and again once it is past
Email notifications follow each user's own settings
Managers choose when they are told, and when they step in

The Matter Portal

Everything about one client's case, internal to the firm, in one place.

The assigned attorney, the client's financial standing, case details, court dates, deadlines and due dates
Every email between the client and anyone at the firm, in both directions, as long as they use their designated address. A missed cc from a client is no longer a fear.
Opposing party and opposing counsel
A case timeline of chats, calls, meetings and updates, with anything important flagged for repeat use
An appointment log of every call and meeting back to the first consultation, timestamped and labeled
Pending tasks, time billed, bills and invoices
A submissions tab holding the questionnaires the client completed and the documents generated from them
Discovery requests and responses, progress tracking, and disclosures sent and received, with the Complete package

Calendar

Looks and works like the calendar you already know, kept inside LISA so you are not juggling platforms and tabs.

Court dates, deadlines, meetings and consultations in one view
Reads and writes each person's real Google calendar

Billing and Money

The firm's finances, and bills you can generate, approve, send and process without a second system.

Run the bills, approve them, send them, process them, in plain language
An online payments tab
Every requested payment from every client on one list, beside outstanding receivables
Send reminders, emails and texts to the clients who owe you money, from that same list

Court Rules and Deadlines

Upload, approve or generate your local and state rules of court.

Rules feed the deadline and due-date tracker directly
Tasks are created automatically so a deadline is never missed
Add a new county's rules and the tracker learns them

Attorney Meetings

Individual meeting links for each attorney, by duration and type of your choosing.

Built on the attorney's calendar, schedule and personal timing preferences
Automatic reminders
Cancel and reschedule at the client's fingertips, so nobody trades emails to find a time

Reports and Contacts

Reports generated by users and managers, depending on the settings. Every contact the firm has ever touched, viewable in one place.

Owner, manager and firm reporting
Receivables and productivity
Contacts, parties and counsel across every matter

Settings, Two Levels Deep

A large settings area for managers, and another for each team member.

Managers toggle access and options for everyone on the team
Each person has their own preferences to set
Notification rules at both levels, so the right person hears about the right thing

Stage 5 · Team: Supervise Without Micromanaging

For law firm owners and the lawyers who manage others. In LISA's founder's words: after pulling my hair out and a few nightmares, I finally found a way to truly track and supervise that does not turn into micromanaging and consume my entire day.

The Bulletin Board

The whole team on the same page, every week.

Who is out this week and who is out next week
The firm's upcoming holidays, so there is never a question about Columbus Day or Veterans Day
Visible to everyone the moment they open the team portal

Firm Documents, Standards and Policies

The papers people actually need, where they will actually look.

The onboarding packet, the employee manual, the health insurance summary and plan information
Firm standards and policies, entered once, for easy reference
Always the current version

Tracking That Is Not Micromanaging

The firm sees progress without anyone standing over a desk, and the team sees exactly where they stand.

Billable time against each person's targets and goals, calculated automatically
Managers decide what they are told about, and when
People manage their own time off, their own goals and their own week

Onboarding

A new hire's first day runs inside the portal.

Onboarding paperwork completed and kept in one place
The packet, the manual and the policies handed over at the same time
A record of what was signed and when

Time Off, Your Side

Each person sees their own picture and asks for time without an email.

Your individual PTO allotment and balances
The upcoming year, and whether time rolls over, pulled from the employee manual
Request a half day or a full day

Time Off, the Manager's Side

One screen for the whole team's time away.

Every person's balances
Every pending request, ready to approve
Approved time off appears on the bulletin board and keeps that day off the booking calendar

The Weekly Digest

For a new employee, a performance concern, or billables that keep coming in low.

Team members log their weekly activity outside billable work
LISA calculates their billable time for the week on its own and sets it against their targets and goals
Managers read one digest instead of asking five questions

Goals and Commission, in the Open

Everyone knows the target and how close they are, without asking.

Managers set each person's billable goals and commission structure once
Each person sees their progress against the goal for the week, the month and the year
Toggle a projection of your output and your commission payout before the month ends

What's Included

Everything Else Is in the Box.

The parts every firm needs are here too, built together so a prospect who books becomes a conflict check, a client, a matter and a bill without anyone retyping a name.

Intake and Conflict Checks

Every inquiry is checked against every party you have ever touched before anyone becomes a client.

Round-Robin Scheduling

Consults, calls, mediations and notarizations book themselves against each firm member's own calendar.

Contracts and E-Sign

Engagement agreements from your templates, signed on any device, and saved in the client's portal for your records, with no scanning, renaming, saving or other administrative work.

Billing and Trust Accounting

Time in tenths, bills in one step, and trust math you can explain to a client in a sentence. Your bookkeeper has a seat, for free.

Client Portal

Clients sign in with an emailed code and see their dates, their forms and a note from their attorney. Tailor it to your firm's liking.

Correspondence

Letters, emails and the record of every client touch, in the client's matter portal where they belong. Gone are the days of worrying about a client who forgot to cc the team.

Deadlines From Local Rules

Court dates and deadlines counted back from the county's rules, with reminders to the person responsible.

Team Portal

Tasks, PTO, onboarding documents, billable goals and commission tracking for the whole team's success.

Why LISA

Built by Lawyers, for Lawyers.

You know the feeling. A bill that does not add up at five on a Friday. A deadline you only remember because of a sticky note. A client who swears they sent that document. LISA was built by someone who has lived every one of those, and here is what that buys you.

Only Billing Seats Cost Your Firm

Anyone who bills and tracks time, attorneys and paralegals alike, is a paid seat. Anyone who does not, your assistant, your receptionist, your bookkeeper, is free. And yes, the admin time LISA saves those non-billing team members is still massive.

Trust Accounting You Actually Understand

Every invoice shows what came from trust and what remains, in plain English. Transfers are checked three times and confirmed against the bank. Your bookkeeper stays in the story, and neither of you is confused every billing cycle.

Family Law First, on Purpose

The checklists, the forms and the drafting are built for family cases in North Carolina. Before we unleash LISA on the world, we are perfecting what she is already great at.

Month to Month Is Always an Option

Longer terms earn a discount. They are never the only way in, and you can always export everything you have put in. LISA does not hold firms hostage like some of her counterparts.

Intake Is the Front Door, Not a Separate Product

No second login, no second bill, no copying names between systems. The conflict check runs before anyone has spent a second of admin time on a prospect.

Two-Factor Sign-In for Everyone

Included at every tier, required for every staff login. LISA does not play around with security and confidentiality, and neither should the software holding your clients' files.

One Version, on Every Device

Open LISA on a phone, a tablet or a laptop and it is the same LISA, with nothing to install and nothing to update. Your paralegal's screen and the owner's screen are never a version apart.

The Reminders Do the Chasing

Consultation reminders, disclosure reminders, task escalations, last-touch flags and payment reminders all go out on their own. Your team acts on what is flagged instead of trying to remember what is due.

What happens next

Founding Firms First, One at a Time.

LISA is opening to a handful of qualified founding law firms. We will walk you through onboarding and your first full billing cycle. Here is what that looks like from the waitlist on.

Get on the Waitlist

Leave your details and take the two-minute vibe check. It tells you straight away whether LISA is built for a firm like yours, and it is how we choose the founding firms. You will hear from us as spots open, with a walkthrough on a real screen, not slides.

We Set It Up With You

Guided onboarding on a screen-share. We configure your booking types, templates, team and calendars, and bring your existing clients and matters across.

Run One Billing Cycle With Us Watching

Your first bills go out with us checking every number alongside you. When a full cycle runs without a manual correction, you are live.

Pricing

Priced to Reward Small Firms.

You pay for people who bill, and nobody else. Your assistant, your receptionist and your bookkeeper use LISA all day for free, because a small firm should not have to choose between the software and the people who make it run. One simple price per billing seat, no platform fee, no surprises. Tell us how many people bill time and the three packages price themselves.

Billing seats (attorneys and paralegals who bill time)

Non-billing staff, your bookkeeper and your receptionist are always free. Month to month; a twelve-month term earns a lower rate.

Intake

“Nice to meet you.”

The front door, fixed. First touch to signed, paid client.

$59/mo$59 per billing seat · 1 seat · non-billing staff free

Booking pages, round robin and the availability engine
Prospect portal, reschedule and cancel, reminders
Conflict screening at intake, with a permanent written record
Prefilled contracts, native e-signature and the payment link
One click from prospect to client

Join the waitlist

Practice Plus

“Now we’re working like a pro.”

The case, the money and the team, with no second system.

$95/mo$95 per billing seat · 1 seat · non-billing staff free

Everything in Intake
Matter dashboards, tasks, timeline and the court-rule deadline engine
Run, approve and execute bills; triple-verified trust transfers; reconciliation
Owner, manager and firm dashboards; receivables; productivity
Mediation booking and confirmation letters
Team portal: tasks, PTO, onboarding records, the firm handbook, billable goals and commission tracking

Join the waitlist

Recommended

Complete

“LISA, unleashed.”

Every part of a family case, under your own name.

$129/mo$129 per billing seat · 1 seat · non-billing staff free

Everything in Intake and Practice Plus
Disclosure and discovery checklists and tracking
Draft It: pleadings, agreements and court forms drafted from matter data and client input
The client approval trail
Your firm's own branding on every client-facing page, with no “Powered by LISA” mark, included
The written manual and in-app assistant that answers “how do I” against your own setup

Get on the Waitlist

Currently in test mode, but coming soon. Be first on the list as a possible Founding Firm.

Add-Ons

Your Branding, Front to Back

Your firm's logo and colors on every page a client or prospect sees: booking, the prospect portal, the client portal, confirmations and reminders. An add-on for Intake and Practice Plus; included in Complete.

$65/mo per firm

No “Powered by LISA” Mark

Take the “Powered by LISA for Lawyers” mark off every client-facing page, so your clients see only your firm. An add-on for Intake and Practice Plus; included in Complete.

$10/mo per firm

Billing seats, and only billing seats

Attorneys and paralegals who bill and track time are paid seats, at one flat rate per seat no matter how many you have. No platform fee. Assistants, receptionists and your bookkeeper do not bill, so their seats are free.

Month to month, or twelve months

Month to month is always available, and you can leave whenever you like with everything you put in. A twelve-month term earns a lower rate for firms that already know LISA is where they are staying.

Founding firms

Launch pricing in writing before you pay a dollar, guided onboarding on us, your first billing cycle watched alongside you, and first pick of the spots, in exchange for honest weekly feedback while LISA grows.

Your data, kept apart

Firms of four or more lawyers get their own dedicated database. Smaller firms share infrastructure but never records: your clients' files are never mixed with another firm's, and you can export all of it at any time.

Coming soon

LISA Is Coming Soon. See If You Qualify for the Waitlist.

Leave your details and we will email you when LISA opens to founding family law firms in North Carolina. A handful of emails between now and launch, and nothing else.

An email the day LISA opens to founding firms
First pick of founding-firm spots, with launch pricing in writing
A walkthrough on a real screen with the attorney who built it, when you are ready

1About you
2The vibe check
3Your result

Your name

Firm

You are

LISA is a picky woman. Answer these ten quick questions so we can tell you honestly whether she is built for a firm like yours. If you are a good fit, we will add you to the potential list of Founding Firms, eligible for a potential lifetime discount.

What does your firm practice?

How many attorneys bill time at your firm?

How do you bill most matters?

Does the firm hold client funds in a trust account?

What runs your email and calendar?

What runs your practice today?

Where is the firm?

Which county do you practice in most?

When would you want to start?

Would you give honest weekly feedback during your first billing cycle?

What drives you up the wall today? (optional)

Strong fit

LISA was built for a firm like yours.

Family law, a small team, billing by the hour, on Google. You are exactly who the founding spots are for.

The founding firm offer

What a Founding Spot Comes With

A Founding Firm rate. A discount off the published price, locked in and confirmed in writing before you pay a dollar.
Guided onboarding on us. We set LISA up with you on a screen-share and bring your clients and matters across.
Your first billing cycle, watched. We check every number alongside you until a full cycle runs clean.
First pick of the spots. Founding Firms are chosen from this list, in the order they qualify.

In exchange: honest weekly feedback during your first cycle. Founding terms are confirmed in writing before any payment.

We will only use your email to tell you about LISA's launch and, if it fits, to offer you a founding spot. Unsubscribe any time, with one click.

Built by Lawyers, for Lawyers. Here to Fill the Gaps of All the Other Software.

From First Touch to Final Bill.

Stage 1 · Intake: From the First Touch to a Signed Client

The Prospect Books on Your Website

They Pick a Time and Tell You the Basics

The Conflict Check Runs Itself

Confirmation Fits the Kind of Consult

Reminders Go Out, With Cancel and Reschedule Built In

The Prospect Gets a Secure Portal

A Consultation Worksheet, Already Filled In

The Consultation

A Contract in a Few Clicks

One Timeline for the Whole Prospect

Signed and Paid Means Client

Stage 2 · Firm Work: Run the Case, and the Firm

Your Dashboard, and the Firm's

The Case Board

Last Touch

The Matter Portal

Calendar

Billing and Money

Court Rules and Deadlines

Attorney Meetings

Reports and Contacts

Settings, Two Levels Deep

Stage 3 · Document Generation

Stage 4 · Disclosure Tracking

Stage 5 · Team: Supervise Without Micromanaging

The Bulletin Board

Firm Documents, Standards and Policies

Tracking That Is Not Micromanaging

Onboarding

Time Off, Your Side

Time Off, the Manager's Side

The Weekly Digest

Goals and Commission, in the Open

Everything Else Is in the Box.

Intake and Conflict Checks

Round-Robin Scheduling

Contracts and E-Sign

Billing and Trust Accounting

Client Portal

Correspondence

Deadlines From Local Rules

Team Portal

Built by Lawyers, for Lawyers.

Only Billing Seats Cost Your Firm

Trust Accounting You Actually Understand

Family Law First, on Purpose

Month to Month Is Always an Option

Intake Is the Front Door, Not a Separate Product

Two-Factor Sign-In for Everyone

One Version, on Every Device

The Reminders Do the Chasing

Founding Firms First, One at a Time.

Get on the Waitlist

We Set It Up With You

Run One Billing Cycle With Us Watching

Priced to Reward Small Firms.

Intake

Practice Plus

Complete

Add-Ons

Your Branding, Front to Back

No “Powered by LISA” Mark

LISA Is Coming Soon. See If You Qualify for the Waitlist.

LISA was built for a firm like yours.

What a Founding Spot Comes With