Fundamentals
All the company and client data available, connected and safe..
Hard questions
Ready for the future
Deeply Customizable
System that adapts to your firm — not the other way around.
Your Processes, Your System
Off-the-shelf software forces firms to work around its limitations. OnMisn Lawyer adapts deeply to how your firm operates — from custom fields and screen layouts to entirely different workflows and user experiences per case type.
Customizable at Every Level
Small change or large ones — both are straightforward. Adjust a label, add a data field, redesign a screen, or build a completely unique process for a specific practice area. Every layer of the system is open to change without breaking what already works.
Grows and Changes With You
Law firms evolve — new practice areas, new processes, new regulations. OnMisn Lawyer is built to change with you. Deploy new configurations, adjust workflows, and adopt new strategies quickly — without waiting for a vendor, without starting over.
Secure
Security for your people, your AI, and your technology — all three, without compromise.
Security for Humans
Define exactly what every employee and client can see and do — instantly, without IT staff or technical knowledge. Add a new associate, restrict a paralegal, onboard a client — access is controlled in real time, by the people who understand the firm. Enforced by the latest authentication standards including 2FA and Passkeys, so human access is as strong as it can be.
Security for AIs
AI without boundaries is a risk. Every AI agent in OnMisn Lawyer operates within precisely defined permissions — what it can read, what it can write, and what it can never touch. Useful enough to transform how your team works, constrained enough to never become a threat.
Security for Technology
Layered, independent backup systems protect your data at every level — including document storage and email archives. Behind the scenes, OnMisn Lawyer is built on enterprise-grade security infrastructure, continuously updated and battle-hardened against the threats of today and tomorrow. Cybersecurity is a full-time concern — we carry that weight so you don't have to.
Timesheets
Log, track, and understand every hour — effortlessly.
Billable & Non-billable time
Track all time with precision. Separate billable from non-billable hours and get a clear picture of how your team's time translates to revenue.
Analytics & KPIs
Monitor timesheet performance through intuitive dashboards. Measure rates, spot trends, and set goals — per employee, per team, or per case type.
Templates
One click and the timesheet is pre-filled using your firm's standard time entries. Consistent, fast, and always aligned with your billing practices.
Invoicing & Retainers
From billable hours to paid invoice — in a single click.
Single Click Invoicing
Generate complete, accurate invoices and retainer requests automatically from logged time and matters. No manual work, no errors — just send and get paid.
Payment & Accounting Integrations
Connect with Stripe and other leading payment providers, and sync seamlessly with your accounting system. Your financial data flows where it needs to, automatically.
Associate & External Staff Accounting
Track and calculate compensation for associate attorneys and external employees based on their individual invoiced or collected attributions — fairly, transparently, and without spreadsheets.
Single Click Retainers
Simplify client onboarding with retainer creation, and required documents creation with integrated signature process automatically.
Accounting
Complete financial control — built in, not bolted on.
Full Legal Accounting
Run your entire firm's finances inside one system. From journals and ledgers to trust accounts, tax compliance, and audit-ready reports — everything you need without a separate accounting tool.
External System Integration
Already using an accounting platform? Sync seamlessly with external systems so your data stays consistent across tools, with no double entry and no reconciliation headaches.
Associate & Staff Financial Layers
Separate accounting layers track what each associate and external staff member generates versus what they cost — by invoiced amounts, collected revenue, or custom attribution models.
Employee Financial Metrics
Turn accounting data into actionable performance insights. Measure realization rates, revenue contribution, and profitability per person, team, or case type — and make informed staffing decisions.
Matters
Every case, fully organized — from first contact to final resolution.
Everything at a Glance
All matter data — contacts, documents, timesheets, invoices, communications, and deadlines — structured and instantly accessible in one place. No switching screens, no hunting for information.
Deeply Customizable
Every case type is different. Customize fields, screens, workflows, and automations per case type and subtype — from subtle data differences to entirely distinct processes and user experiences tailored to how your team actually works.
Connected to Everything
Matters are the central hub of your firm. All system data — time, billing, documents, communications, tasks — connects back to the matter, making full scrutiny, cross-data analysis, and intelligent automation possible at any time.
Enterprise Project Management
Built-in project management tools give you full visibility over every matter's progress. Assign tasks, track milestones, manage deadlines, and keep every team member accountable — without leaving the system.Bootstrap-Based Templates
Matter Templates
Define standard workflows once and reuse them with a single click. Templates come pre-loaded with tasks, assignments, and delegations — making matter opening fast, consistent, and nothing falls through the cracks.
Contacts
Every person, perfectly placed — in every matter they touch.
Matter-Linked Roles
Every contact — client, opposing counsel, witness, judge, or third party — is connected to their matters with a defined role. Always clear who is who, and in what capacity.
Structured & Actionable Data
Contact data is clean, consistent, and organized. That structure powers accurate reporting, smart document templates, and reliable automations across the entire system.
Conflict Check Reports
Run comprehensive conflict of interest checks instantly. Flexible search across all matters, roles, and relationships ensures your firm stays protected before taking on any new case.
Documents
Your documents, in your storage — structured, automated, and secure.
Automatic Structure, Always
Good document management starts with good storage structure. Folders, subfolders, and filing rules are created and maintained automatically — based on matter, case type, client, and your firm's own logic. No manual organizing, no chaos.
Matter & Client Folder Management
Matter working folders and client-facing sharing folders are created, managed, and kept up to date automatically or with a single click — always organized, always in the right place.
Templates & Document Signing
Create and manage document templates firm-wide, auto-populated with matter and contact data. Initiate and track signing processes directly from within the system — fast, traceable, and paperless. Chain events like client signing a document with Retainer invoice creation.
Your Storage, Your Rules
By design, documents live in your storage — not ours. Full integration with Microsoft SharePoint, OneDrive, Google Workspace and Drive, and on-premise solutions keeps your sensitive data where you control it, while the system enforces structure and automates everything around it.
Notes
Every insight captured, organized, and never lost again.
Structured & Automatic
Note sections and pages are created automatically alongside matters and contacts — so the right structure is always there before anyone even opens a notepad. No more blank pages, no more guessing where to save.
Always Accessible
Access notes directly inside OnMisn Lawyer or from Microsoft OneNote apps on any device. Your team works where they're comfortable — everything stays in sync and available to the right people.
Shared by Default, Controlled by Design
Notes are team assets, not personal notebooks. Role-based security ensures the right people have access to the right notes — while sensitive information stays protected and nothing gets siloed with a single attorney.
Integrated with Leading Note Tools
Native integration with Microsoft OneNote keeps notes inside the tools your team already uses. Additional integrations available on request — fitting your firm's existing workflow rather than replacing it.
Calendars
In law, missing a deadline is unforgivable. We make sure it never happens.
Complete Calendar System
CEvery appointment, hearing, deadline, and reminder — all in one place. Fully featured, fully customizable at every level, and designed around how legal teams actually plan and operate.
Scheduled Actions & Task Deadlines
Beyond the main calendar, every part of the system carries its own scheduling layer. Ask a colleague to review a document by Friday, set a filing reminder on a matter, trigger an automation on a date — all tracked, all visible, nothing forgotten.
Outlook & Google Workspace Integration
Calendars sync fully with Microsoft Outlook and Google Workspace — so your team works in the tools they already use, with every event, deadline, and meeting reflected in real time across both systems.
Meeting Scheduling
A dedicated scheduling system lets clients — existing or new — book meetings directly, without back-and-forth emails. Intelligent availability management, customizable booking types, and seamless calendar sync make first contact and ongoing communication effortless.
Communication Hub
Every conversation with every client — in one place, for the whole team.
The Full Client Communication Picture
When multiple attorneys work with the same client, critical context gets lost across inboxes and call logs. Communication Hub brings every email, call, and meeting transcript together, organized by client and matter — so anyone on the team is always fully up to speed.
Email Integration
Full integration with Microsoft Office 365 and Exchange captures and organizes all client email communication automatically. Every thread, every attorney, every direction — visible, searchable, and attached to the right matter.
Calls & Meeting Transcriptions
Voice and online meetings are captured where supported. Current integrations include CallRails, Microsoft Teams, and Google Meet transcriptions — automatically logged, organized by client, and available for review directly inside the system.
Always Growing
Communication Hub is the newest and fastest evolving part of OnMisn Lawyer. SMS and additional voice integrations are coming soon — with a clear direction toward capturing every meaningful client interaction, regardless of channel.
Dashboards
Your firm's performance, visible at a glance — always live, always yours.
Real-Time & Always Current
Every dashboard reflects live data from across the system — timesheets, billing, matters, communications, and more. No manual refreshes, no stale reports — the moment something changes in the system, your dashboard knows it.
Personal & Role-Based
Every team member sees what matters to them. Attorneys track their own matters and billable hours, managers monitor team performance and financials, partners get the firm-wide view — each dashboard tailored to the role, each metric where it belongs.
Fully Configurable
Build dashboards from scratch or start from pre-configured templates. Drag-and-drop widgets, apply global filters, drill down into detail or pull back for the big picture — no technical skills required, no IT requests needed.
Alive & Fully Functional
Dashboards are not reports, they are alive. What to interact, change, delete, dig deeper - yes you can.
Automations & Workflows
Less manual work, more meaningful work — automated by design.
Powerful Built-In Automations
Set rules and let the system act. Trigger actions based on time, data changes, or events across any part of the system — send a notification, update a field, create a task, generate an invoice — automatically, reliably, every time.
Workflows Across the Entire System
Workflows are not a separate module — they are woven into every part of OnMisn Lawyer. Matter progression, document approvals, billing cycles, client onboarding — every process can be structured, staged, and automated to match exactly how your firm operates.
Activity Chains & Task Sequences
Beyond standard automations, structured activity chains let you define sequences of actions, follow-ups, and delegations that unfold over time. Predictable processes become repeatable playbooks — ensuring nothing is skipped and no ball is dropped.
External System Integration
Automations don't stop at the system boundary. Connect with external tools and services via API and webhooks — triggering actions in or receiving data from other platforms seamlessly, keeping your entire technology ecosystem in sync.
Agentic AI Team Member
Not just an assistant that answers — a team member that acts.
AI That Works, Not Just Talks
Agentic AI goes beyond answering questions. It can navigate the system, retrieve information, execute tasks, follow workflows, and take actions on behalf of users — like a capable team member who never sleeps and never forgets.
Power Under Strict Control
Agentic AI is powerful — and that requires responsibility. OnMisn Lawyer gives you explicit, granular control over exactly what AI can read and write across every part of the system. Grant freedom where it helps, restrict where it matters — you stay in control at all times.
Security Enforced by the System, Not by Trust
AI can only access data the user is privileged to see — enforced server-side, not by instruction. A CEO can ask the AI anything firm-wide. A junior assistant's AI operates within their data boundaries only. The system enforces it — no exceptions, no leaks.
Personal AI, Personal Billing
Every user has their own AI instance with separate usage billing — currently supported for Anthropic Claude. Clear, individual accountability for AI usage across the entire firm.
Your AI, Your Workflows
Chat with your AI about your matters, your data, your firm. Or go further — dedicate entire workflows exclusively to AI execution. From answering a quick question to running a complex multi-step process, your AI grows into the role you give it.
Client Portal
Your clients, informed and connected — on their terms, within your control.
Financial Transparency
Clients see their retainer balances and invoices directly through the portal — no calls, no email threads asking for updates. Clear, real-time visibility that builds trust and accelerates payments.
Direct Payments
Clients pay invoices and top up retainers straight from the portal, connected to your payment providers. Faster collection, less chasing, better cash flow.
Document Access & Signed Agreements
Shared documents and mutually executed legal agreements are available securely in one place. Clients always have access to what they need — and nothing they shouldn't.
Matter Progress Visibility
For selected matters, clients can follow progress, active tasks, and upcoming activities in real time. Firms decide exactly what is visible — keeping clients informed without exposing internal workings.
Fully Secured & Controlled
Every client sees only what they are explicitly granted access to. Granular controls let your firm manage visibility at every level — by client, matter, document, or action — in a secure, professional environment that reflects your firm's standards.
Client Web Forms
Clients enter their data once, correctly — directly into the system.
Structured Data, Straight from the Source
For case types like uncontested divorce, clients provide hundreds of individual data points directly — names, dates, children, legal and financial background, etc — all flowing straight into the right fields in the system. Less typing for your team, fewer errors, faster case opening.
Case Type Specific Forms
Different cases need different information. Each case type has its own tailored web form — showing only what is relevant, in the right order, with the right structure. Clean, focused, and purpose-built for each legal matter type.
Accessible from the Client Portal
All forms are available directly within the Client Portal — easy to find, safe to complete, and designed to be paused and resumed at any point. Clients work at their own pace without losing progress or starting over.
Beautiful on Every Device
Whether a client is on a desktop, tablet, or phone, the experience adapts. Layouts, inputs, and navigation are tailored to the screen — making a complex multi-step form feel effortless regardless of how or where the client fills it in.
CRM & Marketing
From first ad click to loyal client — every step connected, every opportunity captured.
Ad Platform Integrations
Connect directly with Google, Facebook, LinkedIn, and other leading ad platforms. Track exactly where your leads come from, measure real ROI on every campaign, and let the system automatically capture new prospects the moment they engage.
Full Pipeline, From Prospect to Closed Matter
Every interaction is tracked from the very first contact. Leads flow into opportunities, opportunities become clients, clients become matters — all in one connected system with complete history visible at every stage, with nothing lost between marketing and legal work.
Complete Marketing Toolkit
Landing pages, SEO tools, A/B testing, Drip Campaigns and beautiful email marketing templates — everything needed to attract, nurture, and convert prospects. Run sophisticated multi-channel campaigns and measure what works, all without leaving the system.
Website
Your firm's front door — professional, alive, and always up to date.
Modern & Beautiful by Default
Built with professional design tools, drag-and-drop building blocks, and a rich library of templates and free photos. Your website looks the part from day one — and grows more polished as your firm does.
Your Central Client Hub
More than a brochure. Your website is where prospects find you, clients log into their portal, web forms get filled in, invoices get paid, and marketing campaigns land. Every client-facing capability of OnMisn Lawyer connects through your website seamlessly.
So Easy Your Team Will Actually Use It
No developers, no IT requests, no waiting. Any team member can add a page, update content or publish a blog post — with a simple visual editor that makes the right result obvious. Your website stays current because keeping it current is effortless.
Integrations
OnMisn Lawyer connects to the tools your firm already lives in.
Deep Microsoft Office Integration
Native plugins bring OnMisn Lawyer directly into Word, Outlook, Excel. Work inside the tools your team already knows — with matter data, contacts, documents, and timesheets accessible without switching applications.
SharePoint & OneDrive
Deep, bi-directional integration with SharePoint and OneDrive keeps your documents structured, accessible, and automatically organized — with OnMisn Lawyer enforcing folder structure and filing rules directly inside Microsoft's ecosystem.
Thousands of Third-Party Connections
Built on Odoo's powerful open API and a rich marketplace of connectors, OnMisn Lawyer integrates quickly and reliably with accounting systems, payment gateways, communication platforms, ad networks, and hundreds of other business tools. If it has an API or supports webhooks — it connects.
Mobile Access
Your entire firm, in your pocket — not just a smaller screen.
A Full Mobile Experience
Native mobile apps and a fully responsive interface ensure OnMisn Lawyer works beautifully on any device. But mobile access here means more than just viewing data — it means working fully, from anywhere, without compromise.
Notes on the Go
Microsoft OneNote integration means attorneys capture thoughts, meeting notes, and case insights naturally and instantly — automatically structured, filed, and available to the whole team the moment they're written.
Documents, Live in Your Hands
SharePoint and OneDrive integration lets you open, edit, and save case documents directly from your phone or tablet — with full Office mobile app support. Review a contract in a taxi, sign off on a document between hearings, keep work moving.
Dashboards at a Glance
Key metrics, matter progress, financial summaries — distilled into clean mobile dashboards that give partners and managers the firm overview they need in seconds, without sitting down at a desk.
AI That Digs Deep, Wherever You Are
Your Agentic AI team member travels with you. Ask complex questions about matters, clients, financials, or timesheets on the move — and get real, data-backed answers instantly, with full security enforced regardless of where you're working from.