Legal practice template for matter and time tracking
Open matters, track time entries, and manage deadlines without scattering files across email threads. This legal practice template models clients, matters, and billable work so partners and associates keep deadlines and trust accounting hooks coherent.
Manage matters, timekeeping, deadlines, and client documents in one practice workspace.
- Northwind v. ContosoLitigation · Due discovery Fri
- Acme Series BCorporate · Closing docs
- Estate of RiveraTrusts · Paralegal Lee
What's included
Manage matters, timekeeping, deadlines, and client documents in one practice workspace.
Intended users
- Managing partners
- Associates
- Paralegals
Suggested stack
- PostgreSQL
- Next.js
- Secure document storage
Core features
Matter intake and conflict flags
Time and expense entries
Deadline and court calendar
Document checklist per matter
Partner utilization reports
Main workflows
Open new matter
Run conflict check, set fee arrangement, assign team.
Log billable time
Capture hours against matter with narrative codes.
Track deadline
Create calendar item, assign owner, escalate on risk.
Database model / entities
Distinct domain entities — not a renamed generic CRUD list.
User roles
- Partner
- Associate
- Paralegal
- Billing admin
Possible integrations
Applications built from this template can connect to these services via their APIs.
- Google Calendar
- DocuSign-style e-sign
- Stripe
- Resend
Example prompt
Copy this into Evonx to start from a production-shaped brief instead of a blank canvas.
How Evonx customizes this template
Start from the domain model above, describe the workflows your team needs, and Evonx generates a working preview you can refine. For teams with an existing codebase, the same agent can extend repositories instead of starting from a blank project.
Related resources
FAQ
Does the template include conflict checking before intake?
Client and matter intake can flag potential conflicts for partner review before the matter is marked active.
Can associates enter time on matters they are assigned to only?
Yes. Time entry and document access can be scoped to matter team membership while partners see firm-wide utilization.
How are court deadlines escalated?
Deadlines carry owners and lead times; approaching dates notify the responsible attorney and practice admin.
Is trust accounting included out of the box?
Core entities leave room for trust ledgers; describe your jurisdiction’s trust rules in Evonx to generate the ledger and reconciliation screens you need.
Build production software with Evonx
Start from a template or connect an existing repository. Evonx helps you ship real applications with preview, evolution threads, and pull-request delivery—not disposable demos.