Product · all products
Counted Legal
The practice operating system for small law firms.
Public sample firm is live. Firm sign-in with two-step verification is built and tested; hosted rollout and checkout are pending.
What it does
The short version
Counted Legal connects client intake, matters, documents, research, bankruptcy preparation, billing and firm finances in one workspace, with an attorney reviewing every legal step. Nora handles reception and Carina supports paralegal preparation.
- Carries a caller from first inquiry to a reviewed intake, a matter and an engagement without re-typing the story.
- Keeps document requests, received items and missing information next to the matter they belong to.
- Builds source-search plans for research, opens official resources and keeps findings with the matter.
- Turns recorded time and expenses into draft bills for review, and shows trust/IOLTA three-way reconciliation on sample records.
Features
What is inside
Intake and review
Inquiry to matter, conflict notes and engagement references carried forward.
Matter readiness
A readiness view per matter that shows what is done, missing and waiting for review.
Research desk
Source-search plans, official resources and saved findings with follow-up questions.
Bankruptcy paths
Chapter 7, 11 and 13 preparation order with selected official-form drafts for review.
Time, expenses and billing
Recorded work tied to the matter, draft bill review and a retained decision.
Client portal
Clients see selected case updates and document requests from their side.
Trust and IOLTA review
Bank, trust register and client ledgers compared; negative client balances flagged.
Nora and Carina
Nora for phone reception and handoff; Carina for source-linked preparation. Workflow previews.
Two-step sign-in
Password plus authenticator code, recovery codes, instant revocation, per-firm data separation.
Connections
Plaid bank feeds, BILL payables, Stripe and LawPay paths. Each needs firm-specific setup.
Who it is for
Built for
- Solo attorneys and small firms (designed to scale to about 100 people)
- Paralegals and legal assistants
- Bankruptcy practices (bankruptcy preparation is included in the Complete plans)
- Outside accountants who prepare firm finances
How it works
From first step to done
- Intake
Nora welcomes the caller and captures the reason for calling. - Matter and documents
Reviewed intake becomes a matter with document requests. - Research and prepare
Carina prepares source-linked drafts and research notes. - Attorney review
The responsible attorney reviews and releases the work. - Billing and finance
Time becomes draft bills; banking and trust stay separate.
Pricing
Published pricing
Core
1 full user included, +$49 per additional full user. Intake, matters, documents, time, billing review, research notes.
Complete + Carina Plus
Everything in Core plus bankruptcy preparation and 200 shared phone minutes ($0.29 per extra approved minute). +$99 per extra full user.
Complete + Carina Optima
Everything in Core plus bankruptcy preparation and 200 shared phone minutes ($0.59 per extra approved minute). +$129 per extra full user.
Published on countedlegal.com. 30-day trial with a 15% introductory 13-month prepay option. Support Lite seats $29 per named user/month. Bankruptcy add-on for Core: $89 per practitioner/month or $39 per prepared case. Checkout is pending.
Screens
A closer look
