Legal Support for Creatives, Artists, and Innovators

Complicated case and matter management software cripple legal departments and result in reduced productivity. Long implementation cycles, painful upgrades and new features that can take years keep legal operations nearly a generation behind technologically. Limited resources who know the proprietary platforms and charges for outside counsel all contribute to an unsustainable, and difficult to justify, total cost of ownership (TCO). Most legal software vendors are perennial acquisition targets; placing any investment in traditional systems at substantial risk.

By leveraging Salesforce users experience the same user experience embraced by  over 150,00 organizations around the world. Nearly all configuration is completed with "clicks-not-code" and three automatic upgrades per year significantly decreases TCO. A vast network of resources, literally hundreds of thousands, can support and augment LegalStratus. If a person knows Salesforce, they will know how to work with LegalStratus. Interfaces to other systems are widely available and in many cases standardized.

Special Features for Corporate

Administrators can use intuitive tools to configure approval and workflow processes for nearly anything from Invoices to Budgets and Matters. They can use visualization tools to review and share processes teams for review.
Since LegalStratus uses modern technology there are no costs for invoices, to anyone, ever. There is a license cost for internal users and that's it (period).
Turn on the LegalStratus Legal Request portal and enable people outside the legal department to initiate requests, update information, check status and add documents.
Using Salesforce "Einstein" AI the LegalStratus invoice audit engine can flag line items based on words in a description. For example, if a description includes "entering time", Legal Stratus can flag the item as a potential violation of eBilling guidelines.
The LegalStratus AFA and Audit Rules system enables administrators to create nearly any combination of AFAs and Audit Rules an apply them globally, to vendors to matters. All financial rules can included in reports to track KPIs.
The optional Einstein Analytics reporting module provides legal departments with reporting tools on par with traditional applications like Business Objects and Cognos. But similarities end there. With Einstein Analytics, there are no "universes" to create or stored procedures to write. Please visit the Einstein Analytics page for more information.
Send messages and share information with colleagues and outside counsel in real time. Outside counsel can be permitted to view, add and update nearly any information in the system, from timekeepers to accruals to notes on Matters.
LegalStratus includes an option to get feedback through configurable surveys. Results can be consolidated into reports and included in firm evaluations.


LegalStratus includes support for working with international law firms. The workflow, validation and audit checks ensure complaince with VAT requirements, country-specific requirements and the EU VAT requirements for content, transmission and storage.

But, we've come to expect this from any competent e-Billing vendor.

In addition to working with Invoices, LegalStratus actually works with people that don't speak English as their first language (imagine that!). At the user's choice, or as set by a system administrator, information can be displayed in any of the following languages within LegalStratus, the Law Firm and/or Public Portal and on the LegaStratus mobile app:
  • Chinese (Simplified)                                
  • Chinese (Traditional)
  • Danish
  • Dutch
  • English
  • Danish
  • Dutch
  • English
  • Finnish
  • French
  • German
  • Italian
  • Japanese
  • Korean
  • Norwegian
  • Portuguese (Brazil)
  • Russian
  • Spanish
  • Spanish (Mexico)
  • Swedish
  • Thai
Language settings effect all captions and help documentation. User-entered data remains the same as entered. Some limitations may apply to some languages, for example even though the LegalStratus user interface is fully translated to Thai, Help remains in English.


True collaboration. Work together . . . with your law firms . . . really.

capabilities you should expect
Many eBilling systems use a three-way transport mechanism to enable sharing between law firms and corporate legal departments. in LegalStratus, the Law Firm portal is part of YOUR system. Virtually any part of LegalStratus can be exposed to your law firm partners with varying levels of access as needed.
In LegalStratus, law firms can upload invoices and review all aspects of audit checks that run on an invoice - this is functionality we've come to expect from any system. But why stop there? If an audit error shows an incorrect task code for a matter type, or an incorrect rate for a timekeeper, LegalStratus enables authorized users at the law firm to correct errors and resubmit invoices.

Billing questions? Firms can access your most recent billing guidelines and the terms of any AFAs you have with them through the portal.

Questions about Task Codes? All of your take codes and corresponding matter types are one-click away.

Issue with Timekeepers? Law firms can add and edit timekeepers through intuitive forms directly on the portal. Each entry can be routed for approvals inside the corporate legal department based on expected options: players on the matter, members of the legal ops team or anyone else in the organization.

Outstanding Accrual or Budget request? Time for a timekeeper audit? Automated workflows and alerts inform your law firms of any pending or overdue requests and can (optionally) reject invoices until designated requests are completed. Accrual and Budgets, in case you haven't guessed, can also be added directly into the Law Firm portal.

Dashboards and Reports. Invoices submitted, invoices paid, costs by timekeeper, you name it -- the get it. The more law firms can see reports on what they are doing for you, the better they can serve you and for eBilling, this means more accurate information for all facets of the system from timekeepers to invoices to budgets and accruals.Um, why are you taking the time and expense to correct their bills again?
Law Firms can access any facets of the matters they are working on. The access can be limited to any number of screens and fields. Firms can also augment matter information, if permitted, with additional notes or new documents. Once documents, such as that 10-page memo that cost a million dollars, are uploaded to the matter they become fully searchable through LegalStratus and/or can be integrated into the department Document Management System.
Chatter is an instant-messaging collaboration tool that enables people to communicate in real time. A law firm might initiate a conversation using Chatter to ask a question about an invoice. The Chatter system routes this question to appropriate personnel within the department who can address the question(s) via the Chatter interface, which is available within and outside of the LegalStratus system, including mobile devices.
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