Intake & matter operations
Enquiries, prospective clients, matters, responsible practitioners, tasks and matter status—with distinct preparation and activation checkpoints.
Organise the case from the first contactBring client intake, matter work, legal teams, documents, time and billing preparation into one governed operating experience—built around how legal professionals actually practise.
LegalPractice360 connects the people, records and checkpoints behind a matter. Start with an enquiry, establish authorization and engagement, coordinate work, and prepare billing—with ERP360 providing a shared foundation for identity, access and interoperability.
See how the workflow fits togetherPractical legal tools, presented as a connected journey—not a maze of disconnected modules.
Enquiries, prospective clients, matters, responsible practitioners, tasks and matter status—with distinct preparation and activation checkpoints.
Organise the case from the first contactControlled professional appointments, identity binding, FICA/CDD, conflicts, engagement approvals and independent reviewer evidence.
Persistent matter timers, work queues, legal activities, docket tracking and calendar-readiness views to help the team stay coordinated.
Document requests, privilege-aware communication preparation, Contract360 evidence and governed DocuSphere360 custody handoffs.
Time-to-prebill preparation, maker/checker finance review, fee notes, matter-oriented reporting and controlled accounting connections.
Dedicated practice, finance, review and client contexts, with authenticated permissions, guided next steps and restricted pre-engagement visibility.
Built with a distinction that matters: a prepared request is not a completed legal, financial or provider transaction. External certifications remain subject to real authorization and independent acceptance.
Explore how LegalPractice360 guides the people responsible for the matter, rather than asking them to navigate every back-office module.
See your work in context, record time, prepare documents, and know which decisions still need independent sign-off.
Prepare client intake, assign responsible staff and hand each independent verification to the correct person.
Capture billable activity and prepare reviewed financial handoffs without bypassing statutory, trust or independent accounting checks.
Keep each client within their own entitled matter view. Held or pre-engagement preparation records are not prematurely disclosed.
Govern appointments, legal identity, clearance, provider evidence and readiness with recorded, scoped authority.
Each stage gives teams a clear purpose and a defined next action, with independent approvals where required.
Intake, parties, scope and a proposed responsible practitioner.
PrepareIndependent professional, client, conflict and FICA review.
VerifyVerify terms, signatures and an authorized matter opening.
ApproveWork queues, time, documents, notes and secure communications.
DeliverFee preparation, independent finance review and certified provider handoffs.
ReconcileUse shared ERP360 identity, role controls and operational handoffs while connecting the right specialist capabilities for your practice.
Professional practice workflows powered by the Numerish ERP360 identity and integration fabric.
Identity, access, tenancy and application governance.
Document request, version and custody workflows.
Engagement agreements, signatures and receipt checks.
Prebills, invoice oversight and financial reconciliation.
Permissioned event delivery, reminders and synchronization readiness.
Guided discovery, add-on adoption and commercial planning.
Integration readiness varies by deployment, jurisdiction, entitlement and provider approval. This page does not represent uncertified external connections as active or legally approved.
LegalPractice360 uses explicit approval states, role-scoped access and traceable evidence to separate operational preparation from regulated execution.
Discuss governance in a demoAuthenticated, scoped staff roles and independently verified professional registration.
Distinct human reviewers for appointments, engagement, legal and financial controls.
Append-only approval records, source references and condition-based release decisions.
External signatures, financial postings and legal source credentials must be genuinely verified.
LegalPractice360 includes controlled practice workflows and governed integration pathways. Live regulator, financial, document, calendar and notification transactions require authorized credentials, independent acceptance and deployment-specific approval. Certification or regulatory authorization is not implied unless independently verified.
Everything from everyday practice workflows to privacy and international compliance, organized by topic.
Law firms, legal practitioners, legal-service organizations and professional teams that need governed matter work, responsibility tracking, document preparation and controlled billing workflows.
Yes. LegalPractice360 is designed around ERP360 identity, workflow and integration contracts, with controlled handoffs to specialist services such as Contract360, DocuSphere360, Accounting360 and Notification360. Activation depends on the specific provider, entitlement and acceptance requirements.
Intake preparation, matter lifecycle controls, work queues, persistent timers, activities and legal operational views are part of the current implementation. A held matter cannot become active simply because someone changes a status field; independent prerequisites are checked first.
Access is tied to ERP360 tenant and role assignments. The workflow distinguishes the practitioner, administration maker, independent reviewer and provider-verification authorities. Clients are restricted to their authorized matter scope, and pre-engagement held matters remain private.
Request a tailored walkthrough to review your legal practice roles, matter lifecycle, required integrations and rollout controls. View PricingHub for commercial options and add-on discovery.
Not yet. LegalPractice360 includes implemented safeguards and technical controls aligned with international security, privacy, legal and financial governance requirements. Internal tests do not establish independent certification or universal legal compliance. Legal-source licences, professional-regulator verification, trust reconciliation, statutory invoicing, document custody, e-signature, calendar and delivery providers each require appropriate real-world evidence and approval before regulated use. Availability depends on jurisdiction, subscription and deployment.
The compliance programme maps controls to ISO/IEC 27001 (information security), ISO/IEC 27701 (privacy information management), ISO/IEC 42001 (AI governance), ISO 22301 (business continuity), ISO 15489 (records) and related guidance. These are implementation and assessment targets, not a claim that Numerish or LegalPractice360 holds independently issued certificates. Formal management-system audits, approved evidence and certification decisions remain separate requirements.
Privacy workflows include role-based access, governed data-subject requests, legal holds, restricted processing, retention safeguards and controlled data exports. The control framework also includes an explicit export allowlist and jurisdiction-aware incident triage. Compliance with the EU/UK GDPR, South Africa's POPIA, Nigeria's NDPA and other applicable laws must be assessed for each organization's processing activities, data transfers, service providers and jurisdictions. Sensitive export delivery remains restricted until identity, privilege and secure-delivery verification is approved.
ERP360-scoped identities and permissions help separate practices, clients and authorized reviewers. Matter access, legal holds, processing restrictions and independent approvals reduce exposure. Privileged records are not automatically released through privacy exports; the responsible practice must verify the requester, review third-party information and legal privilege, and approve secure disclosure. Security, access and retention controls still require operational and independent assurance.
LegalPractice360 integrates with Accounting360 for governed financial handoffs. Financial governance controls distinguish an advance payment from earned revenue under IFRS 15 and require functional-currency and exchange-rate evidence relevant to IAS 21. Applicable IFRS reporting, IFRS for SMEs, IFRS 18 transition requirements and local tax obligations depend on an organization's accounting policies and independently approved ledger, reporting and statutory issuance workflows. An internal financial check is not an audited financial statement or accounting certification.
No. LegalPractice360 provides controlled trust and financial review workflows, but handling client money requires jurisdiction-specific trust rules, separate client and practice balances, verified bank and ledger evidence, maker/checker approvals and independent accountant or regulator acceptance as applicable. Uncertified trust transfers and financial postings remain restricted.
LegalPractice360 is designed for jurisdiction-specific configuration, not automatic worldwide authorization. South Africa and Nigeria have initial country-scoped configuration packs, while legal research sources, professional registration, court services, notarial actions, tax rules and provider licences must be independently authorized for each enabled jurisdiction. A feature offered in one country does not imply permission to use it in another.
No. LegalPractice360's controlled AI workflows require human professional review for consequential actions. Autonomous court filing, external legal advice, trust-money movement, unreviewed legal decisions and statutory financial issuance are restricted. AI output and legal citations still require qualified human validation against authorized jurisdiction-specific sources.
Technical gates test access scopes, evidence trails, privacy restrictions, provider integrations and accounting safeguards. The compliance programme tracks internationally relevant frameworks and required external evidence, while independent ISO assessments, professional verification, financial certification, security testing and production release approvals remain separate gates. A successful internal test is never represented as a regulator approval, external audit opinion or certified production transaction.
Contact the responsible practitioner, practice administrator or designated privacy contact for your organization. For a Numerish platform concern, use your authorized Numerish support route so it can be assessed and escalated. Privacy-rights requests and potential breaches require identity checks, appropriate confidential handling and jurisdiction-specific review. Do not include privileged matter documents, access credentials or sensitive client information in a public demo enquiry.
Regulatory requirements and approved integrations vary by jurisdiction and deployment. Implementation safeguards do not imply independent certification.
See how LegalPractice360 can fit your team's matters, approvals, documents and financial workflow—without losing the controls that make your practice accountable.
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