OrdoLux is a cloud-based legal case management and practice management platform built for UK solicitors, with a focus on time capture, matter management, and billing workflows. The platform is designed for small and mid-size firms handling complex, high-value matters, including litigation, conveyancing, and private client work.
Key features and functions include:
Time Recording A time recording interface designed for rapid entry, with automatic rate calculation and time entries linked directly to the relevant matter. Timers and prompts support capture during active work, and the system automatically records time for emails sent via Microsoft Outlook.
Matter and Case Management Matters can be opened with client details, fee earner rates, and compliance fields in a single workflow. The platform supports complex and high-value matters, with dedicated workflows for conveyancing and private client practice areas including Wills, Lasting Powers of Attorney, and Probate and Estate Administration.
Microsoft 365 Integration Native integration with Microsoft Outlook, Teams, and SharePoint allows emails to be automatically captured and stored to the matter file, and matter documents to be viewed within OrdoLux while remaining stored in the firm's SharePoint environment.
WhatsApp Integration Client communications via WhatsApp — including messages, voice notes, and document uploads — can be captured directly to the matter file. Voice notes can be transcribed to attendance notes, and time can be recorded from within the WhatsApp chat interface.
Billing and Accounting Invoice generation from selected time entries and disbursements, with support for interim and final statute bills and branded PDF output. Client and office ledger management, disbursement recording, and bank statement upload for client account reconciliation are included. Integrations with Xero and QuickBooks Online support accounting synchronization.
Court Forms Repository A searchable library of 359 official HMCTS court forms across 15 practice areas. When a form is generated from within a matter, OrdoLux automatically populates fields with known firm and matter data; the completed form is saved to the matter's SharePoint folder.
PDF Bundle Generator A bundle compilation tool with ordered merge, Bates numbering, bookmarks, and a linked table of contents. Output is designed to meet CPR requirements for court submissions.
AI Legal Research Tool A research module that returns results with citations and source links for fee earner verification. Intended to support first-pass research, authorities lists, and outline drafting, with human review expected prior to use.
AI Investigator An assistant that surfaces relevant entries, inconsistencies, and gaps across a matter's documents and emails, with source links for verification.
Compliance Intelligence Monitors disciplinary findings across 18 UK regulatory bodies — including the SRA, BSB, MPTS, FCA, and others — with daily updates. Alerts can be set on specific names to notify the firm of new findings involving clients, opponents, witnesses, or team members.
KYC/AML — Checkboard Integration Know Your Customer and Anti-Money Laundering checks can be initiated directly from the matter's Compliance tab via integration with Checkboard. Client invitation, status tracking, and report storage are managed within the platform.
Electronic Signatures Documents can be sent for electronic signature at no additional cost from within the platform.
Mobile Access iOS and Android mobile applications allow time capture, matter access, and document upload from any location.
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