Everything in one place
Leads, matters, contacts, documents and deadlines, organised by matter instead of by folder.
Your whole practice, in one Flow.
Affordable practice management software for small law firms: leads, matters, documents, time and invoices in one workspace. The built-in AI reads your files, even photos and scans, and cites its sources.
Built by Lawzana
- $0for your first 2 seats
- 1 clickfrom lead to matter
- 3languages: English, Spanish and French
- 0client files used to train AI
See Flow in action
Watch Flow in 6 minutes
Three short videos follow one case, from the first inquiry to AI answers with sources.
What this video shows
- Website, contact page, Lawzana Directory: every inquiry lands here.
- Ploy is notified, from any of them.
- Two minutes later, the intake assistant replies with a secure link.
- At lunch, Lukas answers the real-estate questions.
- He uploads four documents. No account, no app.
- Then he tells Ploy he's ready to talk.
- Next morning, the lead has moved forward on its own.
- Flow checked him and the developer for conflicts.
- The AI read all four documents: a summary and key facts.
- Ask what to clarify on the call. Each point cites its page.
- After the call, Ploy logs it in one line.
- The letter starts from the firm's real-estate template, with the client, the matter and the fee filled in.
- When Lukas agrees, one click turns the lead into a matter.
- His details, documents and key facts are already inside.
What this video shows
- Every matter sits on one board, from intake to signing.
- Ploy drags Lukas's purchase to Review.
- She adds the signing date once, with a reminder 3 days before.
- It joins every other deadline on the firm calendar.
- She shares the matter with Lukas in a secure portal.
- He sends the revised SPA there, not by email.
- Next morning, Home shows what changed and what's due.
- Time goes on the matter in a few seconds.
- The flat fee becomes an invoice, finalized and emailed to Lukas from the matter.
What this video shows
- Ploy runs the purchase-agreement playbook on the draft SPA.
- Six checks in one pass, each with a status.
- Each finding quotes the clause, names the risk and suggests wording.
- Read each quote against the page yourself.
- Playbooks come ready-made by practice area. Every rule is editable.
- The Fact Grid lines up dates, parties and amounts from all four documents.
- The price change stands out.
- Ask the whole matter a question in plain words.
- The answer draws on three documents and cites each page.
- Then have it draft the update email to Lukas.
Why Flow
Run your whole practice from one place
Most small firms run on WhatsApp threads, email, spreadsheets and a shared drive. Flow puts leads, matters, documents, deadlines and invoices in one workspace, so nothing important is stuck in one person's inbox.
See how it worksLeads arrive ready to work
Enquiries from your Lawzana listing, your website form, your Flow contact page or manual entry land in one pipeline.
AI that shows its sources
Every answer links back to the document it came from, so you can check it before you rely on it.
Conflicts caught early
Check every person and company across your matters before you take on a new client.
Separate tools today
- Excel
- Word files
- Shared drive
- Calendar
With Flow
One workspace for every lead, matter, file and invoice.
Platform
Practice management, built for small firms.
Most legal software is priced and built for large firms. Flow gives solo lawyers and small teams everything in one place, at a price that fits.
Lead management
One pipeline for every enquiry. Set your own stages and turn a qualified lead into a matter in one click.
Case management
Kanban boards with your own stages. Drag matters forward, track milestones and start from a litigation, transactional or family template.
Contacts and conflicts
One record per person or company across every matter. Pull parties and dates out of documents and run a conflict check before you proceed.
AI document review
Upload a contract, a PDF or a photo of a page and get a summary with source references. Ask questions about your files and run playbook reviews with red, amber and green flags.
Case Fact Grid
Pull facts from every document in a matter into one grid: six standard columns plus up to 10 of your own. The AI fills each cell with a sourced answer.
Drafting and email
Generate documents from templates with AI field-filling and version control. Draft client emails in the tone you choose, using facts from the matter.
Time and invoices
Track time with a timer, bill by the hour or a flat fee, and send invoices in your currency with your VAT or GST. See who still owes you.
Client portal
Share documents and updates through a private link, no client account needed. You choose whether clients can upload files and message you.
Starter library
36 prompts, 13 review playbooks and 24 document templates by practice area, in English, Spanish and French.
Up and running today
Modernise your firm the same day.
No IT project and no technical setup. Create your firm, add your first matter and start working the same day.
Step 1
Create your firm
Set up your organisation and invite a colleague. The first two seats are free.
Step 2
Upload your first file
Drop in a contract, a case file or a phone photo of a document. Flow reads it and pulls out the parties, dates and key facts.
Step 3
Ask the AI
Ask a question across the whole matter. The answer comes back with links to the exact documents it used.
Pricing
Start free. Upgrade when your firm grows.
Every plan includes the full platform: leads, matters, documents, billing and AI. Paid plans add seats, AI credits and storage.
Free
For solo lawyers and two-person firms
$0/ month
- Up to 2 seats
- 50 AI credits per month
- 2 GB document storage
- Unlimited matters, contacts and leads
- Time tracking, invoices and client portal included
- No card, no time limit
Essentials
RecommendedFor growing firms that need more seats and AI
$29per seat / month
- 500 AI credits per month, pooled across the team
- 50 GB document storage
- Unlimited matters, contacts and leads
- Optional overage with a ceiling you control
Advanced
For AI-heavy firmsFor firms that lean on AI every day
$79per seat / month
- Everything in Essentials
- 1,500 AI credits per seat, pooled
- 250 GB document storage
- Optional overage with a ceiling you control
AI overage is off by default. An owner can switch it on and set a hard ceiling, so your firm never spends past the limit.
Lawzana Flow is a separate product from the lawzana.com lawyer directory. Subscribing doesn't change your directory profile, listing or ranking.
All in one place
Everything your firm needs.
From the first enquiry to the final invoice, your whole practice in one place.
Intake and leads
- Leads from your listing and website
- Custom pipeline stages
- Conflict check before a lead becomes a matter
- Lead to matter in one click
Matters
- Kanban boards with your own stages
- Milestones and deadlines
- Stage templates to start from
- Search by client, stage or assignee
Documents and AI
- Summaries with source references
- Chat with your case files
- Playbook reviews with red, amber and green flags
- Parties and dates pulled from files
Time and billing
- Timer and time entries on every matter
- Invoices in your currency, with VAT or GST
- Expenses and client trust accounts
- See unpaid invoices and send reminders
Privacy first
Built for client confidentiality.
Your clients trust you with sensitive information. Flow is set up to keep it that way.
Never used for training
Your documents and questions are never used to train AI models.
Google's AI, set up for privacy
AI runs on Google Cloud's Vertex AI service, with request logging turned off on our project.
Files stored in the US, Europe or Singapore
Your firm's uploaded files are kept in one region, shown in your settings.
Access by role
Owner, Admin, Member and Viewer roles control who sees what.
Ready to simplify your practice?
Join solo practitioners and small firms who run their whole practice on Lawzana Flow.
- Free for 2 seats
- No card required
- Cancel anytime