Your firm shapes the software. Not the other way around.
BTL Practice is the only practice-management platform built AI-first from the core. The same Claude that drafts your letters and watches your deadlines also helps you build the software around how you actually work — your workflows, your documents, your forms, your reminder cadences, your authority levels. No two firms run the same configuration.
Quietly handles the work of ten different back- office roles — so a 2-lawyer shop runs like a 20-person firm.
No credit card required. Hosted in Canada (ca-central-1). Cancel any time.
yourfirm.btl.law / matters / 2026-0042
BTL-2026-0042
Smith Holdings — VDP filing
Voluntary disclosure · Active · Hourly · Opened 2026-05-02
Trust balance
$8,420.00
AR outstanding
$1,250.00
AI briefing · updated 2 min ago
Client filed 2018–2022. CRA opened a 152(7) audit on 2026-04-12. Deadline to respond is 2026-06-12. Trust covers next two billing cycles; AR has one invoice past 60 days — your usual collection email is queued.
Built on practice from real Canadian firms
Every firm runs a different copy of the platform.
We don't ship a one-size-fits-all template. The AI sits with you, learns how your firm actually practices, and shapes the software accordingly — the same way a good COO would, except it never sleeps and it codes the configuration as you describe it. No two tenants in production today run the same configuration.
∞
Custom matter types
∞
Workflow steps per type
∞
Custom fields per matter
3
UI + AI languages
Your workflows
Describe how a Section 160 case moves through your firm — the AI proposes the steps, the deadlines, the auto-tasks, the document requests. Tweak in plain English. Save as a template every new matter follows.
Your documents
Drop in your old engagement letter / demand letter / status update. The AI turns them into templates with merge fields, captures your firm's voice, and offers improvements you can accept or reject one paragraph at a time.
Your forms
Need a new intake form for a specific kind of case? Tell the AI. It builds the questionnaire, lets clients fill it via the portal, then summarises submissions so staff don't read raw answers.
Your permissions, your reminders, your everything else
Authority levels, AR collection cadence, retainer follow-up rhythm, KYC verification thresholds — all tunable in plain language, surfaced where the lawyer who runs the firm can actually see them.
Firm setup · Claude
This entire firm's setup took 14 minutes.
The output of a 10-person back office, without the payroll.
Quietly handles the work a small firm would otherwise need ten different people to cover. Your lawyers spend their hours on the legal work.
Intake coordinator
Triages every inbound lead, books consults, sends retainers.
Paralegal
Drafts letters, court forms, and engagement docs from the file.
Bookkeeper
Posts trust + general entries, parses bank statements, reconciles monthly.
File clerk
Captures, files, and tags every document to the right matter.
Billing clerk
Generates monthly invoices, runs the mass-bill batch, applies trust sweeps.
Collections
Sends AR reminders on YOUR cadence, escalates only when needed.
Secretary
Maintains the calendar, sets reminders, sends meeting confirms.
Marketing
Composes newsletters, builds embed forms, attributes referrers.
Compliance officer
Watches LSO By-Law 9 / Rule 3.3-2 / Form 9A across every file.
IT admin
Manages roles, permissions, integrations, and Zoom credentials.
And it doesn't take vacation, doesn't quit, and doesn't need training every January.
Software you can actually customise.
Not a settings page with twelve toggles. Real, AI-assisted structural changes — described in plain English, applied in seconds, owned by you.
Build your playbooks.
Open a matter type, ask the AI to draft the steps for, say, a CRA objection — it suggests the sequence, due-date offsets, auto-tasks, and document requests at each stage. Edit any step in place; everything materialises onto every new matter.
CRA objection · 6 steps
- ✓Open file + scope letter
- ✓Confirm objection deadline (T400A)
- 3Gather NOAs + supporting documents
- 4Draft Notice of Objection
- 5Submit + monitor CRA receipt
- 6Appeals officer engagement
Capture your firm's voice.
Upload your existing letters; Claude turns each into a merge-aware template you own. Add new ones by describing them in a sentence. Every new matter pulls the right templates, pre-filled with client + file context.
engagement_letter · merge-aware
Dear {{client_first_name}},
Thank you for retaining {{firm_name}}. We will represent you in {{matter_type}}. Our hourly rate is {{hourly_rate}}, and we require a retainer of {{retainer_amount}}.
✓ AI suggested 2 improvements
Capture what only the client knows.
Build intake forms, conflict checks, post-consult questionnaires — anything. Clients fill them in the portal. AI summarises responses before they hit your inbox.
Section 160 intake · 4 fields
AI will summarise responses when the client submits.
Everything a Canadian firm needs in one place
Built ground-up for LSO discipline rules, multi-tenant from day one, and powered by Claude for the work nobody wants to do manually.
Matter management
Open a matter in 30 seconds. AI extracts client, type, and deadlines from raw intake notes — no forms to fill. Custom fields per practice area + per-matter modules.
Trust accounting (By-Law 9)
Form 9A built in. Monthly recons signed by a lawyer. Read-only-lock evaluator. Three-cheque cap. NSF return tracking. Per-matter trust-floor alerts. Audit trail per cent.
Billing + AR
Per-staff hourly rates with per-matter overrides. Two-day batch billing. Trust-sweep automation. Interest on overdue. Stripe / Interac / cheque. Multi-channel invoice send (portal + SMS + email).
AI Case Pilot
Chat with any file. Draft engagement letters, demand letters, status emails — all merge-field aware. Cross-matter similarity search. Per-matter inbox of AI-prepared actions ready for your review.
Document automation
Template engine with merge fields for client, matter, lawyer, firm. Drafts save to the matter or send as email in one click. Per-locale templates so French + Spanish variants ship alongside English.
AI deadlines + tasks
Claude scans every inbound document, scheduling order, and contact note for implied deadlines. A review-and-approve queue turns extracted dates into calendar events with one click.
Client portal + KYC
Branded portal where clients sign retainers, pay invoices, upload documents, and complete KYC ID checks — all on your subdomain.
E-signing + online notary
In-app signature requests with audit trail + tokenized links. Online notarization for affidavits and statutory declarations.
Court forms library
80+ fillable forms across TCC, Federal Court, all provincial superior + small-claims courts. Auto-fill client + matter data; render to PDF; track court file reference once filed. Per-matter and per-module scoping.
AI firm search
Natural-language search across every matter in the firm — Claude returns grounded answers with deep links. Backed by a RAG index of structured matter cards refreshed nightly.
Today briefing
One-screen morning view: tasks due, court appearances, limitations approaching, hours logged, low-trust matters, alerts, weather, curated good-news headlines. Localized in English, French, or Spanish.
Matter pipeline kanban
Firm-wide view of every open matter, columns = stage, cards = matters with client + age. Filter by practice area; advance stages with one click. Identical to how you'd lay it out on a whiteboard.
Marketing ROI
Joins lead source attribution (web, referral, SEM) to realised matter revenue. Per-source conversion rate + $ realised per lead. Spend less on the channels that don't pay.
AI billing teammate
End-of-month billing as a configurable job: AI assembles drafts from time entries, refines descriptions, auto-approves under a $ threshold, holds the rest for human review. Built-in checkpoints.
Multi-language
English / French / Spanish across the interface. Per-user preference + per-tenant default. AI drafts, emails, and documents come back in the user's chosen language with locale-aware conventions.
DO NOT CONTACT guard
Hard block at the email-send layer for any address flagged as opposing party, adverse contact, or PIPEDA self-exclusion. Misclicked sends become audited blocks instead of awkward conversations.
Internal video calls
Camera-to-camera staff calls hosted inside BTL — rings teammates, transcribes the conversation, prompts you to docket the time. Zoom hub for external meetings.
Accountant + referrer portals
Limited-scope portals so external accountants can upload returns and referrers can see their attribution + revenue earned.
Sequenced intake automation
Drop a prospect into 'consult scheduled' and a multi-step email sequence (welcome → reminder → retainer prompt → no-show recovery) runs on the cadence you set.
12+ AI features in the last 90 days
We don't ship a roadmap; we ship product. Every quarter a stack of new AI-powered surfaces lands automatically across every tenant — no upgrade fees, no migration projects, no re-training. Recent drops:
- AI Case Pilot — per-matter chat with merge-aware drafting
- AI firm search — RAG over every matter card, nightly refresh
- AI deadline extractor with review-and-approve queue
- AI matter intake wizard + auto-conflict-check + lead scoring
- AI bill-description rewriter + AI end-of-month billing teammate
- AI client status-update generator + AI engagement-letter customizer
- AI IRAC memo writer + AI brief / pleading drafter
- AI hearing script + AI deposition prep + AI brief-of-evidence builder
- AI redaction tool + AI document anomaly detector + OCR for scanned PDFs
- AI Canadian tax-research assistant + cross-matter docs Q&A
- AI receipt classifier + AI voice dictation → time entry + AI matter close checklist
- Multi-language UI + AI output in English / French / Spanish
Customers don't request these — the platform's own usage telemetry surfaces the next bottleneck and an AI-built feature ships against it.
Describe the page you want. The platform builds it.
BTL Practice is the only platform where the AI doesn't just answer questions — it writes new pages and new widgets that mount directly into your interface. From the moment you start using it, your copy of the software begins diverging from every other firm's. By month three, no two tenants look alike.
Describe it
“Add a panel to the matter dashboard that shows me the client's last three CRA notices, color-coded by deadline.” That's the entire spec — say it in plain English, exactly the way you'd describe it to a partner.
The AI builds it
Claude reads your firm's data model, writes the widget, mounts it at the right place on the right pages, and shows you a preview. You accept, edit, or roll it back — nothing leaves draft until you say so.
Your fork keeps growing
The widget lives in your tenant only — other firms never see it. You can add fifty more over a year and we'll handle every platform upgrade behind the scenes. Your unique pages keep working.
✦ Example forks already shipped on real firms
- Matter-page panel showing the client's last 3 CRA reassessment notices
- Firm-overview chart of partner-by-partner write-off authority used
- Custom Today-briefing card: today's WSIB hearings only
- Side panel: per-client trust-balance vs. estimated-fees-to-completion
- Intake form for "Section 160 derivative liability — third-party"
- Settings page row: a "send to e-filing" toggle wired to the firm's PDF templates
None of those are paid features. Each one was built in minutes by a lawyer typing into the firm's own AI.
Tap once and do the work.
Voice mode in BTL Practice isn't a chatbot. It's an action layer — the assistant understands what you want to do, then does it. Start the clock. Save a note. Email a client. Create a task. Pull up the trust ledger. All of it with one tap on the mic and one sentence in plain English.
The voice that reads answers back to you is studio-quality too — pick from six curated AI voices (warm contralto, resonant baritone, energetic mezzo, and more) or paste an ElevenLabs key for premium prosody. Tenant picks a default; each user overrides on their own profile.
You: “Start a timer on Smith Holdings.”
BTL: Timer started on 0042-Smith Holdings. The widget is running.
You: “Add a task to call John about the audit response by Friday.”
BTL: Task created — Call John about the audit response, due Friday.
You: “Email the client to confirm tomorrow's meeting.”
BTL: Drafted. Opening the email composer with subject + body pre-filled.
You: “Open the trust ledger for Goran Corp.”
BTL: Opening Goran Corp — trust transactions.
You: “Make a note that the client agreed to a settlement of forty thousand.”
BTL: Saved to the matter notes.
Listening…
"Start a timer on Smith Holdings."
✦ Action taken
Timer started · 0042-Smith Holdings · 00:00:08
Plug into the stack you already use. Ship your own.
BTL Practice ships 35+ curated integrations — every meaningful tool a Canadian firm touches, from QuickBooks to CRA EFILE to the major court e-filing portals. Each one has a setup wizard; OAuth where possible, encrypted credentials where not.
Past the curated list: a developer marketplace where any approved developer can publish an app a tenant installs in one click. Apps get scoped API access (you pick the scopes), an audit log of every call, and a one-tap revoke when the firm changes its mind. Build your own apps for your own firm, or distribute to other BTL tenants and earn a share of revenue.
- Connect once, syncs continuously — no copy-paste between systems
- Tenant-scoped, encrypted credentials — never visible to other firms or the platform team
- Webhook + public REST API for everything else
- Coming-soon integrations: tenants click "Notify me" instead of getting a dead link
QuickBooks
Xero
Gmail
Outlook
Google Calendar
Microsoft 365
Zoom
Teams
DocuSign
Dropbox
OneDrive
Google Drive
Box
Stripe
Plaid
Twilio
MessageBird
ClickSend
Mailchimp
Constant Contact
Slack
Zapier
Webex
Google Meet
OpenAI
Anthropic
ElevenLabs
Westlaw
Lexis+Practical Law35+ shipping today · open developer portal at /developer
We sweat the Law Society details so you don't have to.
Every Canadian practice management system claims to handle trust accounting — almost none of them get the By-Law 9 details right. We do, and we'll show you how.
- Form 9A trust requisition — generated, e-signed, attached to the cheque
- Monthly reconciliations signed within 25 days (ON) / 30 days (BC, AB)
- Read-only-lock evaluator: AR > credit limit + trust insufficient → matter locks
- Three-cheque rule + NSF return cycle + bailee override + 152(7) re-issue
- Valuable property record (By-Law 9 s. 18(1)(h)) — wills, USB drives, originals
- Identification + Rule 3.3-2 client verification with staleness alerts
- Per-cent audit trail on every trust movement, viewable in the partner inspection report
Trust reconciliation · April 2026
✓ Reconciled & signed by Dale Barrett, P.C.
2026-05-13 at 14:22 EDT · within the 25-day By-Law 9 window.
Locked snapshot. Any further trust postings open a new reconciliation period.
Why firms switch from Clio and PCLaw
Both are venerable products. Neither was designed for the way modern Canadian firms practice in 2026.
| Capability | BTL Practice | Clio Manage | PCLaw |
|---|---|---|---|
| AI shapes your workflows + documents | |||
| Customise the software in plain English | |||
| Multi-jurisdiction trust rules (ON / BC / AB) | partial | ||
| Form 9A built in | |||
| AI matter chat + draft (Claude) | addon | ||
| Cross-matter similarity search | |||
| Read-only-lock evaluator | |||
| Per-tenant AI billing (BYO API key) | |||
| Bring-your-own Stripe / Moneris | limited | ||
| Referrer attribution + revenue reports | partial | ||
| Accountant + referrer portals | |||
| Bilingual (EN / FR) UI | in progress | ||
| Hosted in Canada (PIPEDA-aligned) | varies | self-host | |
| Per-seat price (estimated) | $59 CAD | $89 USD | licence + IT |
Comparison based on publicly-available competitor documentation as of 2026. Pricing illustrative.
AI that knows your matter, not a generic chatbot.
We pull the matter, the client, the linked invoices, the activity log, the trust history, the deadlines, the referral context, the documents — and feed all of it to Claude as the system prompt. Then you just ask.
How does the AR look on Smith Holdings?
Outstanding $1,250 on invoice 0234, billed 2026-04-02 (44 days). Trust balance is healthy enough to invoice another 8 hours before triggering a top-up.
Draft a follow-up to the CRA about the 152(7) audit.
Sure — pulling the audit reference, last response date, and your firm-letterhead template…
Find similar matters where the client filed late and we got penalties waived.
Found 6 matters from 2022-2025; the closest in fact pattern is BTL-2023-0118 (waived under 220(3.1)).
Use the platform's bundled Claude allowance or bring your own Anthropic API key. Either way, AI usage is tenant- scoped, audited, and billed transparently.
Matter chat · BTL-2026-0042
Honest pricing. No per-feature gotchas.
One per-seat fee for the entire platform. AI is included (bring your own key if you'd rather pay Anthropic direct).
Starter
For solos and 2-lawyer shops
- Up to 3 seats
- Matter + trust + billing
- Client portal + KYC
- Standard AI allowance
- Email support
Practice
Most popular — for growing firms
- Up to 15 seats
- Everything in Starter
- Full AI legal copilot
- AI-assisted firm customisation
- Cross-matter search
- Accountant + referrer portals
- Priority support
Firm
For 15+ seats or multi-office
- Unlimited seats
- Everything in Practice
- Custom onboarding + migration
- Migration assistance from Clio / PCLaw
- SLA + dedicated CSM
Prices per seat per month, in CAD. Annual billing saves 15%. See full pricing details.
Frequently asked
How is this different from Clio or PCLaw?
Most practice software is a fixed feature set you adapt to. BTL Practice is AI-native: the same Claude that drafts your letters helps you reshape the software itself — your workflows, your document templates, your intake forms, your reminder cadences, your authority levels. No two firms run the same configuration, and the AI keeps doing the work of a 10-person back office in the background.
What do you mean by "the work of 10 employees"?
Intake coordinator, paralegal, bookkeeper, file clerk, billing clerk, collections, secretary, marketing, compliance officer, IT admin. The AI takes the routine slice of each of those jobs — triage, drafting, posting, filing, reminders, recons, KYC checks, integration setup — and surfaces a clean exception queue when a human is genuinely needed.
Can I really customise it without writing code?
Yes. Tell the AI in plain English what you want: "add a step to the VDP workflow for collecting NOAs" or "draft a softer 45-day AR reminder template in our voice." It implements the change inside the system; you preview before it goes live.
Can I migrate from Clio or PCLaw?
Yes. New tenants get an AI-assisted migration wizard that ingests Clio exports or PCLaw backups and lands the data — clients, matters, trust, invoices, documents — into BTL with field-mapping suggestions and a human review step.
Is data hosted in Canada?
Yes. Database and document storage live in ca-central-1. We never replicate client data outside Canada. Hosted on Supabase + AWS S3 + Vercel edge (ca-central-1 region).
How does AI usage get billed?
Each tier includes a standard Claude allowance. If you'd rather pay Anthropic directly — or you've already negotiated rates with them — paste your own API key in /admin/ai and every AI call we make on your behalf bills against your account.
How does trust accounting work?
Built ground-up against LSO By-Law 9. Form 9A for trust requisitions, signed monthly reconciliations, the read-only-lock evaluator for AR + trust health, the three-cheque + NSF cycle, and a per-cent audit trail on every trust movement. We also handle Quebec's CARTAJ and BC / AB equivalents.
Is there a free trial?
30 days, no credit card required. You can import a dump of your old system on day one and we'll bill nothing until day 31. Cancel any time.
Build your firm's own practice platform.
30 days free. Bring your data, run real files. The AI helps you set everything up. Cancel if it doesn't beat what you have today.