Below is a complete inventory of what BTL Practice ships today. None of it is gated behind add-ons or "enterprise tiers" — what you see is what every paid seat gets. And the AI rewires it to fit your firm.
Every firm's BTL Practice runs a different configuration — workflows, fields, templates, permissions, even the language. The AI does the configuring with you, in plain English, and it never goes stale.
Describe a case type to Claude. It proposes the workflow steps, due-date offsets, auto-tasks, and which documents to request from the client at each stage. Tweak in plain English; the configuration is committed instantly.
Upload an existing engagement letter / demand letter / status update; Claude converts it into a merge-aware template with your firm's voice intact. Add new templates by describing them in a sentence.
Build any questionnaire — VDP intake, conflict check, post-consult survey, Section 160 fact-finding. Clients fill via the portal; AI summarises responses before they hit your inbox.
Attach a list of documents to each workflow step. When a matter reaches that step, the system auto-spawns a client-facing upload request and reminds the client on an escalating cadence until everything's received.
Tell the AI "only senior associates can write off over $500" and it maps the rule into the task-authorisation matrix. Edit any time without code.
The AI absorbs the routine slice of intake, paralegal, bookkeeper, file clerk, billing clerk, collections, secretary, marketing, compliance, and IT-admin work — so your lawyers focus on the legal practice itself.
Pick a default language per tenant; each user can override on their own profile. The interface, the AI-drafted emails, the AI-generated documents — everything comes back in the user's chosen language. English, Canadian French (Quebec legal conventions), and Spanish ship today.
Build a French welcome letter alongside the English original; the engine looks up `(tenant, code, user_locale)` then falls back to the canonical row. No duplicated workflows — one template, many language faces.
Your morning glance at everything that matters — and one-click launchers for the AI work you'd otherwise procrastinate.
Tasks due, court appearances scheduled, calendar events, limitations within 7 days, hours logged, alerts inbox, low-trust matters — surfaced before you've finished your coffee.
A 4-card pastel panel ships every AI workflow you'd otherwise hunt for: Schedule events from documents, Automate your bills, Analyze a document, Ask a question. One-click into each.
Set a $ floor on any matter's trust balance. The Financial widget flips red when the balance falls below; the daily briefing surfaces the matter; staff act before the file goes negative.
User-set city for local weather. A curated good-news headlines feed alongside — small, but turns the briefing into something staff actually want to open.
See every open matter on one board, organized by stage, with one-click advancement.
Columns are matter stages (Consultation → Pleadings → Discovery → Settlement). Cards are matters with client name + age. Filter by practice area. The whole firm at a glance.
Click a card's stage chip and pick the new stage. The workflow engine fires the next stage's auto-tasks, document requests, and reminders automatically.
Joins lead source (web, referral, paid) to realised matter revenue. See per-source conversion rate + $ realised per lead. Spend more on the channels that pay, less on the ones that don't.
Tag each prospect cold / possible / strong / not-a-fit. Counts widget at the top of the prospects page so partners triage at a glance.
Natural-language search across every matter in the firm. Per-matter AI Actions inbox that drafts work for your review.
Every matter gets a structured summary card (facts, last 10 activities, open tasks, trust balance, open AR). Nightly differential refresh — only matters whose inputs changed get re-indexed.
Voyage embeddings + pgvector HNSW. The 25 most semantically relevant cards ship to Claude per query so token cost stays flat regardless of firm size.
Claude pre-stages draft communications, draft invoices, document summaries, and suggested tasks. Accept or dismiss each with one click. Like a junior associate that always shows their work.
Upload a scheduling order, Claude extracts every deadline + queues them with source citations. Lawyers accept the dates with one click; calendar events + tasks materialise.
Eighty-plus fillable forms across every Canadian court — pre-loaded, auto-filled, attached to your matter.
TCC General + Informal, all CRA prescribed forms, Federal Court / FCA, SCC, ON Superior + Small Claims, BC Supreme + Small Claims, AB Court of King's Bench, AB Provincial, SK / MB / QC / NS / NB / NL / PE.
Pick a form, pick a matter, and every field with a `client.*` / `matter.*` autofill hint pre-populates. Render to PDF, attach to the matter file.
Forms tie to both a matter and (optionally) a module so the right files surface in the right module tab. The matter's Court Forms tab shows everything with module badges.
Once filed with the court, paste the court-issued file reference; the form locks read-only and the reference shows on the matter timeline.
After saving and finalising a form, a docket prompt pops up with the elapsed time pre-filled. One click logs a time entry tied to the matter.
Open, track, close — without losing the thread.
Paste a phone-call note or email thread, Claude extracts client, matter type, key dates, and suggested tasks.
Each matter gets workflow modules (e.g. VDP filing, Tax Court appeal, real-estate closing) with their own status, deadlines, steps, and notes.
Override any staff member's hourly rate on a specific file from a single page; defaults remain firm-wide.
Automatic lock when AR > credit limit and trust insufficient. Bailee flag for property-only matters. Full audit trail.
Adverse-party register with name + email + phone; checked on every new matter open.
Closure-request approval chain. Auto-emails to client on close, with retention reminders.
The piece every competitor cuts corners on.
Trust requisitions generated, e-signed, and attached to the cheque without ever leaving the matter.
25-day window (ON), 30-day (BC, AB). Lawyer-signed. Locked snapshot per period — no retroactive edits.
OFX / CSV ingestion. AI helps match deposits to trust ledger entries. Manual override for the edge cases.
Hard ceilings on outstanding cheques. NSF returns trigger automatic re-issue tracking + collections email.
Ontario By-Law 9, BC Rules 3-58 to 3-87, Alberta Rule 119.10, Quebec CARTAJ — each tenant picks its jurisdiction at signup.
Sweep eligible balances to general at month-end with a one-click confirmation. Form 9A logged for every transfer.
Predictable invoicing on a two-day cycle.
Bill all eligible matters on the firm's chosen billing days (e.g. 15th + month-end). Per-matter overrides supported.
Time activities snapshot their rate at logging. Invoice draft → review → finalize → deliver. Every step audited.
Apply trust to the invoice automatically per LSO rules. Generates the Form 9A for the matter file.
Per-tenant annual rate + grace days. Cron computes interest daily; surfaces as line items on the next bill.
Clients pay through the portal (Stripe), bank e-transfer (Interac), or mail a cheque. All three reconcile back to AR.
Claude lives inside every matter.
Ask any question about the matter; Claude has the full context as system prompt.
Generate engagement letters, demand letters, status emails, status-of-file reports — all merge-field aware.
"Find me other VDP files where the client filed late and we got penalties waived" — Claude searches your firm history.
Scans every inbound document and contact note for implied deadlines, queues them for one-click review.
Use the platform Claude allowance or paste your own Anthropic API key under /admin/ai. Tenant-scoped, audited.
Less paperwork, more practice.
{{merge-fields}} for client, matter, lawyer, firm, and today's date. Categorize by engagement / retainer / demand / closing letter.
One click to render a template, save to the matter, or send as email. Drafts can be re-rendered with updated data.
Token-link signature requests sent by email. Audit trail (IP, timestamp, signer identity). 90-day expiry default.
Integration scaffold for online notary platforms. Affidavits, statutory declarations, commissioned documents.
Chat with any uploaded document. Claude reads the extracted text + answers questions about that specific file.
Branded experiences for everyone who touches the file.
Publish a public-facing law-firm landing page right from inside BTL — hero, about, practice areas, and contact, served at /site/<your-slug>. Edit at /admin/website. Custom domains and multi-page support arrive next sprint.
Clients sign retainers, pay invoices, upload documents, see file status. Magic-link login by email — no passwords.
Limited-scope access for external accountants doing T-slip work, with file-by-file invitation and revocation.
Referrers see attribution + revenue earned from files they sent your way. Drives more referrals over time.
Every regulatory checkbox, by design.
Per-client identification + verification dates with staleness alerts. Rule 3.3-2 + LSO §22-23 compliant.
Track wills, USB drives, originals — every physical item the firm holds for a client. By-Law 9 s. 18(1)(h).
Seniority tiers map to sensitive actions (write-offs, over-limit overrides, refunds). Lower number = higher authority.
Every state change written to an immutable audit table with actor, timestamp, before/after.
Describe a page in plain English; the AI writes a widget that mounts into your interface. From day one your platform diverges from every other firm's.
Tell Claude what you want to see ('a panel on the matter dashboard showing the client's last three CRA notices') — it emits a Widget DSL document, mounts it at the right place, and shows you a preview. Accept, edit, or roll back.
Widgets can pin to the home page, the matter dashboard, the Today briefing, the per-module page, the firm-wide settings — every meaningful surface exposes a mount point.
Every fork is versioned. Roll back to any prior revision with one click. Platform upgrades never break your forks — we maintain the contract; you keep your additions.
Other firms never see your forks. Conversely, your interface never gets cluttered with the long tail of someone else's edge cases.
Real firms are running custom CRA-notice panels, partner write-off authority charts, hearing-only Today cards, and "send to e-filing" toggles on their PDF templates — none of which existed in the base product.
Tap the mic, say what you want done; the assistant performs the action and confirms in a studio-quality voice.
Start a timer on a matter. Stop a timer (saves a draft time entry). Create a task with priority + due-date. Save a cleaned-up note. Compose an email and pre-fill the composer. Navigate anywhere. Search anything. All from one sentence.
Say 'start the clock on Smith Holdings' from anywhere in the app — the assistant matches 'Smith Holdings' against your matter index and attaches the timer correctly.
Six premium OpenAI voices (Nova, Onyx, Shimmer, Echo, Fable, Alloy) ship by default; ElevenLabs voices when you provide a key. Tenant picks a default; each user overrides on their personal page.
User's preferred language (English / French / Spanish) drives both the UI AND the voice output. Quebec French uses formal vouvoiement; Spanish uses formal usted. The voice speaks in your chosen language.
Browser fallback always available for offline / privacy-mode use. SAFE_MODE suppresses outbound voice synthesis during QA so no paid-API charges accrue during testing.
35+ curated platform integrations + a developer marketplace where any approved builder can ship a tenant-installable app.
QuickBooks · Xero · Gmail · Outlook · Google Calendar · Microsoft 365 · Zoom · Teams · DocuSign · Dropbox · OneDrive · Box · Stripe · Plaid · Twilio · MessageBird · ClickSend · Mailchimp · Constant Contact · Slack · Zapier · Webex · Calendly · CRA EFILE · Federal Court e-Filing · ON Civil Submissions Online · TCC e-Filing · CanLII · Westlaw · Lexis+ · OpenAI · Anthropic · ElevenLabs · Voyage AI — every one with an OAuth or wizard-driven setup.
Every integration has an in-app wizard explaining exactly what to paste and where to find it. No "check your email for the docs" — the wizard walks you through.
Any approved developer can publish a marketplace app a tenant installs in one click. Apps get scoped API access (you pick the scopes), an audit log of every call, a one-tap revoke.
Firms with in-house engineering can ship internal apps that integrate deep with their fork. Distribute to other tenants and share revenue, or keep them firm-only. Sign up at /developer.
For everything the curated catalogue doesn't cover. HMAC-signed webhooks, scoped bearer tokens, full audit log. Use Zapier or write a Node.js handler — both work.
Hard-stops at the layer where mistakes leave the building.
Flag opposing parties, adverse contacts, or PIPEDA-opt-outs at the contact level. Every outbound email (to/cc/bcc) is checked against the registry before it leaves the box — misclicks become audited blocks.
Each matter can carry its own $ trust floor; the Financial widget shows green/red against it, the daily briefing surfaces matters that have fallen below, and partners catch issues before clients do.
Single env switch (`BTL_SAFE_MODE=on`) suppresses every outbound side-effect (email, SMS, webhook, push) at the dispatcher level. Click through the app with zero risk of paging real clients during testing.
AI retrievers walk the same permission set as the human; a paralegal asking the matter chat will never get back information they couldn't see in the UI directly.
All tenant data stored in Canada (ca-central-1 Supabase + S3). AI prompts route through the tenant's own Anthropic key when set, so customer prompts never sit in a shared logging tier.
The plumbing nobody talks about until it breaks.
Every row is tenant-scoped at the database level. RLS enforced. No accidental cross-tenant reads, ever.
Granular permissions per role. Audit + roll out new capabilities tenant-by-tenant.
Connect Gmail, Outlook, Google Calendar, Microsoft 365. Send and receive on behalf of the firm.
Per-tenant SMS provider config (Twilio, MessageBird, ClickSend coming). Quiet hours + per-kind templates.
AI-assisted import from Clio and PCLaw. Drop a Clio export ZIP and the wizard maps your contacts, matters, activities, invoices, and trust transactions into BTL's schema — preview every mapping before commit.
Camera-to-camera staff calls hosted inside BTL. The platform rings teammates, transcribes the call, and prompts you to docket the time. No Zoom required for internal work; the Zoom hub remains for client-facing meetings.
Drop a prospect into a stage (e.g. 'consult scheduled'), and a multi-step email sequence (welcome → 24-hour reminder → retainer prompt → no-show recovery) runs on the cadence the firm configured.
Configure a recurring billing job; the AI assembles bills from time entries, refines descriptions, auto-approves anything under a $ threshold, and holds the rest for human review. Built-in checkpoints so a partner can monitor and approve the AI's work.