Your playbook for running a modern solo practice
Practical guidance on capturing every billable minute, sending compliant documents, automating LEDES/IOLTA billing, and giving clients a delightful, secure experience.
Actionable workflows
Step-by-step guidance for time tracking, LEDES billing, trust accounting, and client collaboration.
AI with guardrails
Learn how to recover missed time, review AI suggestions, and keep humans in the loop.
Compliance friendly
Guides align with ESIGN/UETA, LEDES conventions, and IOLTA requirements so you stay audit-ready.
Written for solos
Real-world tactics from small firms running web, desktop, and mobile in one workspace.
Guides by workflow
Follow curated playbooks for the workflows that matter: time capture, documents, billing, trust, and client experience.
Capture every minute
Configure passive desktop capture, mobile quick-add, and web timers. Resolve conflicts and approve AI suggestions.
Documents & e-sign
Upload templates, route multi-signer flows, add audit trails, and deliver ESIGN/UETA aligned records.
Billing & IOLTA
Master LEDES exports, trust deposits, reconciliation, and payment reminders for faster collection.
Client experience
Launch branded client portals, collect approvals, share documents securely, and close feedback loops.
Matter-first setup
Create matter templates, automate intake, and keep tasks, docs, time, and billing in one timeline.
Featured playbooks
Each playbook is a condensed walkthrough with checklists, sample templates, and prompts to fit your practice area.
- Onboard in under 10 minutes—branding, rates, calendar, and first document send.
- Design repeatable LEDES-ready billing cycles with approval checkpoints.
- Introduce AI gently: review, accept, or discard suggestions with audit logs.
- Build secure client portals that reduce email without compromising access.
- Run quarterly trust audits and reconcile transfers with confidence.
Guide library preview
Video lessons, checklists, and templates for every LawMate workflow
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Prefer a live walkthrough?
We’ll tailor a 15-minute session to your practice—time capture, document workflows, LEDES/IOLTA billing, client portal, or anything else you want to see in action.