Use case - Professional Services

Practice management without the enterprise price tag.

Small firms get rigor without paying for software priced for AmLaw 100. Intake, conflict checks, matter pipeline, document storage, and billing - one platform from $97/month. Live customer: Quintana Law Group.

What's built in

Six pieces. One practice operating system.

Structured intake before the first call

Matter type, situation summary, urgency, supporting docs - captured up front. Conflict checks run before scheduling. Cold leads start qualified.

Matter pipeline tracks every active case

New inquiry, qualified, retainer signed, active matter, closed. Documents, communications, deadlines all attached to the deal record.

Confidentiality preserved end to end

Encrypted at rest, access-controlled, audit-logged. Matter records never leak outside their assigned attorney without explicit permission.

Trust-account retainers + hourly invoicing

Stripe-backed billing at the matter record. Reconciliation lives where the work lives, not in a separate accounting tab.

Document storage tied to the matter

Every filing, every brief, every client memo - attached at the deal. No more hunting through email for last March's draft.

Client communications in one inbox

Email, web form, chat, and phone all land in OneHub360. Every team member sees the full thread, with permission gates per matter.

Run a practice without the IT department.

14-day free trial. No charge for 14 days, cancel anytime. Same platform Quintana Law Group runs the practice on.