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PragmaLegal — integrated practice management

Why PragmaLegal

Structure work, centralize information and simplify recurring tasks — for law firms and notary offices, with settings that fit your context.

Dashboard
Dashboard

Organization

Structure your matters and tasks more clearly

Clients, matters and documents in one place: statuses, deadlines and follow-up — a clear view without juggling spreadsheets and scattered tools.

  • Matters by type and jurisdiction
  • Client portal for simple online follow-up
  • Centralized documents, notes and deadlines
  • Calendar with Google Calendar sync
  • Dashboard to steer your practice
Financial view
Financial view

Productivity

Cut wasted time and duplicate effort

Fewer gaps between work and invoice: time tracking, surfacing unbilled items and reports — so you see where time goes and protect profitability.

  • Billing and taxes adapted to your context
  • Alerts on work to bill
  • Trust accounts tracked properly
  • Time and entry tracking
  • Financial reports that matter to the firm
  • QuickBooks invoice export + payment status
Compliance & security
Compliance & security

Visibility

Keep a clear view of stages and requests

Traceability, consents and activity log: you know where matters stand and who accessed what — for clients and internal checks.

  • Secure, backed-up infrastructure
  • Audit log for sensitive actions
  • Consent management
  • Data protection built into the product
  • Reports useful for your reviews
  • Exportable data when you need it
Legal tools
Legal tools

Client experience

A smoother experience for your clients

Research, templates and practical tools at hand to save time on repetitive tasks — and stay focused on what matters most.

  • Drafting help and templates
  • Legal research (CanLII; US/FR sources as accessory)
  • Generators and calculators for daily work
  • Simpler client journeys and communications
  • Workflows that reduce back-and-forth
  • Exports and integrations as needed
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