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Legal practice management software on AtlasOS, now in scoping

AtlasOS for legal practices is legal practice management software from Arke Technologies in Johannesburg, in scoping for South African law firms. It will add matter management, trust accounting integration and FICA compliance tracking to the AtlasOS core, whose client records, billing, deadlines and tasks are already live for accounting, audit and payroll practices.

What practice management software for lawyers must handle

Practice management software for law firms carries obligations that general business software does not. Check any system, ours included, against the rules a South African firm works under:

  • Trust money. The Legal Practice Act and the Legal Practice Council's rules require trust money to be kept apart from the firm's own money, accounted for and audited. A practice system must agree with the trust ledger, not compete with it.
  • FICA. Attorneys are accountable institutions under the Financial Intelligence Centre Act, so a firm must identify and verify its clients, keep the records and follow a risk management and compliance programme.
  • POPIA and privilege. Client files hold personal information, sometimes special personal information such as details of criminal proceedings, and much of it is privileged. Access should be limited to the people working on the matter.
  • Deadlines. Court dates, filing deadlines and prescription periods. A missed one can become a claim against the firm.
  • Fees. Time recorded against a matter must stand up if a client disputes a bill or has it taxed.
A professional reviews and signs a contract at a conference table.

How to choose the best practice management software for law firms

  1. Start from the matter

    Map how one matter moves from intake and FICA checks to billing and closure, and test every system against it.

  2. Check the trust accounting link

    Ask how the system reconciles with your trust ledger and what your auditor will see.

  3. Test FICA and POPIA in the demo

    Ask to see due-diligence status across the client base, and who can open a file.

  4. Be honest about time capture

    If fee earners will not use it daily, the billing figures will be wrong.

  5. Ask where the data lives

    Hosting region, encryption, access logs, and how you take your data with you if you leave.

  6. Check integration

    Accounting, email and documents should connect, not be retyped.

  7. Price the whole term

    Licences, migration, training and support over three to five years, not the monthly fee alone.

  8. Speak to a reference firm

    For the AtlasOS core, that is Evolv Accountants.

Security, POPIA and oversight of your firm's data

AtlasOS stores data in PostgreSQL on Google Cloud SQL, with Firebase Authentication for sign-in, Firebase App Hosting and Cloud Scheduler, and each firm's data isolated at the database level, so no other firm on the platform can reach your clients' records.

AI-assisted advisory follows our AI principles: AI recommends and people decide, every AI action is logged and reviewable, and we never train models on client data, privileged material included, without explicit consent. The legal judgement stays with the attorney.

For oversight, the core shows compliance status across the whole client portfolio, with task assignment and status tracking, so a partner can see what is overdue without chasing individual inboxes.

Your data, credentials and documentation are yours, and so is the decision to leave. Arke Technologies (Pty) Ltd is a Level 1 B-BBEE contributor (135% procurement recognition; sworn affidavit available on request); company documents, our CSD supplier number and SARS tax compliance status are available on request. For the rest of your firm's technology, see IT for law firms and POPIA compliance.

An attorney sits at her desk with a law book open and files behind her.

In production at a professional services firm

The AtlasOS core runs today at Evolv Accountants, our reference site, which manages its compliance, UIF declarations, salary schedules, inbox and tasks on the platform. Read AtlasOS at Evolv Accountants, or see AtlasOS for accounting and tax practices, audit firms and payroll bureaux.

Atlas OS gives us visibility across 89 entities that we simply did not have before. The compliance tracking alone has saved us significant time every month.

Evolv AccountantsAtlasOS client, South Africa

Book an AtlasOS demo

See how AtlasOS handles client and entity management, SARS and CIPC compliance workflows, billing and client communications for a firm like yours. Product detail is on the AtlasOS site  (opens atlaspractice.app).

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Arke Technologies (Pty) Ltd, 8 Greenstone Place, Stoneridge Office Park, Block A North, First Floor, Greenstone Hill, Johannesburg, 1609, South Africa, processes the details in this form under the Protection of Personal Information Act (POPIA) to respond to you and to keep a record of our correspondence. Fields marked optional are optional; without the others we cannot respond. You may ask to see, correct or delete your details, object to their use, or complain to the Information Regulator. Contact our Information Officer at info@arketechnologies.com, and read our privacy notice.

Frequently asked questions

Is AtlasOS for legal practices available now? Show answer

Not yet: the legal module is in scoping. Matter management, trust accounting integration and FICA compliance tracking are being specified now. The AtlasOS core, covering client and entity management, billing, deadlines, the inbox and AI-assisted advisory, is live for accounting, audit and payroll practices, and a demo shows it running alongside where the legal work stands.

What is practice management software for law firms? Show answer

Practice management software for law firms is the system that holds a firm's clients and matters and runs the work around them: intake and FICA checks, deadlines, tasks, time recording, billing and reporting. Good systems link to trust accounting, documents and email, so each matter has one record instead of several spreadsheets and inboxes.

Which legal software is best for a South African firm? Show answer

The best legal software is the one that fits how your matters run and meets South African rules: trust accounting under the Legal Practice Act, FICA client due diligence and POPIA. Test each candidate against one real matter, check how it reconciles with your trust ledger and where it hosts data, and speak to a firm that already uses it.

Does AtlasOS do trust accounting? Show answer

Trust accounting integration is in scoping, not live. The legal module's aim is to link practice records to the firm's trust accounting, so billing and the trust ledger your auditor reviews agree. Until then, keep trust accounting in your existing accounting system, which we can support and integrate as a separate project.

Can AtlasOS track time and bill clients? Show answer

AtlasOS bills clients today; time tracking by matter is not live yet. The core supports time-based, retainer and fixed-fee billing, multi-entity invoicing and client statements. Recording time against individual matters and fee earners depends on matter management, which is in scoping, so a demo is the place to see how the core handles time now and to tell us how your firm records it.

Is AtlasOS software for legal drafting or contract management? Show answer

No. AtlasOS is practice management software: it runs clients, deadlines, billing and compliance. Legal drafting stays in Microsoft Word or Google Docs, and contract management software is a separate category used mostly by in-house legal teams. We set up and govern the document side in Microsoft 365 or Google Workspace, with access limited to the people on each matter.