Finance & professional services

Legal & compliance

A legal system is first a records system: case materials, deadlines, and audit trails. Permissions need to go down to the file level, and deadlines need to be back-scheduled automatically.

Cluster Professional services
Focus Cases · records
Delivery Gate by gate, acceptable and operable

How we see this industry

Files and deadlines

Legal and compliance systems are files and deadlines first, “matter management” second. Who may view, who may download, whether outbound send is logged—rights go to the document. Limitation, evidence clocks, annual reports, license renewals—countdown reminders must be reliable; missing one is not a UX issue. We file by matter: parties, representation, document list, tasks, deadlines, fees. Conflict search runs at intake, not halfway when the other side is an old client. Logs are non-repudiable; view and export trail.

Time and billing

Time and fees vary by firm but must match work records. Fixed, staged, hourly—bills attach a work description. When a client chases progress, the lawyer opening the same matter sees latest documents and the next deadline—not WeChat. Knowledge base and templates can wait; files and deadlines must be stable first.

Cross-office boundaries

Cross-office work and outside counsel must not walk documents off the boundary. External, intern, or client collab with download and no watermark or expiry loses control. We give preview or time-limited links by role and recover rights when the matter closes. E-sign and court or regulator service receipts enter the file when they can, so a receipt is not in someone’s inbox.

Conflict search

Conflicts cover affiliates and historical counterparties; the rule runs at intake, not the handling lawyer’s memory. Court dates and regulator replies notify both the lawyer and the assistant so one person’s leave does not hide a deadline from the firm. Client collab downloads expire and watermark. Paper files and the electronic list must match location so retrieval is not a cabinet hunt.

Active matters first

Go-live migrates active matters’ lists and key deadlines—not a one-shot scan of all historical paper. Training is handling lawyers and assistants. A legal system that works has an owner on every deadline, findable documents, searchable conflicts, and bills that match time—not another form that only holds a matter name.

Typical scenarios

Cases and deadlines

Opening a case generates procedural deadlines, with automatic reminders for hearings, evidence, and appeal windows.

Documents and versions

Contracts and filings are versioned, changes are comparable clause by clause, and executed versions are locked.

Permissions and confidentiality

Access is granted by case and role, confidential files log every view, and leavers lose access automatically.

Common blockers and how we handle them

Blocker

Deadlines live in a hand-kept calendar and missing one is serious

How we handle it

Deadlines generate by case type with multi-level reminders and explicit completion.

Blocker

Document versions multiply and the final draft cannot be found

How we handle it

The version chain is explicit, the final version is locked and marked, and history is retained read-only.

Blocker

Nobody can say who read a file, so compliance checks fail

How we handle it

File-level access logs are searchable and sensitive actions need a second confirmation.

Common system modules

Case management

Case records, parties, procedural milestones.

Deadlines

Deadline rules, back-scheduled reminders, confirmation.

Documents and versions

Templates, version comparison, execution locking.

Permissions and logs

File-level access, view logs, leaver revocation.

Time and billing

Time capture, staged fees, invoice generation.

Knowledge base

Precedents, templates, internal know-how.

Delivery gates

  1. Scope

    List intake conflict search, document-level rights, and which deadline types must count down. Write which active matters this phase migrates.

  2. Architecture

    Fix the matter file model, view logs, and outbound-link expiry. Confirm time-billing connections with finance.

  3. Build & integrate

    Connect document lists and deadline reminders on active matters. Searchable conflicts and trailed exports are acceptance items written first.

  4. Launch & operate

    Migrate lists and key deadlines first; train handling lawyers and assistants. Historical paper scans on demand. Iterate next on external-counsel rights.

Related capabilities

Custom software development

Management systems, apps, mini programs, and web platforms—from scope to launch and operations.

Related industries

Industries we ship in

Walk us through your process before anything gets built

Tell us how the work happens today, where it breaks, and when you need it live. We will come back with a scope you can check and a phasing plan.

Send your requirements +86 139-2520-6166

Contact Us

Email
service@wehoope.com
Phone
+86 139-2520-6166
Address
W903, Shenzhen-Hong Kong Industry-Education-Research Base, 201 Gaoxin South 7th Road, Nanshan District, Shenzhen