LEGAL SOFTWARE DEVELOPMENTKeep legal work organized without confusing automation with legal judgment.

We build matter management, calendaring and document tools for law firms and legal departments, with ethical walls, privilege controls and AI features that cite their sources and leave legal judgment with attorneys.

Law firms, corporate legal departments, legal operations teams and legal technology founders

See How We Scope Projects
CampusFlow software development case study — THE TISAEZSKU software development case study — THE TISAGroup Hotel Index software development case study — THE TISALockYantra software development case study — THE TISANarsik Logistics software development case study — THE TISAOpsPilot software development case study — THE TISARatiwal software development case study — THE TISASpeakify software development case study — THE TISA
CampusFlow software development case study — THE TISAEZSKU software development case study — THE TISAGroup Hotel Index software development case study — THE TISALockYantra software development case study — THE TISANarsik Logistics software development case study — THE TISAOpsPilot software development case study — THE TISARatiwal software development case study — THE TISASpeakify software development case study — THE TISA
Attorney reviewing a matter file and calendar on a laptop — THE TISA

THE OPERATIONAL GAP

Matter continuity depends on deadlines, documents and access.

Legal teams carry real risk when information is scattered. These are the gaps we look for first.

Deadlines tracked across multiple calendars

01

Court dates and filing deadlines are copied into personal calendars by hand, with no central check that every date was captured.

Matter documents scattered across inboxes and drives

02

Pleadings, correspondence and evidence live in email and shared drives, so finding the latest version takes time and risks mistakes.

Unclear task ownership during handoffs

03

When matters change hands or staff are out, nobody is sure who owns each next step.

Inconsistent client communication history

04

Updates to clients are sent from personal inboxes, leaving no shared record of what was communicated and when.

Deadlines tracked across multiple calendars

01

Court dates and filing deadlines are copied into personal calendars by hand, with no central check that every date was captured.

Matter documents scattered across inboxes and drives

02

Pleadings, correspondence and evidence live in email and shared drives, so finding the latest version takes time and risks mistakes.

Unclear task ownership during handoffs

03

When matters change hands or staff are out, nobody is sure who owns each next step.

Inconsistent client communication history

04

Updates to clients are sent from personal inboxes, leaving no shared record of what was communicated and when.

WHAT WE BUILD

Legal software we design and build.

We integrate with your practice management and document systems and build what off-the-shelf tools don't cover.

01

Matter and case management systems

Matters, parties, conflicts data, tasks and notes in one record, with ethical walls applied.

02

Deadline and hearing calendars

Central docketing with court data feeds where available, rule references and attorney verification.

03

Document intake and matter search

Classification, versioning and search across matter documents, with AI summaries that cite source pages.

04

Client portals and work allocation

Secure document exchange, status updates and intake for clients, plus workload views for supervising attorneys.

01

Matter and case management systems

Matters, parties, conflicts data, tasks and notes in one record, with ethical walls applied.

02

Deadline and hearing calendars

Central docketing with court data feeds where available, rule references and attorney verification.

03

Document intake and matter search

Classification, versioning and search across matter documents, with AI summaries that cite source pages.

04

Client portals and work allocation

Secure document exchange, status updates and intake for clients, plus workload views for supervising attorneys.

WORKFLOW EXAMPLE

From opened matter to attorney-reviewed action.

An example matter flow. Deadline rules, review steps and access restrictions are agreed with your attorneys.

  1. Matter opened after conflicts clearance

    InputIntake form and conflicts check result

    OutputMatter record with client, parties, practice area and responsible attorney

    01
  2. Parties and documents linked

    InputMatter record and incoming documents

    OutputClassified documents filed to the matter with versions tracked

    02
  3. Tasks and key dates assigned

    InputCourt notices, orders and engagement terms

    OutputProposed deadlines and tasks with assigned owners

    03
  4. Attorney reviews drafts, summaries and deadlines

    InputAI-generated summaries, drafts and calculated dates

    OutputAttorney-verified deadlines and approved work product

    Review required

    04
  5. Action recorded and team notified

    InputApproved work product and dates

    OutputCalendar entries, notifications and complete matter history

    05

SYSTEM DESIGN

The architecture behind the workflow.

A reference design that enforces confidentiality first and keeps every AI output traceable to its sources.

  1. Matter and document store
  2. Permissions and ethical-wall service
  3. Calendar and docket data adapter
  4. Search and AI document processing
  5. Client communication portal
  6. Attorney reviews drafts, summaries and deadlines
  7. Matter and document store to Permissions and ethical-wall service
  8. Permissions and ethical-wall service to Calendar and docket data adapter
  9. Calendar and docket data adapter to Search and AI document processing
  10. Search and AI document processing to Client communication portal
  11. Search and AI document processing to Attorney reviews drafts, summaries and deadlines
  12. Attorney reviews drafts, summaries and deadlines to Client communication portal

Matter and document store -> Permissions and ethical-wall service -> Calendar and docket data adapter -> Search and AI document processing -> Client communication portal

  • 01

    Matter and document store

    Holds matters, documents and versions with matter-level access and retention settings.

  • 02

    Permissions and ethical-wall service

    Enforces matter-level access, ethical walls and privilege restrictions on every request.

  • 03

    Calendar and docket data adapter

    Imports court notices and docket data where available and syncs verified deadlines to calendars.

  • 04

    Search and AI document processing

    Indexes documents for search and generates summaries that cite source documents and pages.

  • 05

    Client communication portal

    Shares selected documents and updates with clients and records every exchange.

Technology

Chosen for the systems above.

A working set we already use for workflow software. The exact tools are chosen after the interfaces, records, and review points are known.

  • Practice management APIs (e.g. Clio where permitted)
  • Document management (e.g. iManage, NetDocuments) integrations
  • PACER and docket data providers
  • Retrieval-augmented search with citations
  • E-signature APIs
  • Interfaces

    React
    Next.js
    TypeScript
    Tailwind CSS
    React
    Next.js
    TypeScript
    Tailwind CSS
  • Services

    Node.js
    Python
    NestJS
    Express.js
    Node.js
    Python
    NestJS
    Express.js
  • Data

    PostgreSQL
    MongoDB
    MySQL
    Redis
    PostgreSQL
    MongoDB
    MySQL
    Redis
  • Delivery

    AWS
    Docker
    GitHub
    AWS
    Docker
    GitHub

DESIGN TRADE-OFFS

Decisions that change cost, reliability and scope.

Professional responsibility rules shape these choices as much as technology does.

Docket data integration versus manual entry

Court data feeds and docketing services reduce missed dates, but coverage varies by court and jurisdiction. Manual entry with verification remains necessary where feeds don't exist.

Check coverage for the courts where you practice.

Retrieval-based matter search versus open-ended AI answers

Retrieval-augmented search grounded in your matter documents, with citations, is far safer than open-ended AI answers that may invent authority.

Test answers against known questions on a closed set of matters.

Calendar reminders versus computed legal deadlines

Reminders track known dates; computing deadlines from rules requires jurisdiction-specific logic and attorney verification.

Confirm which rule sets apply and who verifies computed dates.

Docket data integration versus manual entry

Court data feeds and docketing services reduce missed dates, but coverage varies by court and jurisdiction. Manual entry with verification remains necessary where feeds don't exist.

Check coverage for the courts where you practice.

Retrieval-based matter search versus open-ended AI answers

Retrieval-augmented search grounded in your matter documents, with citations, is far safer than open-ended AI answers that may invent authority.

Test answers against known questions on a closed set of matters.

Calendar reminders versus computed legal deadlines

Reminders track known dates; computing deadlines from rules requires jurisdiction-specific logic and attorney verification.

Confirm which rule sets apply and who verifies computed dates.

SECURITY & COMPLIANCE

Controls appropriate to privileged and confidential information.

We design for lawyers' duties of confidentiality and competence, including when AI tools are used.

Software does not provide legal advice. ABA Formal Opinion 512 and state bar guidance address lawyers' use of generative AI; court data availability and deadline rules vary by jurisdiction.

  • Client confidentiality and privilege controls

    Privileged and confidential materials are marked, access-restricted and excluded from AI processing where your policy requires.

  • Matter-scoped access and ethical walls

    Users see only matters they are staffed on, and walled users are blocked from restricted matters and their search results.

  • Document integrity and version history

    Documents keep immutable version history and hashes so you can show what existed and when.

  • Attorney review of legal analysis and filings

    AI-generated summaries, drafts and deadline calculations are marked as drafts until an attorney approves them.

NIST Cybersecurity Framework 2.0NIST AI Risk Management Framework
NIST Cybersecurity Framework 2.0NIST AI Risk Management Framework

DELIVERY APPROACH

From real practice constraints to a verifiable release.

We start with one practice group and expand once attorneys trust the system.

  1. 01

    Map matters, documents and deadline rules

    Document practice areas, courts, current tools and deadline sources.

    Signed inventory of systems, courts and deadline rule sources.

  2. 02

    Model roles, walls and confidentiality

    Define roles, matter staffing, ethical walls and AI usage policy.

    Approved access model and AI usage rules for the pilot group.

  3. 03

    Build the matter-to-calendar workflow

    Deliver intake, document filing and deadline tracking for one group.

    Working workflow used on pilot matters with attorney verification.

  4. 04

    Test missed dates and cross-matter access

    Attempt access across walls and test deadline changes and continuances.

    Test results for wall enforcement, deadline updates and audit logs.

  5. 05

    Release with responsibility and backup procedures

    Go live with backup docketing checks and support ownership.

    Docketing backup procedure, monitoring and responsible owners signed off.

PROJECT PLANNING

What we need to define before development begins.

A conversation with your docketing lead and IT partner covers most of these.

  1. 01

    Which practice management and document management systems do you use?

  2. 02

    Which courts and jurisdictions do your deadlines come from?

  3. 03

    How are conflicts cleared and ethical walls applied today?

  4. 04

    What is your policy on using AI with client materials?

  5. 05

    Which outcome matters most: deadline reliability, document retrieval time or client communication?

Practice and document management API access

Docket data provider accounts

Firm AI and confidentiality policy

Attorney reviewers for the pilot

Practice and document management API access

Docket data provider accounts

Firm AI and confidentiality policy

Attorney reviewers for the pilot

Legal software development FAQs.

Where courts or docketing providers offer data feeds, such as PACER for federal courts or commercial docket services, we can import notices and docket entries. Coverage varies by court, so we confirm it for your jurisdictions.

AI can summarize depositions, contracts and correspondence well when it is grounded in the actual documents and cites page references. Attorneys should review summaries before relying on them, and we test accuracy on sample matters first.

Access is limited to staffed users, ethical walls are enforced in search and AI features, data is encrypted and every access is logged. We also configure which materials, if any, may be processed by AI services.

Systems can propose deadlines from court rules and notices, but rules differ by jurisdiction and change. We treat computed dates as proposals that a responsible attorney or docketing specialist verifies.

Usually not. We integrate with it and build missing workflows, such as intake, docketing or client portals, unless replacement is clearly justified.

The firm owns the software and the matter records it stores. Court and practice-management systems remain under your agreements. We document what is copied in and how a departed user's access is removed.

Yes. Access is by matter and role. A user without a reason to open a file does not receive it, including files used for search or drafting.

One practice workflow: intake, a deadline list, or a document queue with a reviewer. Replacing the practice management system is a later decision.

In the environment the firm approves. Documents are not sent to a model or a vendor unless that destination is named in the scope and the firm's confidentiality rules allow it.

Have a matter, docketing or document workflow to build?

Tell us how your team manages matters today. We'll scope a pilot for one practice group.

Tell us how the work runs today, which systems already hold the data, and what a useful first release would change. We use that to judge scope before anyone writes a proposal.

The form goes to a solutions architect at THE TISA. You get a direct reply on fit, approach, and what we would need from your team.

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