Deadlines live on paper and in diaries
A missed deadline is costly for a practice; when reminders depend on personal diaries, the risk grows.
Industry
Legal and Fiduciary Software USA
Case file, deadline and time record in one software: for US law and fiduciary offices, with USD and Stripe.
Case files
Every file, in one folder
Documents, correspondence, deadlines and hours gather in one folder under the file number; the responsible person and status are always visible.
- File number and folder
- Responsible and deputy
- Status and milestones
Deadlines and reminders
No deadline slips, the reminder comes in time
Every deadline is assigned to a person and a deputy; warnings go out as it nears and when it is overdue, and the whole office sees the deadline board.
- Due date and advance warning
- Owner and deputy
- Overdue alert
Time recording
Every minute goes to the file
Start the timer or enter the time afterwards; every entry is tied to a file and client and ready for billing.
- Timer or manual entry
- Tied to file and client
- Carried to the bill
Billing and Stripe
Hours and costs, on one bill
Recorded hours and disbursements become a bill draft; it is checked, sent as a Stripe and matched when payment arrives.
- Hour and cost items
- tax invoice PDF
- Payment matching
Mandates and documents
Document ready, signature in place
Documents are prepared from templates, attachments tied to the file and the signature process tracked; every version is stored.
- Document from template
- Attachments tied to the file
- Version and signature log
Client record
All of a client’s history on one card
Contacts, files, notes and bills gather on the client record; the conflict check starts from here too.
- Contacts and addresses
- Files and bills
- Internal notes
Appointments and calendar
Meetings and hearings in one calendar
Client meetings, hearings and internal meetings show in a calendar tied to the file; reminders and travel time are taken into account.
- Appointment tied to the file
- Hearing and travel time
- Automatic reminder
Secure messaging
Sending documents securely and on record
Sensitive documents are shared through a time-limited link rather than by email; the client reads them in the portal and downloads are logged.
- Encrypted transfer
- Time-limited link
- Download log
Conflict check
Before a new mandate, a conflict check
Parties and related persons are compared with existing files; a possible conflict is flagged and the decision is recorded.
- Search of parties and related persons
- Possible conflict flag
- Decision log
Archive and retention
The file closes, the archive rule applies
Closed files are archived for the period the practice sets, access is restricted and a reminder for deletion comes when the period ends.
- Closing and archiving
- Retention period setting
- Restricted access
What you expect from practice software
Time entries get forgotten
When meeting, correspondence and hearing times are recalled later, bills fall short and billable hours are lost.
File access is uncontrolled
Files sit in shared folders; nobody knows who sees what and when it was opened.
One file’s journey from mandate to invoice
1. From mandate to file
The conflict check is made, the client record and file opened, and responsible people and deadlines assigned.
2. From work to time record
Times for meetings, correspondence and research are booked to the file; no billable hour is lost.
3. From deadline to reminder
Each deadline is assigned to a person and a deputy; warnings go out as it nears and if it is missed.
4. From billing to archive
When the file closes, the bill is issued, documents are archived for the recorded period and access is restricted.
Who it is for
Law firm
Files, deadlines and hearing calendar; billable hours and disbursements.
Fiduciary and accountancy
Client files, filing calendar and document collection.
Notary and mediation
Appointments, document preparation and party-based access.
Tax and audit advisory
Periodic work calendars, checklists and document archive.
Practice areas
Corporate and commercial law
Contract files, company documents and deadline tracking.
Family and inheritance law
Strict access and document retention for sensitive files.
Real estate and tenancy law
Property files, tenancy deadlines and appointment management.
Tax and accounting
Filing calendar, client documents and monthly work plan.
Small practice
Simple for a small team: files, time and billing.
Multi-partner practice
Partner and team permissions, profit-share reports and branch support.
What we deliver
Our services for this industry
Custom Software & Website Development
Software coded from scratch: custom applications, corporate websites, web apps, portals and API integrations. No templates, fast a...
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Digital Transformation & AI Consulting
Consulting for moving from paper and scattered systems to digital, AI and data analysis, reporting and dashboards. A roadmap built...
- Taking Your Business Digital
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Technical support after launch, regular maintenance, updates, backups and security checks. Keep your system fast, up to date and p...
- 24/7 Security Monitoring
- Maintenance & Technical Support
- Server, Domain & Email Services
- Backup & Data Security
All our services
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Consulting for moving from paper and scattered systems to digital, AI and data analysis, reporting and dashboa...
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Technical support after launch, regular maintenance, updates, backups and security checks. Keep your system fa...
How we work
1. We listen
We listen closely to your business, goals and current systems and pin down together what the real problem is.
2. We plan
We present scope, timeline and budget in writing, so what will and will not be done is clear from the start.
3. We design
We show you the screens and flow before coding and proceed with your approval.
4. We build
Not a ready-made template: we code it from scratch for you and share progress regularly.
5. We test
We try every page and action in real use and check speed, security and appearance on all devices.
6. We launch and support
We put your project live, train your team and then keep up updates, backups and technical support.
We bring your project to life: one country or the whole world
One country
We set the project up for a single market: local language, currency, tax rules and search settings.
Several countries
Each country gets its own address, language and content, so visitors see the right language in their own market.
The whole world
We serve in every language in the world; we can open your project globally, multilingual and multi-currency.
Why Globalsoft
One team, all the software
File panel, client portal and billing come from the same team.
Built around your way of working
Not a template: your file structure, document templates and bill format are coded around your practice.
Transparent price
Scope in writing from the start, no surprise costs.
Confidentiality, roles and security
Data protection
File and client data is encrypted in transit and at rest.
Roles and permissions
Access per file and document; a person sees only the files assigned to them.
Audit log
Who opened or changed which file and when: every action is traced.
Automatic backups
Daily backups and fast restore keep data safe.
Four languages
Documents and screens in English and the community languages your customers speak.
Interfaces
Accounting, email and calendar links are clarified up front.
Frequently asked questions
Are deadlines reminded automatically?
Yes; the deadline date, the responsible person and advance-warning days are recorded and reminders show by email and on the board. Calculating deadlines remains the practice’s responsibility.
How is time recorded?
By timer or manual entry; every entry is tied to a file and client and carried to the bill.
How is access granted?
By role, file and, if needed, document; every access and change is logged.
Do invoices come out as Stripe payments?
Yes; the bill is prepared from recorded hours and disbursements and sent as a tax invoice PDF.
Are client documents shared securely?
Yes; they are shared through a portal with links and time limits, and downloads are logged.
Can existing files be imported?
Yes; the existing list and folder structure are migrated in a planned way; the scope is written in the offer.
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Let’s plan your project together
Tell us your idea and we will send the right solution and a clear quote by email.