Business Services · Legal, compliance and professional practice

Matters, time, signed engagements and money that arrives.

Time against the matter, a client portal for documents and requests, engagement letters and authorities signed electronically, and fees billed on the arrangement you actually agreed.

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How the day is built Matters and retainers Hourly against a matter, fixed fee, or a retainer drawn down as the work is done.
Job types it starts with
New matterHourly workFixed-fee serviceRetainer draw-downFiling or registrationCompliance reviewDisbursements
Each with its own checklist, required fields and duration. All editable.
What the Vault holds here 18% of recorded time in a small practice is written off before it is billed.

One job, end to end

What a legal & professional job looks like in OnSight.

  1. 01
    The clock belongs to a matterNot a day and not a client in general. One running timer per person, and the rate is stamped on the entry when it starts.
  2. 02
    Documents come in through the portalThe client uploads what the matter needs, and it is filed against the matter rather than sitting in somebody’s mailbox.
  3. 03
    Engagement letters and authorities are signed electronicallyOut through DocuSign or PandaDoc, executed copy filed against the matter, and the date it was signed on the record rather than in a memory.
  4. 04
    Fees bill on the arrangement you agreedHourly from the clock, fixed fee on completion, or a retainer drawn down — with disbursements itemised separately so nobody has to ask what the number is.

The Deferred Work Vault

The half they said no to, sold back to you.

The related work they mentioned and never instructed. Priced today and raised again when it is the right moment rather than never.

Captured with its photograph and its measurement, repriced nightly at today’s cost, ranked by what is most likely to be recovered, and resurfaced when the customer is actually ready. Not a list somebody is supposed to work.

How the Vault works →

What ends up in it, in this trade

  • Related matters mentioned and not instructed
  • Reviews deferred to next year
  • Registrations and renewals
  • Compliance work quoted once
  • Document updates flagged and shelved

The OnSight Agent

Ask for it in a sentence. It builds the automation.

It knows your job types, price book, crews and pricing program. Two a legal & professional business asks for on the first day:

“Warn me when a retainer is nearly drawn down.”

Compares logged time and disbursements against the balance, and asks for a top-up before the work stops rather than after.

“Chase an unsigned engagement letter once, then tell me.”

Sends the client their copy again after a week, and puts it on the list rather than chasing a third time.

See the agent build one →

More in this branch

Retainers and engagements Accounting & Bookkeeping Time that lands on the right engagement, a portal your clients actually send documents through, engagement letters signed without a printer, and monthly fees that go out without anyone raising them. See how it works → Contracts and projects IT & Managed Services Time tracked against the client and the ticket, a portal clients raise requests and send files through, statements of work signed electronically, and monthly contracts that invoice themselves with the overage on the same line. See how it works → Engagements and retainers Consulting Time against the engagement, a portal where the client sends what you asked for, scopes and change orders signed electronically, and retainers or milestones billed without a spreadsheet in the middle. See how it works → Matters and retainers Legal & Professional Time against the matter, a client portal for documents and requests, engagement letters and authorities signed electronically, and fees billed on the arrangement you actually agreed. See how it works →

Book a demo

See it running a legal & professional business, not a generic one.

Thirty minutes on data that looks like yours, with the arithmetic run on your own job count and average ticket. No card, and no obligation to switch anything.

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