Complete legal operations platform for modern law firms & legal teams
End-to-end case management, AI-powered workflows, client collaboration, and practice management —
everything you need to run a modern legal practice in one integrated platform.
- Cited answers from your corpus (RAG)
- Agent workflows with review gates
- WhatsApp intake → structured matters
Free tier for individual lawyers · Enterprise-ready · No credit card required
Built for end-to-end legal work — not generic productivity
Four platform differentiators that make CounselGrid feel like a true legal operating system.
RAG with citations
Grounded answers from your firm corpus (templates, notes, matter docs) with traceable sources.
Agentic automation, with control
AI agents execute multi-step tasks, but you keep review gates, permissions, and approvals.
WhatsApp-first intake
Client messages and files become structured facts, tasks, timelines, and a clean matter record.
Two portals, one matter
Client and lawyer experiences stay in sync: updates, documents, messages, and next steps.
Optimized Architecture for Seamless Legal Operations
A unified platform connecting clients, lawyers, and AI-powered workflows
CounselGrid
Choose your operating mode
One platform, four ways to run matters — tuned for how your team works today.
WhatsApp-first practice desk
Capture intake, drafts, tasks, and client updates in one matter workspace — without extra admin.
- Messages become structured facts + tasks
- Templates turn into first drafts with review prompts
- Clients see progress without chasing you
Partner control, team speed
Standardize matter flow across your team while keeping approvals and accountability tight.
- Clear ownership on every matter
- Repeatable drafting and client comms
- Oversight without micromanagement
Cross-team visibility and consistency
Unify matters, documents, and knowledge so teams deliver consistent outputs at scale.
- Grounded answers across templates + past matters
- Reporting for workload and deadlines
- Faster hearing packet assembly
Governed automation you can audit
Security, approvals, and integrations for regulated or high-volume legal teams.
- High-volume contracting and approvals
- Agent workflows with human-in-loop gates
- Security + compliance programs
Two Portals. One Unified Experience.
See how clients and lawyers collaborate seamlessly on one platform
Submit Your Case
Describe your legal issue in simple words. Choose from consultation, full case, or document review.
Instant AI Analysis
Get immediate legal insights, risk assessment, and recommended next steps — before paying for a lawyer.
Match with Lawyer
Get matched with verified lawyers experienced in your case type. Choose video, phone, or chat.
Track Progress
Real-time case updates, document sharing, messages, and upcoming events — all in one dashboard.
Smart Intake
Cases arrive pre-analyzed with AI-structured facts, legal issues identified, and a complete case file ready.
AI Research
Find similar cases, precedents, recent law changes, and opposing arguments tailored to your matter.
Case Intelligence
Purpose-built AI for legal work: cited answers, structured analysis, drafting, and strategy — with review gates.
AI Drafting
Watch AI write notices, pleadings, contracts in real-time. 10,000+ templates with smart suggestions.
Calendar & Tasks
Kanban, calendar, diaries. Track court dates, deadlines, billable hours, and team collaboration.
Client Hub
Secure messaging, video calls, document sharing, WhatsApp — all tracked and attached to case files.
Free for individual lawyers · No credit card required
The Complete Legal Operations Platform
Everything you need vs. juggling multiple tools
| Capability |
CounselGrid
|
Generic Tools | Traditional Practice |
|---|---|---|---|
| Case Management | Full lifecycle | Basic | Manual |
| AI Legal Analysis | Built-in | Not available | Not available |
| RAG (Cited answers) | Corpus + citations | Add-ons | Manual research |
| Agentic AI Orchestration | Built-in | Scripts / Zapier | Not available |
| Document Drafting | AI + 10K templates | Generic templates | Manual |
| Client Portal | Included | Separate tool | None |
| WhatsApp Integration | Smart intake | Not available | Manual |
| Pricing | Free tier + affordable | Per-tool costs | Hidden costs |
Complete legal operations suite
Everything you need to manage your practice, serve clients, and work smarter.
Case management
Complete matter lifecycle: intake, evidence, timelines, tasks, and resolution tracking.
Case Intelligence
Cited research, drafting, summaries, and matter intelligence — with review gates.
Client communication
Live chat, WhatsApp smart intake, secure messaging, and client portals.
Calendar & reminders
Court dates, deadlines, appointments, and automated reminders for your team.
Diaries & time tracking
Lawyer diaries, billable hours, and activity logs for accurate billing.
Document bundles
Lawyer bundles, evidence packets, and automated document assembly.
Contract lifecycle
CLM with versioning, approvals, obligation tracking, and renewals.
Security & compliance
Role-based access, audit trails, and data protection for sensitive matters.
AI-powered legal work
Intake-to-resolution automation for lawyers: auto analysis, cited research, drafting, tracking, and client updates — with review gates.
AI Command Center
A single matter log that turns intake into actions, drafts, and updates — with review gates and an audit trail.
- Create matter timeline
- Request agreement copy
- Request payment receipts
- Limitation window: verify dates
- Missing: agreement copy
- Evidence indexed: 3 uploads
- Owner set
- SLA: 2h first response
- Conflict check pending
- Parties + dates validated
- Reliefs inserted
- Jurisdiction clause review
- Next hearing: Fri 11:30
- Notice period check
- Client call scheduled
- Role-based access
- Review gates
- Exportable audit trail
Simple pricing
Pick a plan that matches your practice today — upgrade when you need team workflows and deeper automation.
Free
For solo lawyers
Start in minutes. No credit card.
- WhatsApp intake → structured matters
- Drafting + summaries with citations on uploads
- Client portal for updates + document sharing
- Starter templates + bundles
Best for: getting organized fast.
Pro
For growing firms
Team workflows + advanced AI.
- Everything in Free, plus shared matters
- RAG across your firm corpus (templates, notes, docs)
- Review gates, roles, and audit trail
- Client collaboration: messages, tasks, timelines
- Onboarding + priority support
Best for: scaling your team without chaos.
Enterprise
For large firms & in-house teams
Security, governance, and deployment support.
- Everything in Pro, with enterprise governance
- SSO, role-based access, and audit exports
- Custom workflows + integrations
- Dedicated onboarding + support
- SLA options
Best for: regulated and high-volume teams.
Get in touch
Whether you need a free license or custom deployment — we're here to help.