Every legal admin task.
Automated.
From the moment an email lands in your inbox to the moment a LAA claim is submitted — Obiter handles the admin so your solicitors handle the law.
Start free trial — no card neededAI Email Secretary
Obiter connects to your Microsoft 365 or Google Workspace mailbox and processes every incoming email in real time. It identifies the matter, the client, the urgency, and drafts a contextually accurate response — ready for your review in under 30 seconds.
- Automatically classifies emails by matter, client, and urgency
- Drafts replies using your firm's tone and precedent documents
- Flags sensitive content (complaints, court deadlines, urgent matters)
- Creates file notes and calendar entries from email content
- Full audit trail — every AI action is logged and attributable
AI Email Secretary
in action
Automatic Time Recording
Time leakage is the silent profit killer in most law firms. Obiter captures every email read, call handled, and document reviewed — and creates a chargeable time entry automatically, ready to approve or adjust in seconds.
- Captures time from emails, calls, documents, and file actions
- Applies your billing rates per matter and fee earner
- One-click approval queue — typical review takes 30 seconds
- WIP dashboard showing unbilled time by matter and client
- Integrates directly with invoicing and Xero/Sage
Automatic Time Recording
in action
AML Compliance
UK law firms face strict AML obligations under the Money Laundering Regulations 2017. Obiter automates client due diligence from day one — CDD, EDD triggers, PEP screening, and source of funds — with an auditable record for the SRA.
- Automated CDD document request workflows for new clients
- PEP and sanctions screening against up-to-date databases
- Enhanced due diligence triggers for high-risk client scenarios
- Source of funds prompts with document collection
- SRA-ready audit trail with timestamps and decisions logged
AML Compliance
in action
LAA Claims
Legal aid billing is notoriously complex. Obiter builds your CCMS claims automatically by aggregating AI-filed actions, applying the correct billing codes, and presenting a claim draft for one-click submission — slashing rejection rates.
- Automatically builds claims from filed AI actions
- Applies correct CCMS billing codes (LH, MHLS, Crime, Family)
- One-click submission with full line-item review
- CSV export for legacy CCMS portal submissions
- Claim status tracking and follow-up reminders
LAA Claims
in action
Matter Management
Full matter lifecycle management from initial instruction to closure. Integrated conflict checking, milestone tracking, document storage, and billing — so nothing falls through the cracks.
- Conflict of interest checks on every new instruction
- Customisable matter types by practice area
- Integrated calendar and hearing management
- Secure document storage (S3, UK region)
- Matter timeline — every action, email, and note in order
Matter Management
in action
Client Portal
Give every client a secure, branded portal where they can see their matter progress, exchange messages with the firm, and download signed documents — all without a single email chase.
- Secure login for clients via invitation link
- Real-time matter status and milestone updates
- Encrypted document sharing and download
- Two-way messaging thread per matter
- Reduces inbound "any update?" emails by 70%
Client Portal
in action
E-Signature & Documents
Send, track, and archive client-signed documents via DocuSign integration. Automatic S3 storage per matter, version control, and instant retrieval — signed and sealed in minutes, not weeks.
- One-click DocuSign envelope creation from any matter
- Automated signature request notifications to clients
- Real-time signing status tracking per document
- Signed copies automatically filed to the matter
- Secure UK-hosted document storage with version history
E-Signature & Documents
in action
Calendar & Court Hearings
Obiter automatically creates calendar events from emails, schedules hearing prep tasks, and sends AI-generated court reminder notifications to clients via GOV.UK Notify — so nothing slips.
- AI extracts court dates, deadlines, and appointments from emails
- Hearing management with prep task checklists
- Automated client reminder notifications (SMS/email via GOV.UK Notify)
- Fee earner approval for AI-generated calendar entries
- Deadline dashboard across all active matters
Calendar & Court Hearings
in action
Call Handling
With Twilio integration, Obiter logs every inbound and outbound call, generates a transcript, creates a file note, and raises a time entry automatically. Your phone becomes a profit centre.
- Twilio-powered call recording and transcription
- AI-generated call summary and file note
- Automatic time entry creation from call duration
- Call matching to matter and client
- Approval queue for AI-generated call records
Call Handling
in action
Legal Research
One-click access to Companies House, HMLR, SRA register, HMRC, and court fee calculators. Results are attached to the matter file automatically — no copy-pasting, no tab-switching.
- Companies House company and director searches
- HMLR title register and charges lookups
- SRA solicitor and firm register checks
- Court fee calculator for litigation matters
- All results automatically saved to the matter file
Legal Research
in action
Practice Analytics
Real-time dashboards across revenue, WIP, fee earner utilisation, and practice area profitability. Aged debtor reports, SRA scorecard metrics, and AI cost visibility — everything a managing partner needs on one screen.
- Revenue, WIP, and recovery rate dashboards
- Fee earner utilisation and target tracking
- Practice area profitability analysis
- Aged debtor report with one-click follow-up
- SRA scorecard and compliance metrics
Practice Analytics
in action
CFA / ATE Billing
Obiter manages Conditional Fee Agreements, After the Event insurance, and Damages-Based Agreements in full — with risk assessments, success fee calculations, and inter partes costs schedules built automatically.
- CFA and DBA agreement management per matter
- Risk assessment scoring and success fee calculation
- ATE premium tracking and claim support
- Inter partes costs schedule generation
- Fixed recoverable costs lookup for PI and fast-track
CFA / ATE Billing
in action
Complaints Management
Obiter gives you a structured complaints workflow with automatic acknowledgement letters, SLA countdown timers, and a complete investigation record — fully compliant with the SRA Code of Conduct.
- Structured complaints intake and triage
- Automatic eight-week SLA countdown
- Draft acknowledgement and response letters
- Investigation record and outcome logging
- Escalation path to the Legal Ombudsman if needed
Complaints Management
in action
GDPR & Data Protection
Manage data subject access requests, right to erasure, retention schedules, and breach notifications from inside Obiter. A complete data protection record that stands up to ICO scrutiny.
- Data subject access request workflow with 30-day timer
- Right to erasure and restriction requests
- Automated data retention schedule per matter type
- Breach notification log and ICO reporting tracker
- Lawful basis register and consent management
GDPR & Data Protection
in action
Audit Log & Compliance
Obiter keeps an immutable, timestamped audit log of every action taken across the platform — AI-generated or human. Export for SRA inspections, partner reviews, or PI insurance renewals in seconds.
- Immutable log of every create, update, and delete action
- Per-user and per-matter audit trail views
- Export to CSV or PDF for SRA inspections
- AI action attribution — every AI decision is traceable
- Platform-wide security event monitoring
Audit Log & Compliance
in action
AI Dictation
Record a voice memo on any device and Obiter transcribes it, creates a file note, and optionally raises a task or time entry. Faster than typing, more accurate than a human audio typist.
- Browser and mobile voice recording
- AI transcription with 98%+ accuracy for legal terminology
- Automatic file note creation from transcript
- Optional time entry from recording duration
- Transcript filing to the correct matter
AI Dictation
in action
CPD Tracking
Obiter tracks CPD hours for every solicitor in the firm — logging training sessions, verifying evidence, and generating a summary report ready for SRA review. No more year-end scramble.
- Per-solicitor CPD log with activity categories
- Evidence upload and verification workflow
- Team CPD dashboard for practice managers
- SRA annual declaration support
- Training record export in SRA format
CPD Tracking
in action
Precedent Library
Store, version, and retrieve your firm's precedent documents from inside any matter. Obiter can auto-populate precedents with matter data — merge fields, client names, and case details filled in automatically.
- Centralised precedent library by practice area
- Version control with change history
- Auto-populate with matter data via merge fields
- Usage tracking — see which precedents are used most
- AI-suggested precedents based on matter type
Precedent Library
in action
Escalations & Risk
Obiter automatically flags matters that need partner attention — missed deadlines, complaint indicators, AML red flags, and overdue billing — and routes them to the right person with full context.
- Automatic escalation triggers for high-risk matters
- Partner-level escalation queue with priority ranking
- Integrated with complaints, AML, and billing workflows
- Escalation history and resolution logging
- SLA timers on all escalated items
Escalations & Risk
in action
Plus dozens more capabilities
Everything a modern UK law firm needs — in one platform.
Conflict Checking
Automatic conflict of interest searches on every new matter and client.
File Reviews
Structured file review workflow with checklists and sign-off records.
HMCTS Integration
Submit court fee payments and form bundles directly from Obiter.
GOV.UK Notify
Automated SMS and email notifications to clients via GOV.UK Notify.
Matter Closure
Guided closure workflow — final billing, file archive, and destruction schedule.
Fee Earner Targets
Set and track monthly billing targets per fee earner with YTD comparison.
Disbursement Tracking
Log, approve, and invoice disbursements against any matter.
Team Management
Invite users, assign roles, and manage seat counts from one place.
Xero / Sage Integration
Push invoices and payments directly to your accounting software.
Company Searches
Live Companies House lookups with automatic filing to the matter.
White-label Branding
Apply your firm's logo, colours, and domain to the client portal.
Tenant Isolation
Your data is isolated in its own database — never shared with other firms.
Purpose-built for every area of law
Obiter ships with specialist engines for 13 practice areas — each pre-loaded with the right workflows, billing codes, and compliance rules for that area of law.
Connects to the tools you already use
No rip-and-replace. Obiter plugs into your existing tech stack in under an hour.
See it working for your firm
14-day free trial. No credit card. Setup in under an hour.