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Law Firm ERP Source Code Buying Checklist
Legal Software · Jul 19, 2026

Law Firm ERP Source Code Buying Checklist

Key modules to review in law firm ERP source code: matters, clients, documents, billing, hearings, reminders, user roles, reporting, and setup documentation.

A good law firm ERP source code should cover matters, clients, documents, billing, and hearings. Look for reminders and follow-up tracking, matter-based document associations, and time-based billing. Verify user roles — partners, associates, paralegals, and accounts should see different things. Reporting should include matter profitability and billing status. Finally, review the setup documentation.

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