Services

Run Your Law Practice with Precision with Worxstream

From client intake to billing, Worxstream helps law firms manage cases, track billable hours, send professionally compliant invoices, and maintain client relationships — with complete control and confidentiality.

Manage all client cases and deadlines from one dashboard
Bill accurately and professionally with detailed invoice templates
Never miss a case milestone with project task management

Client Intake Management

Capture and organize new client information, case details, and consultation history in a secure CRM.

Case Project Tracking

Manage case milestones, deadlines, and tasks with a full project management view per client matter.

Billing Complexity

Create detailed invoices for hourly, flat-fee, or retainer billing with full audit trails.

Worxstream advantage

All in one platform

No more switching between apps. Every tool your law firm business needs is already built in.

Challenges we solve

Common pain points in Law Firm — eliminated.

Every feature in Worxstream was built around real problems that law firm businesses face every day.

Client Intake Management

Capture and organize new client information, case details, and consultation history in a secure CRM.

Case Project Tracking

Manage case milestones, deadlines, and tasks with a full project management view per client matter.

Billing Complexity

Create detailed invoices for hourly, flat-fee, or retainer billing with full audit trails.

Document Execution

Send engagement letters, NDAs, and contracts for e-signature directly from the platform with XDocuSign.

Deal & Retainer Tracking

Monitor ongoing retainers and new business development opportunities in a dedicated pipeline.

Client Communication

Manage all client emails and follow-ups from a unified inbox, keeping every conversation logged.

Why Law Firm businesses choose Worxstream

Real outcomes from teams running on Worxstream.

Built for the way law firm businesses actually work — not generic software with a new coat of paint.

6+

Specific benefits built for law firm workflows

1
Manage all client cases and deadlines from one dashboard
2
Bill accurately and professionally with detailed invoice templates
3
Never miss a case milestone with project task management
4
Execute contracts and engagement letters with built-in e-signatures
5
Track new business development with a deal pipeline
6
Maintain full audit trails for all client interactions

Platform tools

Everything built for Law Firm, already in Worxstream.

Combine these modules to run your law firm operations end to end — no integrations, no extra subscriptions.

CRM

ContactsDeals

Sales

JobsEstimatesInvoices

Project

ProjectsTasks

Tools

Worxstream VoiceWorxSignMail

Built for Law Firm

Ready to transform your law firm operations?

Join businesses using Worxstream to streamline every part of their law firm workflow — from first contact to final payment.

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