Welcome to Legal on AtlasOS
AtlasOS is purpose-built for law firms and conveyancers — whether you run a sole practice, a boutique litigation firm, or a full-service commercial and conveyancing operation. The platform adapts its terminology, modules, and sidebar layout to match how legal professionals actually work.
Already familiar with AtlasOS from another vertical? The core platform is the same. This guide covers what is different when your firm type is set to Legal Practice.
How AtlasOS Adapts for Legal
When you select Legal Practice during onboarding, the platform applies legal-specific terminology throughout the interface:
| Standard Term | Legal Term |
|---|---|
| Client | Matter |
| Clients | Matters |
| Engagement | Mandate |
| Compliance | Court Dates |
| Service | Matter Type |
Your sidebar is relabelled accordingly — you will see Matters where other verticals see "Work", Court & Compliance instead of "Compliance Calendar", and Case Files instead of "Documents".
Enabled Modules
The following modules are active by default for Legal Practice:
| Module | Purpose |
|---|---|
| Smart Inbox | Route correspondence to the correct matter automatically |
| Tasks | Manage deadlines, follow-ups, and internal assignments |
| Compliance Calendar | Track court dates, filing deadlines, and prescription periods |
| Client Portal | Secure document exchange with clients and counterparties |
| Time Tracking | Record billable time in six-minute units |
| Billing | Generate fee notes, manage trust accounts, and track WIP |
| Contracts | Draft and manage engagement letters and mandates |
| Onboarding Forms | Collect FICA and KYC documentation from new clients |
| Chat | Internal team messaging per matter |
| AI Agents | AI-assisted document triage and deadline detection |
Compliance Bodies
AtlasOS tracks regulatory obligations for South African legal practitioners under:
- LPC — Legal Practice Council
- LSSA — Law Society of South Africa
Compliance templates for annual practising certificate renewals, trust account audits, and CPD requirements are available out of the box.
Supported Entity Types
- Company (Pty Ltd, CC, Inc)
- Individual
- Trust
Default Landing View
When you log in, you land on the Tasks view — your central hub for deadlines, follow-ups, and matter-related work items.
Getting Started
- Create your practice — sign up and select Legal Practice as your firm type
- Import your matters — add client entities and create matters with their associated types (litigation, conveyancing, commercial, family, etc.)
- Configure court date tracking — set up compliance templates for court rules, filing deadlines, and prescription periods
- Connect Gmail — link your email to enable Smart Inbox routing and automatic matter association
- Set billing rates — configure hourly rates by seniority or matter type, and set up trust account tracking
General platform features such as Smart Inbox, AI Advisory, and Practice Admin are documented in the Accounting section. The same features apply to Legal — only the terminology differs.