Legal Practice Overview

This page summarises the configuration applied when your firm type is Legal Practice. Use it as a quick reference for what is enabled, what terminology is used, and which compliance bodies are tracked.

Configuration Summary

Setting	Value
Firm Type Key	legal_practice
Solo Mode	No
Default Landing View	Tasks
Entity Types	Company, Individual, Trust
Compliance Bodies	LPC, LSSA

Module Availability

Enabled by Default

Module Key	Display Label	Notes
smart_inbox	Smart Inbox	Gmail integration with matter-aware triage
tasks	Tasks	Deadline and follow-up management
compliance_calendar	Court & Compliance	Court dates, filing deadlines, prescription periods
client_portal	Client Portal	Secure document sharing with clients
time_tracking	Time Tracking	Six-minute unit recording
billing	Fees & Billing	Fee notes, trust accounts, WIP
contracts	Contracts	Mandates and engagement letters
onboarding_forms	Onboarding Forms	FICA/KYC collection
chat	Chat	Per-matter team messaging
ai_agents	AI Agents	Document triage and deadline detection

Not Enabled

Module Key	Reason
project_milestones	Not standard for legal workflow
broadcasts	Not enabled by default; can be activated
afs_reports	Accounting-specific
management_accounts	Accounting-specific

Compliance Bodies

LPC — Legal Practice Council

The LPC is the statutory regulatory body for all legal practitioners in South Africa. AtlasOS tracks:

• Annual practising certificate renewals
• Trust account audit deadlines
• CPD (Continuing Professional Development) requirements

LSSA — Law Society of South Africa

The LSSA provides professional support and sets practice standards. AtlasOS tracks:

• Membership renewals
• Professional indemnity insurance deadlines
• Practice management compliance checks

Sidebar Layout

The legal vertical uses the following sidebar groupings:

• Matters — task lists, calendar, and matter-related work
• Matters & Contacts — entity register, matter register, people
• Fees & Billing — time entries, invoices, fee notes, WIP
• Court & Compliance — compliance calendar, obligation templates
• Case Files — document management, uploads, AI classification