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Legal Terminology in AtlasOS

When your firm type is set to Legal Practice, AtlasOS relabels key platform concepts to match legal industry conventions. This page documents every terminology mapping so you can navigate the platform confidently, and cross-reference with documentation written for other verticals.

Terminology Mapping

Standard AtlasOS TermLegal TermWhere It Appears
ClientMatterSidebar, entity lists, detail views
ClientsMattersSidebar group heading, breadcrumbs
EngagementMandateEngagement letters, contracts module
ComplianceCourt DatesCompliance calendar heading
ServiceMatter TypeService/matter type dropdowns
DocumentsCase FilesDocument management section

The legal sidebar is organised into the following groups:

Sidebar GroupContainsStandard Equivalent
MattersTasks, calendar, matter work itemsWork
Matters & ContactsEntity register, matter register, people directoryEntities & People
Fees & BillingTime entries, invoices, fee notes, WIP reportsTime & Billing
Court & ComplianceCompliance calendar, obligation templates, deadlinesCompliance
Case FilesDocument uploads, folders, AI classificationDocuments

Reading Other Documentation

Much of the platform documentation is written using standard AtlasOS terminology (the accounting vertical). When reading those pages:

  • Where you see Client, think Matter
  • Where you see Engagement, think Mandate
  • Where you see Compliance Calendar, think Court & Compliance
  • Where you see Documents, think Case Files

The underlying features are identical — only the labels differ.

tip

If you switch a practice from one vertical to another, the terminology updates automatically. No data is lost — only the display labels change.