The operating system for the modern law firm
Cases, clients, documents, hearings, tasks and billing — unified in one secure workspace, paired with a first-class client portal so your firm and clients work in one system instead of over email.
Your firm runs on a dozen disconnected tools
Email, spreadsheets, shared drives and generic project trackers leave matters scattered, clients in the dark, and permissions impossible to enforce. Counsiq replaces the patchwork with one authoritative home.
Fragmented tooling
Matter activity is spread across WhatsApp, Drive, Excel and PM software — with no single source of truth.
Clients in the dark
"What's the status of my case?" arrives by email again and again, because clients have no window in.
Weak permission control
Off-the-shelf tools can't express "paralegals edit but can't delete" or "reception schedules but can't read privileged notes."
Tenant leakage risk
Multi-tenant software built without database isolation is a data-leak lawsuit waiting to happen.
Onboarding friction
Signing up, verifying, creating an org and inviting a team drags on for days before any real work begins.
Notification noise
Generic systems either spam everyone or notify no one — the right people miss the events that matter.
Everything your firm needs, in one workspace
A complete, role-aware operational surface for staff — and a branded portal for clients. Every case, task, deadline and document has exactly one authoritative home.
Case management
A tabbed case workspace — summary, documents, notes, tasks, hearings, activity and assignments — with status, priority, health and scoped search.
ExploreClient management
Clients as first-class entities with contact info, linked cases and documents, duplicate detection, and an optional portal account.
ExploreDocument management
Firm-wide library and per-case sub-views. Upload, categorize, search, preview, rename and move — with storage isolated per organization.
ExploreCalendar & hearings
A unified calendar combining hearings and task due dates, with venue, court, judge and linked case — plus T-24h reminders.
ExploreRealtime messaging
Staff-to-staff and firm-to-client chat with sender identity resolution, unread badges and tenant-scoped conversation lists.
ExploreRoles & permissions
A permission-based RBAC engine with granular actions like case.create and per-organization custom roles.
Notifications
Event-driven, role-aware alerts for tasks, hearings, documents, cases and chat — fan-out respects RBAC so users only see what they should.
ExploreGlobal search
⌘K across clients, cases, documents, hearings, tasks and notes — grouped by entity, with highlighting and keyboard navigation.
ExploreBilling-ready
Subscription state, plan tier and access gating are modeled in the database and provider-agnostic — ready for Stripe, Razorpay or Paddle.
ExploreEvery matter, end-to-end, with one authoritative home
Cases are the atomic unit of work. Open a matter and see everything in a single tabbed workspace — no hunting across tools, no version confusion.
- Tabbed case workspaceSummary, documents, notes, tasks, hearings, activity and assignments in one view.
- Assigned team with a leadStatus, priority, health indicators and key dates, always visible at a glance.
- Activity timelineAn automatic record derived from underlying events across the matter.
Documents, deadlines and hearings that never slip
A firm-wide document library with per-case sub-views, and a unified calendar that pulls hearings and task due dates into one place — filtered by role, isolated by organization.
- Scoped uploads & metadataCategories, uploader attribution, preview, rename and move — storage isolated by org prefix.
- Month, week & list viewsHearings and due dates in one surface, with venue, court and judge on every event.
- T-24h remindersAutomatic reminders feed staff and appear in the client portal as upcoming events.
Your firm and your clients, finally in the same place
A role-aware Firm Portal for staff and a dedicated, branded Client Portal — so clients experience your firm the way they experience a modern digital product.
Built for staff
Dashboard, Cases, Clients, Tasks, Documents, Calendar, Hearings, Chat, Settings and Notifications — every action and menu adapts to the user's permissions.
Built for clients
A branded experience at /portal with matter status, assigned team, upcoming events, documents and realtime chat with the firm.
One canonical thread per client — no more lost email
Realtime chat scoped and isolated by organization, with sender identity resolution and unread badges. Every conversation, attachment and status update lives where it belongs.
- One thread per firm ↔ clientNo scattered inboxes, no lost attachments — a single canonical conversation.
- Sender identity resolutionEvery message shows name and role, tenant-scoped to the right organization.
Trust by design, not as an add-on
Tenant isolation, RBAC and auditability are non-negotiable defaults. A compromised or misbehaving client cannot read another firm's data — even by tampering with request bodies or IDs. The database itself refuses.
Row-Level Security
Postgres RLS on every business table and Storage bucket is the final authority — the database is the last line of defense, not the app.
Tenant isolation
Every record carries an organization_id. Triggers derive the tenant from parent records so clients can't spoof it.
Application RBAC
A granular permissions engine gates every action for UX and finer control, layered on top of RLS.
Validated & guarded
Every server function validates input with Zod before touching the database. Service-role keys stay server-only.
Single-use auth links
Password-reset and invitation links are single-use and consumed on first successful action.
Owner protection
Owners cannot be silently demoted. Role changes and organization deletion require Owner confirmation.
From sign-up to a working workspace in minutes
Guided onboarding gets your firm live fast — with an auto-provisioned 14-day trial, no card required.
Create your firm
Sign up, verify, and spin up your organization through a guided, six-step onboarding.
Invite your team
Add members and assign roles from a first-class RBAC engine — Owner, Admin, Lawyer, Paralegal and more.
Bring in clients
Issue single-use portal invitations. Clients set a password and instantly see their matters.
Run every matter
Manage cases, documents, hearings and chat in one place — with a 14-day trial to prove the value.
A lean core that plugs into the tools firms rely on
The platform stays lean; billing, calendars, e-signature and AI plug in as first-class modules. Here's what's on the roadmap.
Start free. Scale when you're ready.
Every firm begins with a 14-day trial — full workspace, no card required. Choose the plan that fits when you're ready to go live.
- Full firm portal
- Up to 3 staff seats
- Cases, documents & calendar
- Client portal & chat
- Email support
- Everything in Solo
- Unlimited staff seats
- Custom roles & granular RBAC
- Multi-organization client accounts
- Role-aware notifications
- Priority support
- Everything in Firm
- Per-office isolation, shared admin
- White-label client portals Roadmap
- SSO (SAML / OIDC) & SCIM Roadmap
- Data residency & BYO storage Roadmap
Answers for careful firms
Every business record carries an organization_id, and Row-Level Security policies scope every read and write to your organization. Storage paths are prefix-scoped, and tenant-derivation triggers mean client code can't spoof the tenant. Even a tampered request is refused at the database.
Yes. Counsiq ships a permission-based RBAC engine. Roles are collections of granular permissions — like case.create, document.delete or organization.edit — and you can define custom roles per organization. Owners and Admins are protected against accidental role loss.
Clients access a dedicated, branded Client Portal at /portal with matter status, documents and realtime chat with your team. You issue a single-use invitation; the client sets a password and immediately sees their matters. A single client account can belong to multiple firms with an in-app workspace switcher.
Minutes. Guided six-step onboarding creates your organization and auto-provisions a 14-day trial. Invite your team, bring in clients, and start running matters right away — no card required.
A trial banner communicates remaining days. At expiry the workspace enters read-only mode until billing is completed — your data is never lost. The billing layer is provider-agnostic and ready for Stripe, Razorpay or Paddle.
The core is intentionally lean. Billing (Stripe first), Google Calendar and Outlook sync, e-signature, OCR, AI assistance and WhatsApp notifications are on the roadmap as first-class modules, so the platform grows without bloating the foundation.
Give your firm one place to run every matter
Enterprise-grade from day one — tenant isolation, RBAC and a client portal your clients will actually enjoy using.