Features — One system for the whole firm
The Hammer Lex covers the operational backbone of a modern practice, from the first client conversation to a paid invoice and a profit number you can trust.
Intake & Conflicts — conflict checks before the first call
Intake runs inside the platform, not as a separate add-on. Before you book a consultation, a mandatory conflict check queries existing clients, prior matters, and opposing parties. A cleared prospect converts to a matter in one click.
- Conflict checklist engine: deterministic name matching flags conflicts pre-intake.
- Intake to matter in one click: custom intake forms become a pending matter instantly.
- Clean records: no duplication as multiple people touch the same client.
Billing & Financial Ops — capture hours, split bills, get paid
A billing-rule engine resolves the right rate by precedence: timekeeper, then matter, then client, then firm. One invoice can split across multiple payors by percentage, including insurance, a parent company, or co-defendants. Hard and soft costs post to the matter ledger, and a rule-based audit runs before an invoice leaves the firm.
- Multi-tier split billing: distribute one invoice across payors by % weight.
- Hard & soft cost capture: filing fees and disbursements bundle into the invoice.
- Rule-based invoice audit: deterministic checks for UTBMS codes, block-billing, and daily caps.
- Auto retainer replenishment: a request is drafted for partner approval when trust dips below the threshold.
Calendaring & Deadlines — statutory deadlines, calculated automatically
A missed court date is the #1 cause of malpractice claims. Enter one trigger date, such as date of service or trial date, and the rules engine fills in the remaining statutory schedule for that jurisdiction. It counts calendar or court days and rolls off weekends and holidays.
- Rules-based deadlines: one trigger date generates the whole schedule.
- Court-day & holiday aware: skips weekends and holidays, then rolls forward automatically.
- Jurisdiction rule sets: federal, state, and practice-area specific.
Documents — merge-field drafting, immutable audit trail
Upload retainers, pleadings, and motions as templates with merge fields. Selecting a matter fills in the client name, matter number, jurisdiction, and assigned timekeeper. Every edit appends an immutable version recording user, timestamp, and content hash.
- Merge-field automation: matter data flows straight into your templates.
- Immutable version history: linear versions with user, timestamp, and hash.
- Server-side & secure: no local Office plugins, no data leaks.
Deterministic by design — no AI hallucinations
Conflict checks, deadline math, billing rules, and invoice audits run on exact, reproducible logic, not a chatbot's best guess. No hallucinated citations, no leaked client data, no court sanctions.
Matter Profitability — know what's actually making money
The P&L module turns billable hours and expenses into gross sales, labor cost, average cost, and margin. Filter by matter, client, practice area, or person, and project the current month as it closes.
- Live P&L dashboards: updated automatically as work is logged.
- Unit economics: margin by day, matter, person, or category.
- Monthly projections: forecast the month before it closes.
Firm & people — run the firm, keep everyone aligned
- Staff & HR database: profiles, searchable skill sets, banking info for payouts, and a shared calendar with PTO, vacations, and key dates.
- Requests & recruitment: PTO and vacation approvals end to end, plus job postings, external applications, and candidate pipelines.
- Roles & permissions: flexible roles for partners, associates, billing staff, and external stakeholders.
- Client portal access: give clients matter-scoped invoices, payment history, documents, messages, and audit-tracked activity.
- Vendor management: let outside vendors invoice for their members based on time entries.
- QuickBooks integration: export invoices to QuickBooks Online for clean accounting and reconciliation.
Next step
We'll walk through the modules that matter most to your firm and answer the questions specific to your practice, or jump in with a free account.
Frequently asked questions
What does The Hammer Lex do?
It is an all-in-one legal practice management platform. It combines matter and case management, time tracking, billing, document handling, staff and HR workflows, and live profitability analytics in a single system.
How is it different from other practice management software?
Most platforms treat profitability as a reporting add-on. The Hammer Lex tracks live Profit and Loss by matter, client, practice area, and timekeeper as a core function, and includes staff and HR workflows that usually require a separate system.
Does it replace our billing system?
Yes. Time capture, expense tracking, invoicing, and payment follow-up run inside the platform, and invoices export to QuickBooks Online for accounting.
Can we track time without a timer running?
Yes. Enter time manually, adjust entries after the fact, or capture it as you work. Entries carry the matter, client, and rate needed for billing and profitability.
Which practice areas does it support?
The platform is practice-area agnostic and is used across family law, estate planning, and corporate and M&A work. Matter types, fields, and workflows are configurable per practice.
Do we need IT staff to run it?
No. The platform is cloud hosted and maintained for you. It is backed by Tateeda, a software company, so migration and custom integration work is available when a firm needs it.
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