Features — One system for the whole firm

From first client conversation to a paid invoice and a profit number you can trust — The Hammer Lex covers the operational backbone of a modern law practice.

Intake & Conflicts — conflict-checked intake, organized

Native, low-friction intake — no separate add-on app. A mandatory conflict-check engine queries existing clients, prior matters, and opposing parties *before* you book a consultation, and a cleared prospect converts to a matter with a single click. No copy-paste, no app fatigue.

Conflict checklist engine — deterministic name matching flags conflicts pre-intake.
One-click intake → matter — 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 → matter → client → firm). Split a single invoice across multiple payors by percentage — insurance, parent company, co-defendants. Capture hard and soft costs straight onto the matter ledger, and let a rule-based audit sweeper catch guideline breaches 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 — trust dips below threshold → a request is drafted for partner approval.

Calendaring & Deadlines — statutory deadlines, calculated automatically

A missed court date is the #1 cause of malpractice claims. Enter one trigger date — date of service, trial date — and the rules engine populates every downstream statutory deadline for the jurisdiction, counting calendar or court days and rolling off weekends and holidays.

Rules-based deadlines — one trigger date generates the whole schedule.
Court-day & holiday aware — skips weekends/holidays and rolls forward automatically.
Jurisdiction rule sets — federal, state, and practice-area specific.

Documents — tokenized drafting, immutable audit trail

Upload retainers, pleadings, and motions as templates with merge fields. Selecting a matter injects the client name, matter number, jurisdiction, and assigned timekeeper automatically. Every edit appends a new, immutable version — logging user, timestamp, and a 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 all 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 summarizes billable hours and expenses into the metrics that matter: gross sales, labor cost, average cost, and margin. Break results down by matter, client, practice area, or individual, and project the current month with live filters.

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.

Request a tailored demo: https://hammerlex.com/contact?intent=demo
Start free account: https://hammerlex.com/contact?intent=start-free

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