# 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 permission-based visibility into time records and cost reports. - **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. - Book a demo: https://hammerlex.com/contact.html - Start free: https://hammerlex.com/contact.html#free