Solutions / Legal Edition
Every call answered. Every matter moving.
People call a law office when something is already urgent. JulyWork answers on the first ring, opens the matter, gets the retainer signed and keeps the file moving, with a lawyer or notary deciding every step that matters.
Who It Is For
Legal, practice by practice.
Law firms
Small and mid-sized practices where the same three people answer the phone, run intake, chase signatures and watch the limitation dates. JulyWork takes the first three off their hands and keeps the fourth in plain sight.
Notaries public
A notary office lives on walk-ins, same-day appointments and documents that must be signed exactly right. The receptionist books the appointment and tells the client what to bring; the signing product prepares the document; the books record the fee.
Immigration consultants
Long files, many documents, hard deadlines and clients in several languages and time zones. The receptionist answers in the client’s language, and the matter record holds every form, every deadline and every piece of correspondence in one place.
Paralegals
Volume work with no room for a missed date. Checklists built from the matter type, filing deadlines on a calendar the whole office can see, and packages assembled in the order the tribunal or the registry expects.
Why Legal Offices Adopt
The work is fine. The front office is drowning.
Most practices do not lose clients on the merits. They lose them at the phone, in the intake, and in the week it takes to get a retainer signed.
The call you did not take
A prospective client phones three offices and retains the first one that picks up. Your assistant is in a consultation or at the registry, so the call goes to voicemail and the matter goes down the street. JULY Call answers every time, in the caller’s language, and books the consultation before they hang up.
Intake by email chain
Conflict check, engagement letter, retainer, identification: the same six steps, restarted from a blank page for every new client and stretched across a week of replies. With JulyWork the matter is opened on the first call, the documents are prepared from it, and the signatures come back in hours.
Deadlines kept in heads
Limitation dates and filing deadlines live in one paralegal’s memory and a shared calendar nobody fully trusts. JULY CRM puts every deadline on the matter record, tracks it against the calendar and flags what is missing while there is still time to fix it.
The JULY Lineup, In Your Words
The JULY lineup in the Legal Edition.
12 lines of the JULY lineup fit this industry. Every one reads from and writes to the same record. Enter something once and the whole lineup knows it.
The phone, answered the way your best assistant would
JULY Call answers every call to the practice: it tells a new client from an existing matter, takes the names of the parties so the conflict check can start, books the consultation on the right lawyer’s or notary’s calendar and texts the confirmation. An existing client asking about their file is routed to the person handling it, with the context already explained.
It does not give legal advice and it does not quote what it has not been told. A call that is urgent, a court date tomorrow or a client in distress, is handed to a person immediately. Every call ends with a written summary in the matter record and in your inbox.
JULY SignE-signing
Retainers, affidavits and consents, signed the same day
JULY Sign prepares engagement letters, retainer agreements, affidavits, consent forms and authorizations from the matter record, so the parties, the dates and the scope are right before anyone reads them. The client signs on a phone; a second signer, a witness or a counterparty follows in the order you set.
The responsible lawyer or notary reviews every document before it leaves the office. Signed documents file themselves back into the matter with a record of who signed, when and from where, which is the record you want when someone asks later.
JULY BooksBookkeeping
Fees, disbursements and retainers, current every day
JULY Books records the retainer when it arrives, logs disbursements against the matter as they are incurred, and raises the invoice from the time and disbursements on the file instead of from memory at month end. Fee receipts and trust receipts are marked apart from the first entry, so your bookkeeper reconciles instead of reconstructs.
Your accountant sees the same ledger you do, with every entry showing its source. The product categorizes, matches and drafts; a person approves what is billed, paid or moved, and your existing trust accounting obligations stay exactly where they are.
The matter record, with nothing kept in anyone’s head
JULY CRM opens a matter with the client, the counterparty, the matter type and the deadlines that type carries, then builds the checklist from it: what to collect, what to file, what to serve, by when. Documents arrive and attach themselves to the right matter; the package for the registry, the tribunal or the other side is assembled in the order they expect.
It is the same engine that carries our own real estate deals from accepted offer to completion, where a missed date costs someone a home. A matter gets the same treatment: every deadline on the calendar, every missing item flagged early, and every package a draft for a professional to confirm before it goes anywhere.
Every letter from the firm’s own domain
JULY Email puts the practice’s own domain on every message, with the Gmail your lawyers and staff already read behind it. A client writes to you at your firm’s name, it lands where you already work, and the reply goes back from the firm, not from a personal address, with the thread intact.
Long chains from opposing counsel arrive with a summary drafted into the thread, and a reply can be drafted before the lawyer opens the message. The lawyer reads, edits and sends; nothing leaves the firm unread.
JULY TrackPipeline tracking
Every matter on one screen
JULY Track keeps every matter on one screen with its stage and its next action: the retainer to chase, the document to request, the filing due Thursday. A lawyer opens it in the morning and knows where the first hour goes; the office manager sees which files have gone quiet.
A file that stalls, one unreturned call and one deferred task at a time, is flagged before a limitation date does the flagging for you. Nothing here decides anything; it makes the state of the practice impossible to lose track of.
JULY DraftDocuments and contracts
Documents drafted from the matter, checked in plain language
JULY Draft prepares engagement letters, demand letters, affidavits, agreements and correspondence from the matter record, so the parties, the dates and the defined terms are right before anyone reads them. Beside every draft it explains each clause in plain language, which is the note a client actually wants.
Every document routes through the responsible lawyer or notary; nothing is sent, signed or filed without a person saying so. JULY Draft makes the drafting faster, never the decision.
JULY CloseClosing timelines
The closing timeline, for conveyancing practices
For notaries and real estate lawyers, JULY Close holds the closing from accepted offer to completion: every date, deposit, party, lender condition and signature on one timeline that the office, the agent and the client can all see.
When something slips, a late deposit or a missing signature, the right person is told the same day, not discovered at the completion table. Status is never a guess.
JULY ContactOutbound engagement
Outreach to referral sources and past clients
JULY Contact works the list a practice never gets to: the realtors and accountants who refer, the past clients whose wills are five years old, the corporate clients due for an annual review. An opener written for that person, a follow-up cadence that does not quit, every touch logged to the matter record.
The moment someone replies with interest, the conversation routes to the lawyer with full context. It opens doors; it does not give advice.
JULY PostMarketing content
Firm content and client updates, drafted from real work
JULY Post drafts the newsletter, the LinkedIn update and the client bulletin from what the practice actually did this month: the new rule, the case type you handled well, the deadline clients keep missing. In the firm’s voice, not a template.
You review, adjust and publish. The calendar stays full without a partner writing at eleven at night, and nothing about a client is ever used without your say.
JULY OwnerThe long relationship
The relationship after the matter closes
JULY Owner keeps the client after the file is closed: the will that should be revisited when the circumstances change, the corporate filings due each year, the mortgage that renews, the property that was purchased and will one day be sold.
It accumulates quietly and reminds the practice at the right moment, so the next call from the client is to you, and the next call from you feels like care rather than marketing.
JULY MasterThe AI sales mentor
Business development coaching for people who would rather practise than sell
JULY Master is a mentor that never runs out of time: how to handle a prospective client who is shopping on price, how to ask a happy client for a referral, how to run the first consultation so it converts, drawn from curated playbooks of people who have built practices.
It answers at the moment the question comes up, which is usually not in office hours, and it never replaces the partner who mentors; it fills the gaps between those conversations.
In Your Vocabulary
Same record. Your words.
The platform underneath every edition is identical. What changes is what each thing is called, and that is one setting, not a separate product.
- Primary contact
- Client
- Second party
- Counterparty
- Record
- Matter
- Milestone
- Filing deadline
- Event
- Consultation
- Document
- Retainer / Affidavit
Proven in Production
We run our own companies on it, including our real estate brokerage.
JulyWork runs the JULY Company’s own real estate brokerage every day. JULY Call answers our main line, JULY CRM carries our deals to completion, and a person approves every step that matters. That is a regulated, deadline-driven business with real money and real clients on the line, and it is where every product proves itself before it reaches anyone else.
We do not run a law firm in-house, and we will not pretend we do. The Legal Edition is the same platform with the labels changed: a matter instead of a deal, a filing deadline instead of a subject removal, a retainer instead of a contract. The architecture, the privacy rules and the human approval on every consequential action are identical, because they were built once and they are not optional.
Legal Edition
Tell us about your practice.
A short note is enough. Someone who has run intake on a working floor reads every message and replies with a real answer, not a sequence.
JulyWork