AtlasAI now includes practice management: matter pages, the matter register, client intake, the pipeline of prospective matters, time, expenses, budgets, invoices, workflows and matter reports. Every area runs on the same platform as Enterprise Search, Chat with citations, drafting and Legal Research. The combination makes AtlasAI the most context-rich practice management platform for small firms, and AtlasAI Professional includes every area at $99 per user per month.
Why practice management belongs on the knowledge graph
Most small firms keep intake in one product, time in a second, billing in a third and documents in a fourth. Each product holds part of the matter, and no product holds the whole matter. AtlasAI keeps one object for your firm's work: the matter. The intake answers, contacts, tasks, key dates, documents, time entries and invoices are stored on one matter page and in one knowledge graph. Every answer, draft, time entry and invoice includes the matter's context.
Client intake that opens the matter
Prospective clients fill in an intake form on your website, follow an emailed link or talk with the AtlasAI intake assistant. You build each form from one of six templates, a blank form, or a sentence that AtlasAI turns into questions with conditional logic. The intake assistant asks the questions of your published form in conversation and reads none of your firm's documents, matters or contacts.
AtlasAI reviews every submission before the consultation. AtlasAI summarizes the submission, checks the fit with your practice, proposes a matter type and drafts a follow-up for the responsible attorney to approve. AtlasAI also checks the client and every other party against your firm's contacts and matters. You move each prospective matter from Inquiry to Engaged and send the engagement letter for e-signature. When the client signs, AtlasAI opens the matter with the intake answers, contacts and documents in place.
One page for each matter
The matter page holds the matter number, status, client and parties, tasks, key dates, notes, documents, time and activity. Define a template for each matter type once. AtlasAI adds the template's fields, tasks, key dates, folders and workflows whenever a new matter opens. Ask the AtlasAI agent beside the matter to add a task, a key date, a note or a time entry. The agent makes the change and opens the section it changed.
The Matters hub shows every matter you can open, in Register, Calendar, Reports and Intake views. Subscribe to a private calendar feed in Outlook, Google Calendar or Apple Calendar, and issue legal holds with custodian notices, acknowledgments and reminders from the matter.
Time from the work itself
AtlasAI drafts a time entry for each work session you spend on a document or matter, with the matter, activity and minutes filled in. You accept, edit or discard each suggestion in the week grid. Timers stay in the sidebar on every page and keep running after you close the browser, because the timers run on the AtlasAI server. Set timekeeper rates, matter rates and your billing increment once, and AtlasAI applies the right rate to every entry.
Invoices, budgets and receivables
AtlasAI drafts each invoice from the matter's billable time and expenses, up to a date you pick. When you issue the invoice, AtlasAI assigns the next number, sets the issue and due dates and files the PDF in the matter. Set a budget for each matter, and AtlasAI flags every matter at 80 percent of its budget. Matter reports also show your firm's receivables by age.
Workflows and reports on every matter
Start a workflow automatically when a form arrives, a matter opens, a status or pipeline stage changes, a task becomes overdue or a key date approaches. AtlasAI agents run each workflow step with the same matter tools as chat, and you approve each message before AtlasAI sends the message. Matter reports count matters by status, practice area, type and responsible attorney. AtlasAI flags overdue tasks, key dates within 7 days, inactive matters and budgets that need attention. Ask for any matter report in chat, or have AtlasAI send the report to each recipient on a schedule.
Deals for private equity firms
For firms with the private equity module, AtlasAI shows every matter as a deal. Each deal page holds the stage, value, deal fields, data room and activity. Your deal team asks questions across the data room, runs a Tabular Review across the deal's contracts and tracks exclusivity, signing and closing dates as key dates.
Pricing
AtlasAI Professional costs $99 per user per month, with a minimum of 5 users. Professional includes practice management, the knowledge graph, Tabular Review, Agentic Workflows, DMS integration and Legal Research. AtlasAI Starter costs $25 per user per month and includes Chat with citations, Enterprise Search, document analysis, agentic workspaces and drafting. Every plan starts with a 3-day free trial on one matter.
See AtlasAI practice management, start a free trial or book a demo.