M2G Legal · Law firms and accounting practices

The case, the deadline and the invoice, in one system

Every client has a record, and each of their matters has its own case: filings, contracts, tasks and deadlines live inside the case, and invoices sit in the client's record. Anything overdue comes up first, without searching for it.

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The problem

Deadlines in a diary, filings in loose folders, invoices in another program and the client calling to ask how their case is going. Everything lives somewhere different and nobody sees the whole picture.

M2G Legal brings it all together in one system, with the modules your firm uses.

What comes with M2G Legal

M2G Legal starts with these. If you need another one, we add it; if you don't need one, we take it out.

Cases
Every client matter with its folder, tasks, deadlines and a log of what has been done.
Documents
Files organized in folders: whatever you upload is read, sorted and filed in its client's record.
Calendar
Deadlines, hearings and appointments in one calendar, with anything overdue at the top and this week's below.
Templates
Your usual documents, filled in with the client's details and ready to send.
Clients
Each client's record: their details, documents, invoices and history.
Tasks
Who does what and by when, linked to the client or the case it belongs to.
Invoicing
Numbered invoices, as PDFs, kept in the client's record.
Finances
Income, expenses and the real state of your cash, period by period.
Messaging
Your team's conversations inside the system, not in a WhatsApp group.

From start to finish

A client comes in
Their record is opened, and each of their matters becomes a case with its own document folder.
The deadline is set
It hangs off the case and shows on the team's calendar, with anything overdue at the top.
The document goes out
From your own template, with the client's details already filled in, ready to send by email.
It's invoiced
In the client's name, as a PDF, and it stays in their record with everything else.

What's more

Missing paperwork is requested from the client with a link, no account or password needed, and with another link they can see how their case is going without having to call.