Industries Professional servicesLaw firm

Law firm softwareClients and matters, handled with care.

New enquiries, consultations, engagement letters, matters and invoices in one place. Duke books consultations from WhatsApp, keeps key dates in view and drafts the follow-ups you approve.

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Duke at your law firm

Duke keeps every matter moving.

He replies to new enquiries on WhatsApp in your own wording, books consultations in a lawyer's free time and passes anything that needs a lawyer to a person. Key dates, engagement letters and unpaid fees reach you as answers and drafts to approve.

Who decides

On its own, by your ruleDuke on duty does it for the customer who wrote, once you switch that action on.
Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
Just answersReading needs no approval, and he sees only what the person asking may see.
Ready when you open the appInsights are made from your own numbers when you open the app.

Meet Duke

A day with DukeA Friday at a four-partner law firmWorking

7:40Had the day's read readyYou open Home: 3 consultations today, 2 fee invoices overdue, 5 tasks due.Ready when you open the app
9:05Booked a consultation from WhatsAppDaniel's café lease dispute: Thursday 3:30 pm with a commercial property lawyer.On its own, by your rule
10:20Handed an appeal question to AmeliaSomeone asked if they could still appeal. Duke passed it on, with the reason.On its own, by your rule
12:30Listed next week's key datesAmelia asked: the Bay St lease renewal on 14 Nov, then two estate matters.Just answers
15:00Drafted three post-consultation notesConsultations last week with no engagement letter yet, one follow-up per lawyer.Waits for your approval
21:15Held an after-hours replyQuiet hours: a question on consultation fees waits for reception at 8:30.Waits for your approval

An example day. Names and numbers are made up.

Duke does this for you

On its own, by your rule

Enquiries answered in your words.

Duke replies from the facts you wrote, saves the person's details and the kind of matter, and books a consultation when you've switched booking on.

GraceDo you handle wills? My mother wants to update hers.

Duke on WhatsAppYes, our wills and estates team can help. A first consultation is 30 minutes: Tuesday 10:00 or Wednesday 14:00?

GraceTuesday please

Booked · Wills consultation, Tue 10:00

On its own, by your rule

Legal questions go to a lawyer.

Duke never gives legal advice. Questions beyond your facts, or words you choose like “court” or “deadline”, pass the chat to a person with the reason shown.

DanielMy landlord gave me 14 days' notice. Is that even legal?

Duke on WhatsAppThat's a question for one of our lawyers, so I've passed your message to Amelia Hart. She'll reply here.

Handed over · Asked for legal advice

Waits for your approval

Engagement letters set out as quotes.

Ask for an engagement quote with your fixed fee and stages. Duke drafts the lines, and you review each one before it's created for the client.

Engagement quote for Tallow Studios' shareholder agreement, fixed fee in two stages.

Waiting for your approvalCreate quote Q-0063 for $6,500 to Tallow Studios · 2 stagesApproveNot now

Just answers

Key dates, lawyer by lawyer.

Duke reads your matters page and lists what's coming up with the responsible lawyer. Each person sees only the matters their role is allowed to open.

Key dates · next 3 weeks

Lease renewal, Bay StAmelia Hart14 Nov

Shareholder agreement · Tallow StudiosJames Wu21 Nov

Estate administration · Margaret LoweAmelia Hart2 Dec

A small team planning with sticky notes on a whiteboard

DanielHello, I need advice about a lease dispute for my café. Can I see someone this week?

Duke on WhatsAppI can book a 30-minute consultation with one of our commercial property lawyers. Wednesday at 11:00 or Thursday at 3:30 pm?

DanielThursday please.

Consultation booked · Thu 3:30 pm

Harbour Digital in SmartDuke: the Home page

Live demoClosest live demo: Harbour DigitalMarketing agency in Dublin. The same apps, set up for a marketing agency. Open it ↗

The apps law firms use

Enquiries, consultations, matters and fees.

Enquiries become consultations, an accepted engagement letter opens a matter, and fees are invoiced against the client.

CRM Bookings Sales Invoicing Projects WhatsApp Doc search Email Duke on duty AI agents Insights Custom pages Roles Audit log

Consultations

Each lawyer's diary, kept in order.

Set each lawyer's hours and days away. Consultations fit into the free times, a lawyer can't be double-booked, and they're told when a colleague moves one.

Consultation types with their length and fee
A reminder before each consultation, set up once as an automation

A diary with one column per person, their working hours and booked appointments

Shown: Northside Physio's diary, our physio clinic demo. Consultations work the same way.

Engagement letters

Terms agreed before the work starts.

Set out the scope and fee as a quote. When the client accepts, it's marked accepted and becomes an order, so you know the matter can open.

Fixed fees and stages as lines
Accepted, declined or waiting at a glance

A quote with lines, tax included and Accepted and Declined buttons

Shown: a Harbour Digital proposal, our agency demo. Your engagement letters work the same way.

Matters

Every matter on one page.

A matters page linked to the client: type, responsible lawyer, opened date, next key date and status. Drag matters across a board as they progress, or run larger ones as a project with tasks.

Access limited to the roles you choose
Automations before a key date
Every change recorded in the audit log

MattersCustom page

Matter	Client	Type	Lawyer	Next key date
Lease renewal, Bay St	Daniel Ross	Commercial property	Amelia Hart	14 Nov
Shareholder agreement	Tallow Studios	Corporate	James Wu	21 Nov
Estate administration	Margaret Lowe	Wills & estates	Amelia Hart	2 Dec

Invoices

Fees invoiced, payments recorded.

Invoice a fixed fee in one go or in stages, record bank transfers and see what each client owes. Overdue invoices are flagged with the days late.

Part payments and receipts
Duke can draft a reminder or split an invoice into instalments

An overdue invoice with Record payment and Void buttons, and Duke's panel to draft a reminder or split it into instalments

Shown: a Harbour Digital invoice, our agency demo

Pages Duke can build for you

Pages built for a law firm.

We build your pages during guided setup, or you ask Duke for them. For example:

MattersKey datesCourt hearingsReferrersClient onboarding

Talk to us: we set it up for you.

We set it up with your practice areas, lawyers, consultation types, fees, WhatsApp number and client list. The agency demo shows quotes and invoices; the clinic demo shows a diary by person.

Talk to us See the closest live demo

Ask Duke

Try these in Harbour Digital, our closest live demo, signed in as the owner.

“Which matters have a key date in the next two weeks?”“Who had a consultation last week but no engagement letter?”“Which clients owe fees older than 60 days?”

Bring your clients and matters together.

Tell us about your practice areas and how a matter runs, and we'll set SmartDuke up for your firm. Or open the agency demo first.

Start free

Or email support@smartduke.com

Talk to us

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