Platform · How it works

How does Unomia run a law firm from intake to invoice?

Six steps in one platform, with communication and documents connected to every step and Casey supporting the lawyer throughout.

In short

Unomia runs a law firm in six steps: intake, case and client, tasks and deadlines, time and expenses, invoicing and accounting. Communication and documents are not separate steps: they run through all six, so every message and every file sits with the right case. Casey, the AI coworker, supports every step, and the lawyer always decides.

Unomia at a glance

One platform, from intake to invoice

The primary process is the same for every firm. What grows with your firm are the supporting processes, such as HR.

Choose your current or desired firm size here

Client and channels

Your website and forms

Phone

Client portal

Primary process · 6 steps

Intake

Leads from every channel, qualified per practice area

Case & Client

Case management and client portal

Tasks & Deadlines

Follow the workflow of the practice area

Time & Expenses

Recorded per case action

Invoicing

From hours to invoice

Accounting

Entries, bank and VAT

Communication

Connected to all 6 steps

Connected to all 6 steps

Underneath every step

Casey AI

Helps in every step: intake, summaries, drafts and checks

Practice-area workflows

Every practice area its own workflow, for example family, estate or employment law

Integrations

Identiteitscheck, WhatsApp, Outlook, Gmail, phone and AI

Optional: integrations per country and per practice area

Supporting processes

Planning

Calendar and appointments

Clients book an appointment in your calendar online

From sole practitioner

Employees and time off

Staff records, time off and sick leave in one place

From small firm

Organisation

Roles and access

Access per role: lawyer, paralegal, secretary, trainee

From small firm

Recruitment and onboarding

Vacancies, applications and a standard onboarding plan

From mid-sized firm

Appraisals

Goals and annual reviews per employee

From mid-sized firm

Management

Firm reporting

Revenue, work in progress and billable rate per lawyer

From mid-sized firm

Organisation

Offices and entities

Several offices or entities in one environment

From large firm

Firm Plus

Your own apps and integrations

Custom work and your own SLA

From large firm

Works on every device

Desktop

Windows and macOS, in the browser

iPad

Browser or app

iPhone

iOS app

Android

Android app

Online

Connected: the full platform, in the browser or the app

Offline

Not connected: open recently viewed cases and documents and record time; everything syncs as soon as you are back online

Foundation

Own environment per firm

EU hosting

Access rights per case

Shared server

For this firm size

For a larger firm

Six steps, two layers through all of them

For every step: what happens, what communication and documents do in it, and how Casey helps.

Intake: from first contact to a qualified client

Leads arrive from your own website forms, also on your existing website, and from email, WhatsApp or phone, and land directly in Unomia. Qualifying questions per practice area show quickly whether a case fits your firm. The lawyer sends the Identiteitscheck from the lead and performs the Wwft check for every new contact.

💬 Communication in this step

Every WhatsApp message, email and call lands on the lead, so the whole first contact is in one place. Outside office hours Casey answers and asks the qualifying questions.

📄 Documents in this step

The Identiteitscheck result and the intake answers are stored with the lead. The engagement letter goes out for e-signature and comes back signed into the same file.

🤖 Casey in this step

Qualifies and follows up leads, and flags contacts with potential Wwft risks in the daily briefing. The lawyer decides.

Case & Client: one file for the whole case

When the client signs, the lead becomes a client and the case opens with everything collected at intake. The client follows progress and shares files through the client portal.

💬 Communication in this step

Outlook and Gmail sync with the case, and WhatsApp messages land in the case file. Every email is linked to the right case, for everyone on the team.

📄 Documents in this step

One case folder for correspondence, evidence and court documents. Files are tagged and searchable, and you share them with the client through the portal.

🤖 Casey in this step

Analyses and summarises the case file, and drafts letters and emails for the lawyer to review.

Tasks & Deadlines: nothing slips

Tasks and deadlines are planned per case and follow the workflow of its practice area, such as a joint divorce petition in family law or a dismissal case in employment law. Every practice area can have its own workflow.

💬 Communication in this step

Notes, @mentions and messages are kept on each task, so the team discusses the work where the work is.

📄 Documents in this step

The documents a task needs are attached to it, such as the court letter that started a deadline.

🤖 Casey in this step

Monitors deadlines and alerts the team before one is at risk.

Time & Expenses: recorded as you work

Time is recorded per case action, with a timer when you need one. Expenses such as court fees are logged against the case.

💬 Communication in this step

Calls and emails are logged on the case, so the time they took is easy to record.

📄 Documents in this step

Receipts are attached to every expense, and timesheets can be exported per case.

🤖 Casey in this step

Checks that recorded time and expenses are complete before they go on an invoice.

Invoicing: from recorded time to invoice in one click

Recorded time and expenses become an invoice in one click, per case and according to the agreement with the client.

💬 Communication in this step

The invoice goes to the client by email or through the client portal, and the message stays in the case.

📄 Documents in this step

The invoice and its time specification are stored in the case.

🤖 Casey in this step

Checks invoices before they are sent.

Accounting: bookkeeping without double entry

Invoices and payments are booked automatically, and bank transactions are reconciled with open invoices.

💬 Communication in this step

Payment reminders go to the client automatically, and every reminder is logged.

📄 Documents in this step

Bank statements and purchase invoices are stored and linked to their bookings.

🤖 Casey in this step

Supports the financial follow-up, so open items get attention in time.

What runs underneath every step

Practice-area workflows

Every practice area gets its own workflow, for example family, estate or employment law, setting the tasks, deadlines and documents for each type of case.

Integrations

Identiteitscheck, WhatsApp, Outlook, Gmail, phone and AI connect to the steps where they are used. Integrations per country and per practice area are optional.

Security and EU hosting

Each firm has its own environment, hosted in the EU, with access rights per user and per case.

Read about security →

Frequently asked questions

What are the six steps in Unomia?

Intake, Case and Client, Tasks and Deadlines, Time and Expenses, Invoicing and Accounting. Together they form one flow, from the first contact with a client to the booked payment.

Why are communication and documents not separate steps?

Because every step uses them. A WhatsApp message can belong to an intake, a task or an invoice, and Unomia stores it with the step and the case it belongs to. The same is true for every file.

Can I keep my existing website?

Yes. Unomia takes leads from the forms on your existing website, so you do not need a new website to start.

Who decides, Casey or the lawyer?

The lawyer. Casey prepares, summarises and flags, but decisions such as accepting a client or sending an invoice stay with the lawyer.

Is Unomia suitable for a sole practitioner?

Yes. Unomia is priced per user, and Casey handles intake when you are in court or with a client.

See your own process in Unomia

We show the six steps with a case from your own practice area.

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