Legal Inventory

Case-Ready Inventory Management

Track files, supplies, and materials with matter-based cost allocation. Maximize cost recovery and keep every case moving forward.

99%
Material Availability
40%
Cost Recovery
60%
Admin Time Saved
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Firm Inventory
Main Office - Downtown
847
Active Files
3
Low Stock
INVENTORY CATEGORIES
Case Files
847
Letterhead
2,400
Office Supplies
Low
Legal pads running low
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CASE FILE LOCATION
Smith v. ABC Corporation
Matter #2024-4892
Active Litigation 15 boxes
Location File Room B, Shelf 12
Lead Attorney J. Williams
Trial Date Mar 15, 2025
Last Accessed Today, 2:30 PM
FILE CONTENTS
Pleadings 3 boxes
Discovery 8 boxes
Exhibits 4 boxes
Feature

Track Every File and Supply

From case files and exhibits to office supplies and equipment, maintain complete visibility across your entire firm.

Case File Tracking

Monitor physical files, exhibits, and discovery materials.

Office Supplies

Track letterhead, envelopes, and general office materials.

Reorder Alerts

Automatic notifications when supplies run low.

Multi-Office

View inventory across all firm locations.

Always Prepared

Never delay a case for missing materials or supplies.

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Supply Order
New
Matter Allocation
Smith v. ABC Corp • #2024-4892
Legal Pads (12 pk) $24.99
Exhibit Tabs (100 ct) $18.50
Redweld Folders (25 ct) $45.00
Total $88.49
Billable Disbursement ✓ Client recoverable
Approval: Practice Group Lead
MATTER BUDGET $2,340 / $5,000
Feature

Matter-Based Cost Allocation

Assign supply costs to client matters automatically. Approval workflows and vendor management ensure compliant procurement.

Auto-Replenishment

Automatic orders when stock hits minimum levels.

Vendor Management

Approved vendors and negotiated pricing.

Approval Workflows

Route orders through practice group leads.

Matter Allocation

Assign supply costs to specific client matters.

Maximize Recovery

Bill disbursements accurately to the right matters.

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Analytics
SPENDING BY PRACTICE GROUP
Litigation $12,450
Corporate $8,200
Real Estate $4,800
Trial Prep Forecast
3 trials scheduled next quarter
Smith v. ABC Corp ~$2,400
Johnson Matter ~$1,800
Recoverable Costs
$18,420
Feature

Analytics for Smarter Spending

Analyze usage by practice group, forecast trial preparation needs, and generate detailed disbursement reports for billing.

Usage Analytics

Track consumption by practice group and matter.

Trial Prep Forecasting

Predict materials needed for upcoming trials.

Cost Comparison

Compare spending across offices and vendors.

Disbursement Reports

Detailed reports for client billing.

Optimize Firm Spending

Identify savings opportunities across all categories.

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Integrations
Connected
PRACTICE MANAGEMENT
C
Clio
Matters synced
Billing System
Disbursements linked
FILE QR TRACKING
847 files tagged

Scan file labels to instantly locate physical case files and update chain of custody.

Confidentiality Controls
Role-based access • Audit logging
Feature

Secure Integration Across Offices

Connect with practice management systems, enable file tracking with QR codes, and maintain confidentiality with secure access controls.

Practice Mgmt Sync

Integrate with Clio, PracticePanther, and others.

File Scanning

QR codes for rapid physical file location.

Multi-Location

Coordinate inventory across firm offices.

Confidentiality

Secure tracking with role-based access controls.

Secure & Connected

Protect client confidentiality while streamlining operations.

Ready to Streamline Firm Operations?

Get started today.