VAELTRIX LEGAL · OUR LEGAL OPERATIONS PLATFORM

From first inquiry
to final invoice.

Vaeltrix Legal brings intake, conflict screening, matters, documents, client review, signatures, deadlines, time, billing, and collections into one governed workspace for solo and smaller firms.

Create your firm See the workflow
  • 14-day trial
  • Isolated firm workspace
  • Flexible billing connections
Vaeltrix LEGALToday · Firm overview
New inquiries6
Active matters18
Unbilled$8,420

Work needing attention

Maya Chen intakeConflict screen ready
Purchase agreement redlineHigh priority · Oct 10
Engagement agreementViewed · awaiting signature

THE CLIENT-TO-CASH WORKFLOW

One record follows the work from inquiry through collection.

Each stage builds on the information already captured, reducing handoffs and repeated entry.
01

Qualify

Capture the inquiry, matter summary, contact details, source, and related parties.

02

Screen

Check prospective and adverse-party names against the firm’s existing matters.

03

Open

Convert a cleared intake into an active, numbered matter without re-entering the client.

04

Work

Manage documents, templates, signatures, tasks, deadlines, time, and client review.

05

Bill

See unbilled work, prepare invoices, track balances, and connect the firm’s payment stack.

WHAT VAELTRIX LEGAL BRINGS TO THE FIRM

The daily operating tools your legal team needs in one place.

Built around the practical flow of accepting, working, communicating, and billing a matter.

Intake and conflict screening

Capture prospective clients and related parties, screen names against existing matters, and control conversion into a retained file.

Matter command center

Keep the client, responsible attorney, status, deadline, documents, time, and financial position connected to each matter.

Document automation

Generate firm documents from approved templates and merge matter, client, attorney, and file information into the draft.

Review and signature workflows

Send focused client links for document review or electronic signature and preserve sent, viewed, and completed events.

Tasks and deadlines

Create matter-linked tasks, flag high-priority work, assign due dates and times, and record completion.

Time and billing

Capture billable work against the matter, monitor unbilled value, and keep invoice status visible to the firm.

Secure client access

Share only the selected document and matter context through expiring links that the firm can revoke.

Flexible collections

Choose an open billing engine and connect the payment service that fits the firm’s operating model.

Governed firm boundaries

Each firm receives an isolated tenant with identity-bound access and tenant-scoped application queries.

BUILT FOR SMALLER FIRMS

More control without enterprise software overhead.

Give attorneys and staff a clear operating rhythm while giving clients a focused, professional experience.

One connected workflow

Replace separate intake, file, task, signature, and billing trackers with a shared operating view.

Controlled client access

Give clients a focused experience without exposing the firm dashboard or another client’s matter.

Clearer financial visibility

See time, unbilled value, invoices, overdue balances, and payment configuration alongside the work.

CLIENT EXPERIENCE

A secure front door for document review and signatures.

Create a focused client link for one document and its matter context. Links use high-entropy tokens, expire automatically, and can be revoked by the firm. Signature events record when a request was sent, viewed, and completed.Explore the client workflow
Protected client linkDocument-scoped access
MATTER26-0042 · Commercial Lease ReviewDOCUMENTEngagement AgreementSTATUSReady for signature

OPEN BILLING ARCHITECTURE

Your practice platform should fit your payment strategy.

Use Lago or Kill Bill for recurring billing, Hyperswitch for payment orchestration, or connect a supported processor directly. Each firm chooses its setup while provider secrets remain outside the application database.Configure your stack
01BillingLago · Kill Bill · External
02PaymentsHyperswitch · Stripe · Adyen · GoCardless · LawPay
03CollectionsHosted checkout · ACH · Card · Offline

GOVERNED BY DESIGN

Firm boundaries are part of the architecture.

Vaeltrix Legal resolves each signed-in user to a firm tenant before firm records are queried. Matter, intake, document, signature, portal, task, time, invoice, subscription, and payment-configuration records are scoped to that tenant.
Tenant-scoped data accessIdentity-bound firm membershipExpiring and revocable client linksHashed portal-link tokensSignature event historyProvider secrets kept outside app records

MONTHLY SAAS PRICING

Start with the firm you have. Scale as it grows.

Simple per-user pricing with a 14-day trial.

Solo

For the independent attorney

$39 / user / monthStart free trial
  • 1 user
  • Intake and conflict screening
  • Matters, documents, and tasks
  • Time tracking and invoicing

Complete

For firms ready to automate

$99 / user / monthStart free trial
  • Everything in Firm
  • Document automation
  • Advanced reporting
  • Priority onboarding

VAELTRIX LEGAL

Bring the firm’s work into one governed flow.

Create your isolated firm workspace and begin with intake, matters, documents, tasks, signatures, time, and billing.Open Vaeltrix Legal

PART OF VAELTRIX

Three platforms. One company.

Purpose-built technology, backed by practitioner-led advisory and managed risk services.