Practice & matter management software for law firms
Onboard clients compliantly, run matters to a consistent process, capture every billable hour and invoice without friction—all in one secure platform.
Compliant onboarding, structured matters, clean billing
Legal work demands rigorous client due diligence and tight time capture. ZenWorkflow keeps onboarding, matters and billing organised and defensible.
Compliant client onboarding
Run KYC, PEP and sanctions checks and risk assessments at onboarding, with documents and a full audit trail kept against the client.
Matters run to a process
Drive each matter through consistent stages with assigned owners, so nothing is missed and status is always clear.
Capture every billable hour
Log time against matters as work happens to protect realisation and make billing painless.
Invoice without the friction
Convert recorded time into invoices and keep a clear view of what is billed and outstanding.
Client due diligence, done properly
Capture identity verification, PEP and sanctions screening and risk assessments as part of onboarding, with document expiry tracking and a complete history kept against each client.
From matter to invoice
Run matters through structured workflows with clear ownership and status, capture billable time as you go, and turn it straight into invoices so revenue is never left on the table.
A complete, secure client record
Hold each client’s details, contacts, related parties, documents and matter history in one secure place, with custom fields for anything specific to your practice.
Keep matter documents and evidence together
Store every matter’s documents and records against the client, so the right file is always one click away and your due-diligence evidence stays organised and defensible.
One secure platform for the whole firm
Onboarding, AML, matters, time and billing in a single place. Explore the full feature set.
Workflows & templates
Standardise and automate every recurring engagement with reusable templates.
Client management
Contacts, directors, shareholders, company history and documents in one record.
Time tracking
Capture billable hours against clients, services and jobs with approvals.
Billing & invoicing
Turn time and fees into invoices, estimates and credit notes in seconds.
AML/KYC compliance
PEP and sanctions screening, risk assessments and full audit trails.
Leave management
Requests, approvals, balances and a shared team leave calendar.
Up and running in three simple steps
No long onboarding. Bring your practice into ZenWorkflow and start working the same day.
Import your data
Bring your clients, contacts and company data across from spreadsheets or your old system in minutes.
Build your workflows
Turn your services into reusable templates, assign your team, and let deadlines and recurring work run automatically.
Track time & get paid
Log billable hours against every job, convert them into invoices in one click, and see what's billed and outstanding.
Law firms — frequently asked questions
Common questions from legal practices evaluating ZenWorkflow.
Does ZenWorkflow handle AML and client due diligence?
Can I manage matters as structured workflows?
Can I capture billable time against matters?
Is client data kept securely?
Can I track billable time and bill from it?
Can I standardise how matters are run?
Where are matter documents stored?
Can I control who accesses a matter?
Can I see the status of every matter?
Run your firm on one secure platform
See how legal practices onboard compliantly, run matters and bill—without the friction.
No credit card required. Free 14-day trial.