Legal
Matter management, client intake, compliance workflows, and document governance, governed, AI-assisted, and audit-ready.
What legal firms and in-house teams face today
Scattered matter information
Client files, correspondence, contracts, and court dates spread across email, shared drives, and practice management systems: no unified matter view.
AI adoption with professional obligations
AI can accelerate document review and research, but ethical obligations, privilege, and confidentiality require governed integration.
Manual compliance burden
Teams spend hours on conflict checks, trust account reconciliation, regulatory reporting, and CPD tracking: time taken from client work.
Regulatory & professional obligations
Law society rules, trust account regulations, anti-money laundering obligations, and professional conduct standards: compliance evidence must be traceable.
Across client and matter lifecycle
Client Intake & Onboarding
Engagement letters, conflict checks, identity verification, AML screening, and matter opening.
Matter Management
Task assignment, milestone tracking, deadline management, court date reminders, and matter closure.
Contract Lifecycle
Drafting, review, negotiation tracking, execution, and renewal management.
Compliance & Risk
Trust account compliance, AML/CTF obligations, regulatory reporting, and professional conduct reviews.
Document Review & Discovery
Document classification, privilege review, relevance scoring, and production management.
Complaint & Ethics
Client complaints, ethics investigations, disciplinary processes, and law society notifications.
Client intake, from enquiry to matter opening
Clients, intake staff, lawyers, and compliance, coordinated in one flow.
Who's involved, and how BPA connects them
Client
Enquiry · Documents
Intake
Screen · Engage
Lawyer
Accept · Scope
Operations
Matter · Trust account
Practice Management
Matters · billing · time recording
Identity & Screening
AML/CTF · conflict databases
Courts & Registries
Court filings · company searches
Contract review, from draft to execution
Business teams, lawyers, approvers, and counterparties, coordinated in one governed flow.
Who's involved, and how BPA connects them
Business
Request · Terms
Lawyer
Review · Negotiate
Approver
Sign-off · Authority
Counterparty
Negotiate · Execute
Document Management
Templates · versioning · storage
eSignature
DocuSign · Adobe Sign
ERP & Procurement
Purchase orders · vendor records
Built for the way legal actually works
Configuration, not code
Intake forms, matter workflows, and compliance rules are declarative configuration. Your team can read, change, and own them.
AI where it helps
Conflict screening, document review, clause analysis: AI assists at the steps that slow legal work down. Lawyers decide.
Audit-ready from day one
Every action, human and AI, is logged in a unified audit trail. Delivered by Norbrik, ISO 27001 certified. Privilege-aware data handling.
Configured to your practice, not a one-size-fits-all template
BPA adapts to your specific operations through declarative configuration: entities, forms, flows, and apps tailored to how your team works.
Entities
Clients, matters, contracts, parties, court dates, trust accounts, modelled to your practice.
Forms
Intake forms, conflict declarations, engagement letters, compliance checklists, configured to your needs.
Flows
Intake pathways, matter milestones, contract review chains, compliance gates, configured for your firm.
Lookup Data
Matter types, court jurisdictions, fee structures, compliance standards: reference data configured.
Apps
Matter dashboard, contract register, compliance tracker, trust account overview: screens for every role.
Security
Client data isolation, privilege protection, ethical wall controls: professional governance built in.