The Practa document center — rich text editing, AI drafting, templates, and multi-format export.
Practa is built from the ground up for modern law firms. Here's a complete look at every capability — from your first client intake to your final trust account reconciliation.
The Practa document center — rich text editing, AI drafting, templates, and multi-format export.
Run your entire practice from a single, organized hub
Live KPIs for active matters, unbilled hours, trust balances, open invoices, and task completion — all in one command center view.
Full lifecycle tracking from intake to close. Link documents, time entries, invoices, tasks, and communications to each matter automatically.
Visual kanban-style intake pipeline. Track prospects from first contact through signed engagement letter with status tagging and notes.
Full-featured calendar with event creation, court dates, depositions, deadlines, and reminders. Sync across your entire team.
Assign tasks to team members, set due dates, add priorities, link to matters, and track completion status across the entire firm.
Instantly screen for conflicts across all clients, matters, opposing counsel, and related entities. Run searches before every new engagement.
Set SOL dates per matter. Receive multi-stage alerts (60/30/14/7/1 day warnings) so deadlines are never missed.
Six distinct roles: Super Admin, Admin, Attorney, Paralegal, Staff, and Client. Fine-grained permissions on every module and record.
Every action taken in the system is logged with timestamp, user, IP address, and entity — fully immutable for compliance and discovery.
Draft, store, manage, and send legal documents without leaving Practa
A full word-processor-style editor inside your browser. Formatting toolbar, headings, tables, bullet lists, numbered lists, and more.
Pre-built templates for Engagement Letters, Demand Letters, NDAs, Contracts, Retainer Agreements, and more. Add your own firm templates.
Insert client name, address, matter details, case number, and attorney info into any template with a single click. No copy-pasting.
Export any document to DOCX, ODT, PDF, XLSX, or ODS using a built-in LibreOffice conversion engine. Professional formatting preserved every time.
Every document revision is stored with author, timestamp, and change summary. Restore any prior version with one click.
Upload PDFs (rendered inline), images, video, audio, and Office documents. Preview without downloading — stored securely in MinIO object storage.
Extract text from scanned PDFs and image files using Tesseract and PyPDF2. Searchable, copyable text from any scan in seconds.
For handwritten notes and complex scanned documents, use AI vision models (Claude, GPT-4o, Gemini) to extract text with human-level accuracy.
Email any document directly from Practa with a custom message. Track delivery and opens. No switching to a separate email client.
Mail any document via the United States Postal Service directly from your browser using Lob.com. Certified mail tracking included. No printer required.
A full Excel-compatible spreadsheet editor inside Practa. Build settlement calculators, damage spreadsheets, and financial models — all linked to matters.
All files stored in managed MinIO object storage. S3-compatible, encrypted, and completely under your control.
Legal-specific diagrams built in — no third-party tools needed
Practa includes a full draw.io-powered diagram editor with legal-specific templates. Create floor plans for premises liability cases, reconstruct traffic accident scenes, map out org charts, and build process flowcharts — all stored alongside your client files as first-class documents.
Pre-built road symbols, vehicle shapes, and directional markers. Recreate accident scenes for personal injury and insurance matters with precision.
Room shapes, walls, and architectural elements for premises liability, real estate, and property dispute cases.
Visualize corporate structures for business litigation, map decision flows, and build process diagrams for compliance work.
Diagrams are matter documents — version-controlled, linked to the right client, and accessible from any device. Not scattered across personal desktops.
Choose from legal-specific diagram templates — floor plans, traffic accident scenes, org charts, flowcharts, and more.
The full draw.io diagram editor is embedded directly in Practa. No browser extensions, no account sign-ups, no external tabs — it just works.
Start from templates designed for legal work: traffic accident scenes, floor plans, org charts, process flowcharts, and timelines — not generic business diagrams.
Diagrams are stored as documents attached to the matter. Clients, attorneys, and paralegals can all access them through the same document workflow.
Every revision of a diagram is saved with author and timestamp. Review how a scene diagram evolved, or restore a prior version at any time.
Export any diagram as a high-resolution PNG or scalable SVG for court filings, slide decks, or sending to opposing counsel.
Stop paying for Lucidchart or Visio. Everything you need to visualize a case is built into the same platform you use every day.
Five AI providers, your keys, zero markup — the most flexible AI in legal tech
Practa connects directly to your personal API accounts. You pay OpenAI, Anthropic, Google, Groq, and Mistral directly — at their published rates. Practa adds zero markup. You choose which model handles each task.
Complete legal accounting including IOLTA trust ledger compliance
Matter-linked time entries with start/stop timer or manual entry. Track hourly, flat-fee, and contingency matters. View by attorney, matter, or date range.
Log expenses by category (filing fees, travel, expert witnesses, etc.) linked to matters. Mark billable or non-billable. Attach receipts.
Generate professional invoices from time and expense entries. Customize firm branding. Send via email or portal. Track paid / outstanding status.
Per-client trust sub-ledger, three-way reconciliation, and bar-compliant reporting. Know your trust position at all times. Protect your license.
Revenue by attorney, matter profitability, accounts receivable aging, collections summary, and trust account reports — export to PDF or spreadsheet.
Track retainer balances, apply fees against retainers automatically, and alert clients when replenishment is needed.
Enterprise-grade security built for attorney-client privilege
Complete data isolation between firms. Your firm's data is never mixed with another tenant's. Database-level separation enforced on every query.
TOTP-based 2FA for all users — staff and clients. Works with Google Authenticator, Authy, 1Password, and any standard TOTP app.
Stateless authentication with short-lived access tokens and secure refresh rotation. Tokens invalidated on logout and password changes.
Restrict platform access by country. Block logins from unauthorized geographic regions — essential for compliance-sensitive practices.
Powerful indexed search across matters, documents, clients, and notes — all processed on your server, never sent to third parties.
Enterprise plans include dedicated infrastructure options with data residency controls to meet compliance and regulatory requirements.
A secure, branded space your clients will actually use
Clients access their own portal under your subdomain. Your firm's name and branding — not Practa's. Professional from the first login.
Clients authenticate with email + TOTP two-factor authentication. Protects privileged communications even if a client's email is compromised.
Share specific documents with clients. They view and download files shared by the firm — nothing else is visible. Controlled and audited access.
Encrypted messaging between attorneys and clients inside the portal. Keeps privileged communications out of personal email inboxes.
Optionally show clients their matter status, upcoming events, and key dates — reducing "what's happening with my case?" calls by up to 70%.
Clients submit support requests through the portal. Staff respond via the Practa dashboard. AI can draft initial responses for staff review.
Real screenshots from inside Practa — the AI OCR button, built-in diagram editor, USPS mail integration, document audit trail, and more. These aren't mockups.
Every document in Practa has a full action toolbar. The AI OCR button sends the document to GPT-4o Vision, Claude, or Gemini to extract text from scanned or image-based PDFs — far beyond traditional OCR. The Mail (USPS) button sends it as a real physical letter via Lob.com without you ever touching a printer.
Every document change is logged — who edited it, when, and what changed. The History tab on each document shows the full version timeline with author attribution. Critical for malpractice defense, e-discovery, and bar compliance.
When you hit "New Document," Practa asks what kind you want: a full rich-text Document with AI drafting and legal templates, a Spreadsheet for damages tables, a Diagram for scene reconstruction, or an Upload to bring in an existing file with OCR processing.
The Practa document editor handles real .docx files in-browser — no Microsoft Word license needed. Full formatting toolbar, styles, tables, and headers. Use AI drafting to generate a contract, motion, or letter from a prompt, then export to DOCX, PDF, or ODT.
The full draw.io diagramming engine is embedded directly in Practa — no browser extensions, no third-party sign-ups. Start from legal-specific templates like traffic accident scene reconstruction, premises floor plans, org charts for business litigation, or process flowcharts for compliance work.
The Settings page is where Practa's integrations come alive. Configure your SMTP email, Twilio SMS, USPS mail via Lob.com, IMAP polling, AI provider and API key (choose from OpenAI, Anthropic, Google, Groq, or Mistral), and Microsoft OneDrive — all in one place.
Every feature ships in every plan — no tiers, no hidden upgrades. Contact us to get started.
