bolt AI-Powered Legal Practice Management

Your Practice,
Elevated by Intelligence.

IurisIQ is the modular case management portal built exclusively for small law offices — where AI amplifies your practice without ever compromising client confidentiality.

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Foundation

Built on Two Uncompromising Pillars

Every decision in IurisIQ traces back to these principles. Not marketing — architecture.

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01

Radical Customization

Every firm is different. IurisIQ starts with a rock-solid core and lets you build outward — snapping in purpose-built modules for the exact workflows your practice needs. It shapes itself to you.

  • check_circle Core portal ships with every deployment
  • check_circle Modular add-ons activate with a single switch
  • check_circle Bespoke modules built to your exact spec
  • check_circle Per-client branding and configuration
Core Portal Documents Tasks Invoicing AI Brain + Custom
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02

Uncompromising Security

Attorney-client privilege doesn't pause when you use AI — and with IurisIQ, it doesn't have to. Your clients' data never trains external models, never leaves your environment, and is protected at every layer.

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Tenant Isolation

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RBAC Enforced

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Encrypted at Rest

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Nightly Backups

Core Platform

Everything Included.
Nothing Negotiated.

Every IurisIQ deployment ships with the complete core — not a stripped base that charges extra for the essentials you actually need.

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Trust Accounting IOLTA

Full bar-compliant trust accounting in every deployment — no separate software, no add-on fee. Real-time ledger, three-way reconciliation, and bar-audit-ready reports.

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IOLTA Compliant Premium
Trust Accounting
  • →Real-time ledger with per-client sub-ledgers
  • →Three-way monthly reconciliation
  • →Firm buffer monitoring with amber/red alerts
  • →Stale check tracking & void/reversal workflow
  • →Printable signed reports — bar audit ready on demand
  • →CSV export for accountant or bar submission
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Conflict Check

Search prospective clients, opposing parties, and counsel across your entire matter history in under two seconds. Conflicts surface with clear explainability, and every check is logged for bar compliance.

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Client Portal

Clients log in to their own secure space — view their matter, upload documents, track progress. No phone tag.

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Document Vault

Secure storage with enterprise-grade malware scanning. Every file scanned before anyone can open it.

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Client & Matter Cards

Configurable matter schemas for any practice area. Never locked to a single specialty.

STANDOUT FEATURE
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Smart Reminder Engine

Trigger-based lifecycle reminders: "X days after Y event, remind staff to do Z." Runs on schedule automatically.

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Secure Login & RBAC

Staff and client auth with flexible, data-driven roles enforced at the database row level — not just the UI.

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Email Notifications

Instant alerts on uploads, activity, and deadlines. Staff and clients stay informed without you lifting a finger.

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Security & Backups

Nightly encrypted offsite backups with a tested restore runbook. Row-level tenant isolation. Sleep easy.

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Seamless Data Migration

You provide an export from your current system; we handle the mapping, clean-up, and import. Your records, matters, and documents arrive organized and ready — no rebuilding from scratch.

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Two-Factor Auth NEW

Required for attorneys and firm owners. A time-based code on every sign-in means a stolen password alone can never open the portal.

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NEW Premium
Two-Factor Authentication
  • →Works with Google Authenticator, Authy, 1Password, and more
  • →Owners and attorneys required; support staff and clients opt in
  • →One-time recovery codes for emergencies
  • →Self-service setup — scan a QR code, confirm 6 digits, done
  • →Meets state bar cybersecurity guidelines
  • →Supports cyber liability insurance compliance
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Attorney Color Coding

Visually tag matters to their assigned attorney. Scan the dashboard and know who owns what — instantly.

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Client-Driven Intake

Staff enters just a name, email, and case type — the portal sends the invite, and the client fills in the rest themselves. No more chasing intake forms.

Modularity

Grow Exactly as You Need

Start with the Core. Add capability when — and only when — your practice is ready. Every module plugs into your existing portal the day it's activated.

A — L PLUGINS
HIGH VALUE Premium
Secure Messaging

Threaded, searchable, documented communication between firm and clients. Encrypted in-portal messaging with a full audit trail.

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HIGH VALUE Premium
Secure messaging interface
Secure Messaging
  • →Threaded client conversations, searchable forever
  • →SMS and WhatsApp threading coming in v2
  • →Every message timestamped and audit-logged
  • →Replaces scattered texts and personal email
HIGH VALUE Premium
Client E-Signature

SHA-256 integrity and full audit trail. Legally sound, frictionless for clients, and documented forever.

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HIGH VALUE Premium
E-signature interface
Client E-Signature
  • →SHA-256 integrity hash per document, every time
  • →Full audit trail: who signed, when, from where
  • →Send, track, and store — all in one flow
  • →Legally sound in all 50 states
Automation Premium
Document Drafting

Generate documents from your firm's templates instantly. Less time drafting, more time practicing.

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Automation Premium
Document drafting interface
Document Drafting
  • →Build your template library once, reuse forever
  • →Auto-fills from matter and client data on file
  • →Retainer, demand letter, fee agreement — any format
  • →Send directly for e-signature in one click
AI-Powered
Coming Soon Premium
AI Brain

Private conversational AI to query firm documents, judge preferences, county policies, and institutional knowledge.

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AI-Powered Premium
AI Brain
In active development

"What's Judge Martinez's stance on continuances?"

  • →Ask questions in plain English, get firm-specific answers
  • →Trained on your documents, notes, and case history
  • →Accesses county policies and prior rulings on demand
  • →Single-tenant — your AI context is never shared
AI-Powered
Coming Soon Premium
AI Assistant

Your firm's AI paralegal, built into the portal. Ask questions, get summaries, and draft documents using the matters, deadlines, and files you already have — no copy-pasting into outside AI tools.

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AI-Powered Premium
AI Assistant
Coming soon

"Summarize everything that's happened on the Ramirez matter since March."

  • →Ask in plain English — answers come from your firm's own matters, tasks, files, and deadlines
  • →Summarize case files, extract key details, and draft first-pass documents in seconds
  • →Smart cost control: routine work runs on efficient AI, complex reasoning gets frontier-class AI — automatically
  • →Single-tenant and private — your data stays in your firm's own environment and is never used to train AI models
AI-Powered
Coming Soon Premium
Discovery Manager

Financial discovery, read and understood. Pulls the other side's entire production into your secure portal, reads every page, and tells you what you have, what's missing, and what they didn't disclose.

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AI-Powered Premium
Discovery Manager
In active development

"Which accounts received transfers over $10,000?"

  • →Builds a running inventory of every account found anywhere in the production
  • →Flags the months of statements that are missing — know exactly what to request next
  • →Cross-checks what was produced against the sworn disclosure and surfaces what doesn't add up
  • →Ask in plain English, get answers with the source document cited — all in your firm's walled-off workspace, with built-in cost tracking
Revenue Premium
Portal Invoicing

Pull unbilled entries from FreshBooks or QuickBooks, generate invoices with a payment link already embedded, and watch the trust ledger update when the client pays.

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Revenue Premium
Portal Invoicing

The bridge between your accounting software and your payment processor.

  • →Pulls unbilled time from FreshBooks or QuickBooks — no re-entry
  • →Select entries, click Generate — invoice created in your accounting system
  • →Payment link auto-fetched from your processor (Clover, Confido, and more)
  • →Client pays → webhook fires → trust ledger updates automatically
Analytics Premium
CEO Dashboard

Bespoke KPI dashboard integrating Stripe, QuickBooks, calendars, and payroll data in one view.

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Analytics Premium
CEO dashboard
CEO Dashboard
  • →Live KPIs: revenue, caseload, and open matters
  • →Integrates Stripe, QuickBooks, calendars, and payroll
  • →Built to your firm's specific metrics, not a template
  • →Fully responsive from phone to 4K monitor
Productivity Premium
Calendar Integration

Hearings, deadlines, and appointments synced with the calendar your firm already uses. Supports iCal subscriptions.

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Productivity Premium
Calendar integration
Calendar Integration
  • →Syncs with Google Calendar and Outlook natively
  • →iCal subscription links for any calendar app
  • →Hearings, deadlines, and appointments in one view
  • →Matter-linked events auto-populated from case data
Client Service
Coming Soon Premium
Online Consult Booking

Let prospective clients book consultations directly from your website — no phone tag, no double-bookings. Clients pick an attorney, grab an open time slot, and the booking lands in your portal automatically.

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Client Service Premium
Online Consult Booking
Coming soon

You stay in control of your availability — clients only ever see times you're actually free.

  • →Mobile-friendly booking page you can link from your website with a copy-paste button snippet
  • →Real-time sync with Google Calendar or Outlook — no double-bookings, ever
  • →Set office hours, buffer time between consults, and booking windows per attorney
  • →Instant confirmations and reminder emails cut no-shows; manage, reschedule, and send payment links from the portal
Client Service Premium
Document Translation

Translate client documents directly in the portal. Spanish to English included; other languages on request.

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Client Service Premium
Document Translation

Language barriers shouldn't be intake barriers.

  • →Native Spanish ↔ English translation built in
  • →Translate intake forms, agreements, and letters in-portal
  • →AI-assisted, validated for legal terminology accuracy
  • →Additional languages scoped and delivered on request
Integration Premium
Cloud Storage Integration

Two-way sync between the portal and your firm's Dropbox or Google Drive. Every portal upload mirrors into your cloud, and files you add there flow back onto the matching client matter automatically.

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Integration Premium
Cloud Storage Integration

Work in the cloud your team already lives in — the portal stays the system of record.

  • →Every portal upload mirrors into Dropbox or Google Drive, folder structure intact
  • →Drop a file in the cloud and it auto-attaches to the matching client matter
  • →Synced-in files stay staff-only until you publish them — never client-facing by accident
  • →Dropbox and Google Drive today — OneDrive and more on the same engine
On Request Premium
Bespoke Modules

If the menu doesn't cover your workflow, we build it. Custom modules are scoped, designed, and delivered to your exact specification.

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On Request Premium
Build What You Need

We scope, design, and deliver custom modules to spec — built on the same platform, no new logins, no integrations.

  • →Describe the workflow — we architect the solution
  • →Scoped, priced, and confirmed in writing before we start
  • →Owned by your firm, maintained by ours
  • →Typical delivery within a single engagement sprint
Confidentiality First

Your Clients' Secrets Stay Yours.

Our AI architecture is designed from the ground up around one principle: your clients' information never leaves your controlled environment. Unlike generic AI tools, IurisIQ operates in an isolated, single-tenant deployment where the AI works with your data — and only for your firm.

01
Isolated Tenant Architecture

Your firm's database, storage, and AI context are completely separated from any other client. There is no shared pool — ever.

02
AI That Doesn't Learn From Your Data

Your documents serve as AI context. They are never used to retrain or improve any external model. Your knowledge stays yours.

03
Database-Enforced Access Control

Role permissions are enforced at the database row level. Even a misconfigured UI can't expose data it shouldn't see.

04
Malware Scanning on Every Upload

Every file — from clients or staff — is scanned by a commercial antivirus engine before it's visible. Infected files are deleted automatically.

05
Nightly Encrypted Backups

Your data is backed up nightly to encrypted offsite storage with a tested, documented restore procedure. We've run the drill.

06
Two-Factor Authentication

Attorneys and firm owners are required to enroll in TOTP-based 2FA — a time-based code from their authenticator app, every sign-in. Support staff can opt in; client portal access can be enabled as well. A stolen password alone can never open the portal.

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Client Privilege
Protected

ISOLATED TENANTS
ZERO DATA LEAK
RBAC ENFORCED
ENCRYPTED BACKUPS
Getting Started

Up and Running in Three Steps

01

Discovery Conversation

We learn your practice, your workflows, and your friction points. No canned demo — a real conversation about what actually slows you down.

02

Core Deployment

Your isolated portal is configured, branded, and delivered. Staff and clients get access. The full core is live and running.

03

Grow by Module

As your needs evolve, new modules are activated or built to spec. Your portal grows with your practice, on your timeline.

Ready to Begin?

Let's Talk About Your Practice

IurisIQ is deployed for law firms by a team that has built it from the ground up — not a vendor licensing a generic platform. Schedule a conversation and let's find out if it's the right fit.

  • lock Private. Isolated. Purpose-built for law.
  • view_quilt Modular — start with what you need.
  • speed Delivered fast.

No sales pressure. A real conversation about your practice.