Software  /  Law and accounting firms

Practice management platform

Matters, time tracking, billing, deadlines and a client portal in one platform, under your firm’s brand.

Talk about this platform See the screens
Try your brand colour
Sample data · interactive demo
app.codema.ai/time

Time tracking

Week of Oct 12 · Priya Nair
Search…
Timesheet
+ Log time
AM
01:24:16Running · Harbour Ltd v. Example Corp · Drafting

This week

Billable19.5 hrs
Target32 hrs
Utilization61%

Calendar

09
11
13
15
17
Mon7.4 hrs
Harbour · research
Lund estate
Harbour · call
Tue6.9 hrs
Harbour · drafting
Wed5.2 hrs
Admin
Harbour · drafting
Thu—
Fri—
MatterActivityHoursRateValue
Harbour Ltd v. Example CorpDrafting statement of claim2.5$320$800
Lund estateReview will and assets1.0$280$280
Sample Co. year-endReconcile accounts2.0$180$360
Harbour Ltd v. Example CorpClient call0.8$320$256

Click around: move a matter to review, clear a conflict check, record a payment, or open the client portal. Screens with a lock are shown in a live demo.

Inside the platform

Every screen, your brand

A complete platform for law firms and accounting practices. Pre-built, customized to your practice, branded as yours and owned by you. Names and figures below are fictional sample data.

Try your brand colour
01 / 05

Time tracking

Running timers, a weekly calendar and billable entries.

  • One-click timers per matter
  • Billable utilization
  • Entries ready to invoice
Sample data
app.codema.ai/time

Time tracking

Week of Oct 12 · Priya Nair
Search…
Timesheet
+ Log time
AM
01:24:16Running · Harbour Ltd v. Example Corp · Drafting

This week

Billable19.5 hrs
Target32 hrs
Utilization61%

Calendar

09
11
13
15
17
Mon7.4 hrs
Harbour · research
Lund estate
Harbour · call
Tue6.9 hrs
Harbour · drafting
Wed5.2 hrs
Admin
Harbour · drafting
Thu—
Fri—
MatterActivityHoursRateValue
Harbour Ltd v. Example CorpDrafting statement of claim2.5$320$800
Lund estateReview will and assets1.0$280$280
Sample Co. year-endReconcile accounts2.0$180$360
Harbour Ltd v. Example CorpClient call0.8$320$256
02 / 05

Matter view

Budget, key dates, activity and tasks for each matter.

  • Budget used
  • Court and filing dates
  • Activity and tasks
Sample data
app.codema.ai/matters/m-118

Harbour Ltd v. Example Corp

Matter M-2026-118 · Litigation
Search…
Documents
+ Task
AM

Matter

ClientHarbour Ltd
ResponsiblePriya Nair
BillingHourly · $320
OpenedAug 4
Budget used$16,800 of $40,000
Key dates
!
File defence reply
Oct 23 · court deadline
10 days
D
Disclosure
Nov 20
H
Case management hearing
Jan 14
Scheduled

Activity

Statement of claim draftedPriya · 2.5 hrs
Client callPriya · 0.8 hrs
Evidence bundle uploaded14 documents

Tasks

Review counsel opinionOct 20
Prepare witness listOct 28
Send engagement updateDone
03 / 05

Billing and WIP

Unbilled time, invoices and trust balances.

  • Work in progress by client
  • Trust balances
  • Invoice in bulk
Sample data
app.codema.ai/billing

Billing

Unbilled time, invoices and trust
Search…
Trust ledger
Create invoices
AM
Unbilled WIP
$84,600
Across 41 matters
Invoiced this month
$126,300
+9%
Collected
$98,200
78%
Overdue
$18,900
11 invoices
ClientMatterUnbilled hrsWIPTrust balanceAction
Harbour LtdLitigation · M-11852.5$16,800$10,000Invoice
Lund familyEstate · M-1218.0$2,240$5,000Invoice
Sample Co.Year-end accounts21.0$3,780—Invoice
Example CorpTax filing4.5$810—Below minimum
04 / 05

Deadlines

Court, filing and tax dates across every client.

  • Critical dates highlighted
  • Calendar sync
  • Reminders to the team
Sample data
app.codema.ai/deadlines

Deadlines

Court, filing and tax dates · next 30 days
Search…
Sync calendar
+ Deadline
AM
Mon19
Tue20
Wed21
Thu22
Fri23
Morning
Counsel opinionHarbour · M-118
Defence replyCourt · Harbour
Afternoon
Quarterly GST/HSTSample Co.
Probate filingLund estate
Client meetingExample Corp
Payroll filingDemo Ltd

Upcoming

23
Defence reply
Harbour · court deadline
Critical
31
Corporate tax return
Sample Co. · filing
15
Financial statements
Demo Ltd · Nov 15
On track
05 / 05

Client portal

Clients follow their matter, sign and upload documents.

  • Matter progress
  • Document signing and uploads
  • Invoices and payments
Sample data

Client portal

Harbour Ltd

Your matter

Litigation
ProgressDisclosure stage
PN
Priya Nair
Your lawyer
Message

Documents to sign

PDF
Witness statement
Please review and sign

Invoices

$
INV-2291
$4,800 · due Nov 1
Pay
Powered by codema.

Upload documents

For your accountant

Requested

Year-end
Bank statements, 12 monthsUploaded
Receipts over $500Uploaded
Payroll summaryNeeded
+ UploadPDF, photos or spreadsheets
Powered by codema.

Features

What it handles

Typical modules for a practice management platform. Every feature can be adapted to your business.
Example features

Matters

  • Matter records
  • Budgets
  • Conflict checks

Time

  • Timers
  • Timesheets
  • Utilization

Billing

  • Invoices from time
  • Trust accounting
  • Fixed-fee work

Documents

  • Document storage
  • Templates
  • E-signature

Deadlines

  • Court and tax dates
  • Calendar sync
  • Reminders

Clients

  • Client portal
  • Secure messaging
  • Document requests

Client journey

From intake to closed file

Every step your clients take runs through your platform, under your brand.

01

Intake

Start properly.

  • Online intake form
  • Conflict check
  • Engagement letter e-signed
02

Work

Stay informed.

  • Secure document upload
  • Task lists for clients
  • Deadline tracking
03

Bill

Clear invoices.

  • Time and flat fees
  • Trust and retainers
  • Pay online
04

Close

Wrap up cleanly.

  • Final documents in the portal
  • Closing letter
  • Next year’s reminders

Brand it yourself

See it with your brand

Upload your logo, type your name and pick your colour. The dashboard and client portal update live, and the demo above uses your brand too.

Your brand

Logo
No logo yet

PNG, JPG or SVG. Your logo is read in your browser and never uploaded. It is saved only on this device.

Brand colour

Button text switches to white automatically for readability.

Theme

Like it? Let’s launch yours

Talk about your platform

Integrations

Connects to what you use

Typical integration categories. We connect the providers you already work with.

Payments

Cards, pre-authorized debit and payouts.

E-signature

Engagement letters and forms.

Document storage

Secure client files.

Accounting

Export to your accounting software.

Make it yours

Customize. Brand. Launch

The practice management platform is pre-built. We shape it around your business and launch it under your name.

01

Customize

We adapt features, workflows and screens to the way your business runs.

02

Brand

Your logo, colours and domain throughout, for your staff and your customers.

03

Launch

Your platform goes live as yours, hosted by you or by us.

Speed to launch

Launch in 2 weeks

A typical plan for a standard setup. Custom features or large data migrations can add time, and we’ll tell you upfront.

  1. Days 1–2

    Kickoff and brand

    We confirm your workflows, then apply your logo, colours and domain.

  2. Days 3–6

    Configure

    Services, pricing, staff roles, forms and notifications set up for how you work.

  3. Days 7–9

    Data import

    Clients, records and schedules brought over from your spreadsheets or current system.

  4. Days 10–12

    Training

    Short sessions with your team, plus a test run before anything goes live.

  5. Day 14

    Launch

    You go live on your own brand, with us on hand for the first weeks.

Cost calculator

Own it vs rent it

Compare per-user software fees with one flat monthly licence. Change the numbers to match your team.

Over
Per-user software$0
Codema Example price$0
Difference$0

Codema figure uses an example licence of $500 per month for illustration only, not a quote. Setup, hosting choices and custom work are discussed on a call.

Book a call Get real pricing

Built for Canadian businesses

Practice management software for Canadian law and accounting firms

Firms run on clients, matters or engagements, time tracking and billing. Codema provides a practice platform under your firm’s name, with a client portal and data held in a database you own.

See all platforms · Why own your software

Frequently asked questions

Can we track time and bill by matter?

Yes. Time and expenses are logged against matters and billed on your terms.

Can clients share documents securely?

Yes. The client portal handles document requests and uploads per matter.

Does it handle trust accounting?

Trust requirements vary by regulator; we review your obligations before configuring any trust features.

Do we own the software?

Yes. You own the code and the database. You can host it yourself or have us host it.

How long does setup take?

A standard setup typically takes about two weeks, from kickoff to launch. Custom features can add time.

Founding clients

Be one of our first clients

We’re taking on a small group of founding clients. You get founding-client pricing and priority support, and a direct say in what we build next for your industry.

Book a call Ask about founding spots

Ownership and pricing

Yours to own. Simple to run

You own the code and the database. One monthly licence, no per-user fees, and your choice of hosting.

Pricing

One monthly licence.

A small monthly licensing fee compared to typical per-user SaaS. No per-user fees as your team and customers grow.

  • You own the code and database
  • No per-user or per-seat fees
  • Predictable as you grow
Ask for pricing
Option 1

Host it yourself

Run the platform on your own infrastructure, with full control over servers and data.

Option 2

We host it for you

We run it on Codema’s own database and servers, with different hosting options to suit you.

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Launch your practice management platform

Tell us about your business and we’ll show you the practice management platform.

Talk about this platform