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ERP ATLASAPPNEURALOperationsP2Reference
Law Firms ERP
A legal practice that accepts instructed matters, controls conflicts and deadlines, develops reviewed legal work, and tracks hearing or transaction outcomes through closure.
Micro-ERP configurations7
Conditional common pool configurations23
LifecycleReference
ERP composition
Micro-ERPs in this ERP 30
Explore every Micro-ERP linked to Law Firms ERP. Open a record to see its applications and extensions.
Micro-ERP
Contract Management MicroERP
Controlled agreement and obligation/renewal record
Micro-ERPCustomer & Opportunity Management MicroERP
Qualified customer/opportunity and documented sales handover
Micro-ERPField Service Management MicroERP
Accepted mobile job and reconciled service obligation
Micro-ERPHelpdesk & Support MicroERP
Resolved case or controlled warranty/remedy outcome
Micro-ERPLegal Matter Management MicroERP
Controlled matter file and authorized outcome
Micro-ERPProject Management MicroERP
Accepted deliverables and reconciled engagement
About this erp
Purpose and scope
A legal practice that accepts instructed matters, controls conflicts and deadlines, develops reviewed legal work, and tracks hearing or transaction outcomes through closure.
- Source
- reviewed-functional-microerps
- Source version
- reviewed-functional-microerps-2026-11-03
- Readiness
- Reviewed scope definition. Application implementation, migration and live availability are not verified by this catalogue import.
- Operating model
- A legal practice that accepts instructed matters, controls conflicts and deadlines, develops reviewed legal work, and tracks hearing or transaction outcomes through closure.
- Feature modules
- 50
- Primary workflow
- Compose canonical functional MicroERPs; preserve each module operating trigger.
- Dependencies
- Shared Platform and applicable functional MicroERPs
- Enablement
- Apply each source operating trigger and user permissions; list membership is not automatic enablement.
- Direct functional MicroERPs
- 7
- Conditional common-pool MicroERPs
- 23
- Source assignments
- [{"key": "legal-matter-intake", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M001", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-conflict-checks", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M002", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-engagement-scope", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M003", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-party-relationships", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M004", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-matter-strategy", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M005", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-court-docket", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M006", "necessity": "Conditional", "appliesWhen": "The practice handles litigation or proceedings before a court or tribunal.", "functionalProduct": "legal-matter-management"}, {"key": "legal-hearing-calendar", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M007", "necessity": "Conditional", "appliesWhen": "Matters require hearings or formal appearances.", "functionalProduct": "legal-matter-management"}, {"key": "legal-deadlines", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M008", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-pleadings-drafting", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M009", "necessity": "Conditional", "appliesWhen": "The matter requires pleadings, petitions or formal written submissions.", "functionalProduct": "legal-matter-management"}, {"key": "legal-filing-coordination", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M010", "necessity": "Conditional", "appliesWhen": "The practice files documents with courts, authorities or other formal recipients.", "functionalProduct": "legal-matter-management"}, {"key": "legal-service-process", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M011", "necessity": "Conditional", "appliesWhen": "The matter involves formal service or delivery of legal documents.", "functionalProduct": "legal-matter-management"}, {"key": "legal-evidence-register", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M012", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-document-review", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M013", "necessity": "Conditional", "appliesWhen": "The matter requires organized document review or discovery work.", "functionalProduct": "legal-matter-management"}, {"key": "legal-privilege-review", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M014", "necessity": "Conditional", "appliesWhen": "The matter includes privilege, confidentiality or disclosure-review obligations.", "functionalProduct": "legal-matter-management"}, {"key": "legal-chronologies", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M015", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-research-briefs", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M016", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-witness-coordination", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M017", "necessity": "Conditional", "appliesWhen": "The matter involves witness evidence or testimony.", "functionalProduct": "legal-matter-management"}, {"key": "legal-expert-engagements", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M018", "necessity": "Conditional", "appliesWhen": "The matter requires expert evidence or specialist reports.", "functionalProduct": "legal-matter-management"}, {"key": "legal-counsel-briefs", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M019", "necessity": "Conditional", "appliesWhen": "The firm instructs external advocates or specialist counsel.", "functionalProduct": "legal-matter-management"}, {"key": "legal-exhibit-bundles", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M020", "necessity": "Conditional", "appliesWhen": "The matter requires formal exhibit, court or hearing bundles.", "functionalProduct": "legal-matter-management"}, {"key": "legal-client-instructions", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M021", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-matter-time-cost", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M022", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-client-funds", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M023", "necessity": "Conditional", "appliesWhen": "The firm is authorized to hold or administer client funds for the engagement.", "functionalProduct": "legal-matter-management"}, {"key": "legal-settlement-negotiations", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M024", "necessity": "Conditional", "appliesWhen": "The matter includes settlement negotiations.", "functionalProduct": "legal-matter-management"}, {"key": "legal-settlement-performance", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M025", "necessity": "Conditional", "appliesWhen": "A concluded settlement creates future obligations to monitor.", "functionalProduct": "legal-matter-management"}, {"key": "legal-orders-outcomes", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M026", "necessity": "Conditional", "appliesWhen": "The matter produces formal orders, awards or administrative decisions.", "functionalProduct": "legal-matter-management"}, {"key": "legal-appeal-review", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M027", "necessity": "Conditional", "appliesWhen": "A matter outcome may require appeal or further proceedings.", "functionalProduct": "legal-matter-management"}, {"key": "legal-contract-drafting", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M028", "necessity": "Conditional", "appliesWhen": "The practice provides transactional contract drafting or review.", "functionalProduct": "contract-management"}, {"key": "legal-due-diligence", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M029", "necessity": "Conditional", "appliesWhen": "The practice provides legal due diligence for transactions.", "functionalProduct": "legal-matter-management"}, {"key": "legal-transaction-closing", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M030", "necessity": "Conditional", "appliesWhen": "The firm handles corporate, property or other transactional closings.", "functionalProduct": "legal-matter-management"}, {"key": "legal-legal-holds", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M031", "necessity": "Conditional", "appliesWhen": "The matter requires formal document or evidence preservation instructions.", "functionalProduct": "legal-matter-management"}, {"key": "legal-matter-closure", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M032", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-withdrawal-transfer", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M033", "necessity": "Conditional", "appliesWhen": "The firm withdraws from or transfers an active matter.", "functionalProduct": "legal-matter-management"}, {"key": "legal-precedent-library", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M034", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "legal-matter-management"}, {"key": "legal-court-rule-packs", "owner": "legal-and-contracts", "assignmentId": "ERP-40-M035", "necessity": "Conditional", "appliesWhen": "The practice configures recurring procedural workflows for multiple forums.", "functionalProduct": "legal-matter-management"}, {"key": "commercial-feasibility-review", "owner": "crm-and-customers", "assignmentId": "ERP-40-M036", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "quotation-estimating", "owner": "sales-and-billing", "assignmentId": "ERP-40-M037", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "quotation-management"}, {"key": "customer-work-portal", "owner": "project-management", "assignmentId": "ERP-40-M038", "necessity": "Conditional", "appliesWhen": "Customers need a self-service view of active orders, projects or service work.", "functionalProduct": "project-management"}, {"key": "customer-complaints", "owner": "service-operations", "assignmentId": "ERP-40-M039", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "helpdesk-and-support"}, {"key": "industry-data-bridge", "owner": "shared-platform", "assignmentId": "ERP-40-M040", "necessity": "Conditional", "appliesWhen": "The deployment connects to customer, vendor, device or specialist software systems.", "functionalProduct": "shared-platform"}, {"key": "partner-work-referrals", "owner": "crm-and-customers", "assignmentId": "ERP-40-M041", "necessity": "Conditional", "appliesWhen": "The business uses subcontracted referrals or a partner delivery network.", "functionalProduct": "customer-and-opportunity-management"}, {"key": "service-renewals", "owner": "service-operations", "assignmentId": "ERP-40-M042", "necessity": "Conditional", "appliesWhen": "The business sells renewable service or support agreements.", "functionalProduct": "field-service-management"}, {"key": "change-request-control", "owner": "project-management", "assignmentId": "ERP-40-M043", "necessity": "Core", "appliesWhen": "Applies to the stated reference model for Law Firms.", "functionalProduct": "project-management"}, {"key": "project-resource-booking", "owner": "project-management", "assignmentId": "ERP-40-M044", "necessity": "Conditional", "appliesWhen": "A matter needs coordinated bookings of several lawyers specialists or external counsel.", "functionalProduct": "project-management"}, {"key": "project-budget-control", "owner": "project-management", "assignmentId": "ERP-40-M045", "necessity": "Conditional", "appliesWhen": "The client engagement has an approved matter budget or fee cap requiring a forecast to completion.", "functionalProduct": "project-management"}, {"key": "milestone-acceptance", "owner": "project-management", "assignmentId": "ERP-40-M046", "necessity": "Conditional", "appliesWhen": "The engagement terms link fees to accepted transaction stages or agreed deliverables.", "functionalProduct": "project-management"}, {"key": "client-retainer-utilization", "owner": "project-management", "assignmentId": "ERP-40-M047", "necessity": "Conditional", "appliesWhen": "The client purchases a recurring service allowance or capacity retainer.", "functionalProduct": "project-management"}, {"key": "pass-through-cost-control", "owner": "project-management", "assignmentId": "ERP-40-M048", "necessity": "Conditional", "appliesWhen": "External counsel experts filing charges or other matter disbursements are recoverable from the client.", "functionalProduct": "project-management"}, {"key": "project-commercial-disputes", "owner": "project-management", "assignmentId": "ERP-40-M049", "necessity": "Conditional", "appliesWhen": "A client disputes the scope acceptance or amount of a legal-service charge.", "functionalProduct": "project-management"}, {"key": "delivery-capacity-forecast", "owner": "project-management", "assignmentId": "ERP-40-M050", "necessity": "Advanced", "appliesWhen": "Multiple concurrent projects require forward capacity and scenario planning.", "functionalProduct": "project-management"}]
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