Industries
Manage matters and client operations for professional firms
Orkestra runs matters, client intake, document collection, approvals, and billing for law firms and professional-services businesses.
Workflow live run
Claim Approval v4
Record submitted
Document review
Manager approval
Settlement release
The problem
Common challenges in legal & professional services
- •Client intake and documents across email
- •Matters tracked in spreadsheets
- •Billing disconnected from the work
How Orkestra maps
What legal & professional services teams run on Orkestra
Client intake
Structured intake for clients and matters.
Matter tracking
Track matters through stages with ownership.
Document collection
Collect and verify documents against each matter.
Billing
Invoicing tied to the matter and client.
Common workflows
Processes you can model on day one
- Client and matter intake
- Document collection
- Matter progress and approvals
- Billing and invoicing
FAQ
Legal & professional services: frequently asked questions
- Can we track matters end to end?
- Matters move through stages with clear ownership, documents, and history.
- Does Orkestra handle billing?
- Invoicing is built in and can be tied to the matter and client.
- Is client data access-controlled?
- Role-based access and row-level security keep client data scoped to the right people.
Enterprise ready
See Orkestra against your real workflows.
Bring one process, one form, and one approval path. We will map the operating model and show how the platform fits.