VakeelFEATURES
15 feature areas, every one built for the whole matter lifecycle.
Case work, time, documents, filings, billing, legal accounts, compliance, AI drafting and client access, each with the specific capabilities your firm needs day to day, not just a marketing summary. Open any module for the full detail.
Cases and workspaces
A single view per matter: timeline, deadlines, documents, tasks and messages.
- A matter timeline that records every note, document and action
- Deadlines and reminders that keep hearings and limitation dates in view
- Tasks and checklists assigned across your team
- Saved views and filters for each caseload, with search across everything
- Secure notes and messages kept against the matter
- 33 UK practice areas out of the box, from Conveyancing and Crime to Court of Protection and Inquests28 Indian practice areas out of the box, from Civil and Criminal Litigation to NCLT, RERA and MACT
- The UK court hierarchy built in, from the Supreme Court to tribunalsThe Indian court hierarchy built in, from the Supreme Court to NCLT, DRT, Consumer Commissions and Lok Adalat
- UK terminology throughout: solicitor, matter reference, client care letterIndian terminology throughout: advocate, CNR number, vakalatnama, next date of hearing
- A mandatory conflict search before any client can be created
- Case access grants: give one user access to one matter without changing their role
- A contacts register per matter: opposing counsel, experts, courts and opponents
Time capture
Quick add, recent cases and adjustable durations, so time recording keeps up with the work.
- Quick add with your last 25 cases and instant typed search
- Adjustable durations, effective dates and descriptions
- Zebra striped, keyboard navigable lists with click to open detail
- Evidence and quick actions on each row without opening the record
- A full audit trail on every entry
- Six-minute unit recording from the web app, the timer, the Outlook add-in or the Word add-in
- Billable and non-billable split captured at entry and reported by fee-earner, matter and department
- Matter rate cards: hourly, fixed fee and VAT treatment per matterCase rate cards: hourly, per-appearance and fixed fee, with GST treatment per case, plus retainer and pro bono schemes
- WIP consolidated by fee-earner, matter or department, with a proper write-off workflow
- LAA activity codes at time entry: attendance, preparation, advocacy, travel and waiting, and moreLegal aid activity codes for Lok Adalat preparation and NALSA, SLSA and DLSA honorarium tracking
Documents and drafting
Generate Word and PDF from templates and keep every version tied to the matter.
- Generate Word and PDF documents from reusable templates
- Preview and download in the app, with no extra tools
- Version history and a full audit trail on every document
- Documents stored with metadata and served through authenticated endpoints
- Attach documents to filings and share selected files with clients
- A precedent library of 185 UK templates, organised by departmentA precedent library of 90 India-specific templates: plaints, writ petitions, bail applications, S.138 notices, vakalatnama and more
- Merge fields fill client, matter and financial data into templates automatically
- Semantic search across matters, documents and precedents, not just filenames
- Soft-delete recovery, bulk download and bulk move
- Edit in the built-in editor, Word Online or self-hosted OnlyOffice
HMCTS e-filinge-Courts filing
Prepare court ready submissions and store them against the matter, then review and file.
- Generate a court ready document from the matter in a click
- Store the prepared submission against the case for review
- Keep a clear record of what was prepared, by whom and when
- Attach the prepared file to your filing workflow
- Output shaped for HMCTS submissionsOutput shaped for e-Courts submissions
- Document validation and format checks before anything is submitted
- Court fee calculation and a complete submission bundle generated from the matter
- Status tracking through Prepared, Submitted, Accepted and Rejected
- Gateway support for HMCTS, CE-File and MCOL, configured per firmGateway support for eCourts e-Filing and NCLT, configured per firm
Billing and invoicing
Turn captured time into clean invoices and export to your accounts system.
- Build invoices from captured time in a few clicks
- Share secure payment links with clients
- Export to common accounts systems
- VAT handling on invoicesGST ready invoices
- Track what is billed, paid and outstanding
- A full invoice lifecycle: draft, issued, paid or void, with issued invoices immutable
- Fees and disbursements on the same bill, with per-line tax treatment
- Conditional Fee Agreements with success fee tracking, and inter-partes cost recoveryIndian billing schemes: per-appearance, lump sum, retainer, corporate retainer and pro bono
- Aged receivables and collection reporting
Client portal
Share selected documents, secure messages and invoices, with access you control.
- Share only the documents you choose, per client
- Secure messaging kept against the matter
- Clients can view invoices online, with online payment coming soon
- Role based access so you control who sees what
- Fewer inbound calls and less email chasing
- Passwordless magic-link login, so clients never wrestle a password
- A dashboard with matter overview, upcoming hearings, invoice summary and pending signaturesA dashboard with case overview, next date of hearing, invoice summary and pending signatures
- External share links, password-protected and time-limited, for people who do not need a portal login
- Reply tracking: client replies to notifications file automatically against the matter
Key dates and CPR deadlineseCourts and cause lists
CPR deadlines cascade automatically and every hearing lands in the firm diary.Track every CNR from eCourts, with cause lists and hearing reminders built in.
- CPR deadline automation: serving a claim form cascades the dependent dates under CPR 7.5, 10.3 and related ruleseCourts and NJDG integration: enter a CNR number and case stage, next hearing and order dates sync automatically
- Specialist rules built in, from the ICO 72-hour breach notification to construction adjudication timelinesCase status kept current from the court record: Registered, Pending, Decided
- Limitation date tracking with automatic reminders and configurable lead timesLimitation Act, 1963 calculator with article-based suggestions mapped to the case type
- A cause list view of upcoming and overdue hearings across the firm, exportable to PDF or CSVStatutory deadline rules for SARFAESI notices, NGT timelines and SAT appeal windows
- One firm-wide diary for hearings, appointments, deadlines, tasks and file reviewsThe day's cause list by date, court and judge, exportable to PDF or CSV for the board
SRA accounts and VATAccounts, GST and TDS
Segregated client ledgers, trial balance, VAT returns and reconciliation, built for the SRA Accounts Rules.Double-entry ledgers, GST with RCM and SAC codes, TDS under 194J, all posted correctly.
- Segregated office and client account ledgers with strict separation for the SRA Accounts RulesDouble-entry nominal ledger with an India chart of accounts and a real-time trial balance
- SRA client interest rules with configurable rate and de-minimis thresholdGSTIN validation with full 15-character checksum, and SAC 998216 applied automatically
- Double-entry nominal ledger with a UK chart of accounts and a real-time trial balanceReverse Charge Mechanism suggested automatically for registered business clients, with the correct disclosure
- Bank reconciliation across office and client accounts, with supplier and fixed asset ledgersGSTR-1 export in GSTN offline-tool format, filtered by return period
- 9-box VAT return computed to HMRC specification, with an MTD submission exportTDS under Section 194J recorded as a receivable tax credit, with certificate tracking and a Form 26AS reconciliation report
- Conditional Fee Agreements with success fee tracking, and inter-partes cost recoveryClient account and office account separation, bank reconciliation and period close
Legal Aid (LAA) billingLegal aid and Lok Adalat
LAA rates, controlled work fixed fees, escape thresholds and cost limits, tracked from the first attendance.Lok Adalat activity codes and NALSA, SLSA and DLSA honorarium tracking, alongside pro bono schemes.
- LAA provider registration: provider numbers, schedules, and case type to funding scheme mappingsLegal aid activity codes for Lok Adalat preparation, tracked against the case like any other time entry
- Controlled Work and Licensed Work: Legal Help, CLR, ECF fixed fees and certificated hourly work across 14 funding typesNALSA, SLSA and DLSA honorarium tracking, so legal aid income is never lost in general billing
- The full LAA hourly rate matrix: category of law by region, fee-earner grade and court level, with effective-date versioningPro bono and corporate retainer billing schemes alongside legal aid work
- Controlled Work fixed fees per category, including the 3x escape fee thresholdCase rate cards distinguish legal aid, pro bono and paying clients on the same matter type
- Cost limits and extensions tracked, with alerts as a limit approachesWIP and reporting split legal aid and pro bono time from billable time by department
- LAA activity codes at time entry: attendance, preparation, advocacy, travel and waiting, and moreFull audit trail on every legal aid entry, ready for Lok Adalat and legal services authority reporting
SDLT, IHT and Ogden calculatorsCourt fee and MACT calculators
The calculators firms keep in spreadsheets, built in and saved to the matter.State-wise court fees, MACT multipliers and judgment interest, built in and saved to the case.
- SDLT calculator with residential and non-residential bands, lease NPV, first-time buyer relief and both surcharges, with a band-by-band breakdownState-wise court fee calculator: ad-valorem and fixed slabs for Delhi, Maharashtra, Karnataka, Tamil Nadu, Uttar Pradesh, Gujarat, Telangana and Punjab
- Inheritance tax with the nil-rate and residence nil-rate bands, taper, and 40% and 36% ratesCourt fees recorded automatically as a case disbursement
- Personal injury multipliers on the court-set Ogden discount rateMACT compensation calculator with age-based multiplier tables
- Redundancy pay, Vento bands, probate fees, judgment interest and late payment interestLease and property registration fee calculators
- Court fee lookup by claim value, recorded automatically as a disbursementJudgment interest calculator
- HM Land Registry fee calculator and AP1 / TR1 form preparation pre-filled from the matterEvery calculation saved against the case with its inputs and breakdown
AML, conflicts and risk
MLR 2017 AML checks, conflict search, undertakings and file reviews, evidenced for SRA audit.PMLA 2002 AML checks, conflict search, undertakings and file reviews, evidenced end to end.
- AML/KYC risk assessment under MLR 2017: identity verification, sanctions screening and PEP flaggingAML/KYC risk assessment under PMLA 2002: identity verification and PEP flagging, with FIU-IND reporting context
- Companies House built in: look up a company and directors, addresses and PSCs fill themselves; dissolved companies are forced to high riskConflict of interest search with name-variant matching, enforced before onboarding
- Conflict of interest search with name-variant matching, enforced before onboarding
- Risk-based recheck cadence: 6, 12 or 24 months by risk level
- Undertakings register with due-date alerts and automatic breach escalation to directorsCase-level risk register with mitigation tracking
- File review workflow with evidence for SRA audit, and automatic archiving under your retention policyUndertakings register with due-date alerts and automatic breach escalation, plus file review workflow and DPDP Act 2023 data export and deletion
AI drafting, private by design
Draft from matter context with a mandatory human review gate, on models hosted on your own infrastructure.Draft from case context, grounded in Indian Kanoon, on models hosted on your own infrastructure.
- AI legal drafting from matter context and your instructionsAI legal drafting from case context and your instructions
- A mandatory review gate on every draft: approve, refine or discard, nothing is saved without a human decision
- Approved drafts saved as document versions or promoted to the precedent libraryResearch-grounded drafting: Indian Kanoon results are used as retrieval context, so drafts cite real authority
- Private by design: self-hosted local models mean client data stays on your infrastructure, with an optional API fallback you controlIndian Kanoon built in: search Acts, sections and judgments and pull the full text into the case workspace
- Firm-level tone and style instructions for consistent outputApproved drafts saved as document versions or promoted to the precedent library
- In-app assistant widget for contextual how-do-I help, backed by a curated knowledge basePrivate by design: self-hosted local models mean client data stays on your infrastructure, with an optional API fallback you control
Built-in e-signature
Envelopes, a no-login signer portal and a full audit trail, without a per-envelope bill.
- Envelopes with internal, client and counterparty signers
- A no-login signer portal with secure, time-limited links, so counterparties never need an account
- Sequential or parallel signing with live status tracking
- A full audit trail per signature: timestamp, IP address and device
- Prefer a provider you already use? DocuSign, Adobe Sign and Signable are supported per firmThird-party providers supported per firm if you already have one
Workflows and tasks
21 UK workflow templates with linked precedents, and tasks that escalate when overdue.16 India workflow templates with linked precedents, and tasks that escalate when overdue.
- A workflow engine with reusable, versioned step sequences per department, for example Pleadings to Defence to Disclosure to Trial PreparationA workflow engine with reusable, versioned step sequences per department, for example Plaint to Summons to Written Statement to Issues to Evidence to Arguments to Judgment
- 21 UK workflow templates shipped and ready to adapt16 India workflow templates shipped and ready to adapt
- The right precedent linked at each workflow step, so drafting starts from the correct template
- Case-linked tasks with assignment and progress tracking
- Overdue escalation so stalled steps surface to supervisors automatically
Outlook, Word and email filing
File emails to the matter, record time from your inbox and generate documents from inside Word.
- Outlook add-in: file emails and attachments to a matter, record time from an email or meeting, create diary entries from invites
- Word add-in: search matters and clients, insert merge fields and generate documents from precedents without leaving Word
- macOS Mail extension for firms on Apple Mail
- Two-way Outlook calendar sync with conflict detection, plus Google Calendar sync
- Email filing without an add-in: every matter has its own email address, and inbound mail and attachments file themselves with a full thread view
- Edit documents in Microsoft 365 / Word Online, or self-hosted OnlyOffice, straight from the matter
GET STARTED
Bring every matter into one calm workspace.
Start free, invite your team when you are ready, and let the busywork take care of itself. Built for UK law firms. Built for Indian law firms.