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Case Management

Every Case, Organised and Under Control

Track matters from intake to completion with an intuitive Kanban workflow, powerful filters, and real-time status updates across your entire firm. Separate client, matter, and contact databases give you structured, relational data you can query, report on, and extend.

  • Drag-and-drop Kanban board with customisable columns and stages
  • Dedicated client, matter, and contact databases — each independently searchable and linked
  • Flexible field sets per matter type — conveyancing, litigation, family, probate, commercial, and custom types
  • Multi-database architecture — administrators can manage multiple separate databases from one account
  • Assign solicitors, set deadlines, and track time on every matter
  • Complete activity log with audit trail for every case action
  • Linked documents, notes, contacts, emails, and billing all in one place
Case Pipeline
Intake
Conveyancing
Murphy Property Sale
Due: 15 Mar
Family
O'Brien Custody
Due: 22 Mar
Active
Litigation
Byrne v. Dunne
Due: 10 Apr
Commercial
TechCo Acquisition
Due: 5 Apr
Review
Probate
Walsh Estate
Due: 28 Mar
Complete
Conveyancing
Kelly Purchase
Closed 1 Mar
SM

Sarah Murphy

Client since Jan 2024 · 3 Active Matters
Active
Email
[email protected]
Phone
+353 86 123 4567
Outstanding
€2,450.00
Total Billed
€18,200.00
Recent Activity
Invoice #1042 sent for conveyancing matter 2h ago
Document uploaded: Title Deed.pdf Yesterday
New matter opened: Property Sale 2024/087 3 days ago
Client Management

A Complete View of Every Client Relationship

Centralise contacts, correspondence, matter history, and billing in rich client profiles that give your team full context at a glance.

  • 360-degree client profiles with full contact and matter history
  • Client portal for secure, encrypted document sharing and communication
  • Customisable webforms for client intake, onboarding, and data collection — responses feed directly into the database
  • Conflict-of-interest checking across all clients and matters
  • GDPR-compliant data management with consent tracking
  • Real-time activity feed showing all client interactions
  • Bulk import and export for seamless migration
Legal Accounting & Financial Management

Full Legal Bookkeeping, Built to Law Society Standards

Not just invoicing — Oberon provides a complete double-entry legal accounting system with nominal ledgers, bank reconciliations, client and office accounts, WIP management, and Law Society compliant reporting out of the box.

  • Full nominal ledger with configurable chart of accounts for office and client sides
  • Bank reconciliation — match transactions against bank statements with automated suggestions
  • Separate client and office account management per Law Society regulations
  • Work-in-progress (WIP) tracking with easy item-type previews — time, disbursements, expenses, and fees at a glance
  • One-click time recording with automatic rate calculation and matter linking
  • Professional invoice generation from WIP with customisable templates
  • Aged debtors, creditors, trial balance, and profit & loss reports — all Law Society standard compliant
  • Revenue dashboards with breakdown by solicitor, matter type, and period
Legal Accounts
WIP Nominals Bank Rec
Work-in-Progress — Byrne v. Dunne
Attendance — Client Conference
1.5 hrs @ €250/hr • J. Walsh
€375
Disbursement — Court Filing Fee
Paid from office a/c
€120
Correspondence — Letter to Counsel
0.25 hrs @ €250/hr • J. Walsh
€62.50
Total WIP €557.50
Client A/C
€24.8k
Office A/C
€48.2k
Aged Debtors
€14.3k
Document Library
Search Upload
Murphy Property Sale 12 files
Title_Deed_2024.pdf 2.4 MB
Contract_Draft_v3.docx 890 KB
Survey_Report.pdf 5.1 MB
Byrne v. Dunne Litigation 8 files
Walsh Estate Probate 15 files
Document Management

Smart Document Storage, Generation & Sharing

A built-in file browser connected directly to AI, WIP, and your matter database. Generate documents with intelligent mail merge, share securely with encryption, and let AI summarise or analyse anything in your library.

  • Built-in file browser — browse, preview, and manage documents per matter, linked to WIP and AI
  • Mail-merge document generation — auto-populates from matter, client, and contact fields with smart prompting for missing data
  • Auto-updating database — data entered during document generation is written back to the matter record automatically
  • Encrypted document sharing — share files with clients via secure, encrypted links through the client portal
  • Full-text search across PDFs, Word documents, and images (OCR)
  • Document bundling — compile case files into indexed, paginated court bundles
  • AI integration — summarise, analyse, or draft from any document directly in the file browser
  • Unlimited cloud storage with automatic version control and drag-and-drop upload
Artificial Intelligence

AI That Works Like a Senior Associate

Purpose-built legal AI that drafts documents, summarises cases, reasons through complex problems, and works alongside your team to deliver better results faster.

AI Document Drafting

Generate first drafts of legal documents, correspondence, and court filings in seconds using AI trained on Irish and UK legal precedents.

Efficient AI Summarisation

Summarise lengthy contracts, medical reports, discovery bundles, or expert opinions in seconds. Extracts key clauses, risks, and action items automatically.

Private Knowledge Base (RAG)

Upload your firm's documents to create a secure, searchable AI knowledge base. The AI retrieves and cites your own precedents when answering queries.

DeepAI Expert Reasoning

Multi-branch reasoning engine with Devil's Advocate critique and 18 specialist personas — from Senior Barrister to Medical Doctor to Forensic Accountant.

Smart Research

Search across case law, legislation, and your own document library with natural language queries. Get relevant, cited results instantly.

Explore All AI Features
Calendar & Tasks

Never Miss a Deadline or Court Date

A unified calendar that combines court dates, limitation periods, task deadlines, and appointments in one view with intelligent reminders.

  • Shared firm calendar with per-solicitor and per-matter views
  • Automatic limitation date calculation for Irish and UK jurisdictions
  • Task management with priority levels, assignments, and due dates
  • Email and in-app reminder notifications with configurable lead times
  • Sync with Outlook and Google Calendar
  • Recurring events and court term awareness
March 2026
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Today Murphy Closing — 2:00 PM
12 Mar Limitation: Byrne v. Dunne
16 Mar Court Hearing — District Court
Full Email Client

A Complete Email Client, Built Into Every Matter

Not just integration — Oberon includes a full email client with compose, reply, forward, and threaded conversations. Emails are automatically tagged to matters based on reference numbers, with manual tagging for everything else.

  • Full built-in email client — compose, reply, forward, and manage threads without leaving Oberon
  • Automatic matter tagging — emails are auto-tagged to matters based on reference numbers in the subject or body
  • Manual matter tagging — drag emails to matters or tag them with one click from the inbox
  • Dedicated email ingestion inbox — forward or BCC your firm's Oberon address to auto-capture
  • Email templates with auto-populated client and case data via mail merge
  • Attachment handling — attachments automatically added to the matter document library
  • Complete email audit trail for compliance and professional conduct
Matter Emails — Murphy Property Sale Compose
Re: Title documents for 14 Merrion Sq 2h ago

From: [email protected]

2 filesAuto-filed
Section 68 Client Care Letter Yesterday

To: [email protected]

TemplateSent
Survey report & BER certificate 3 days ago

From: [email protected]

3 files
47 emails linked to this matter • 12 attachments auto-filed
Practice Analytics Q1 2026
Active Cases
147
12% vs Q4
Avg. Resolution
34d
8% faster
Utilisation
78%
5% vs Q4
Client Sat.
4.8
out of 5.0
Cases by Type
Conveyancing38%
Litigation26%
Family Law20%
Probate16%
Reporting & Analytics

Data-Driven Decisions for Your Practice

Real-time dashboards and comprehensive reports give managing partners full visibility into firm performance, workload, and profitability.

  • Real-time practice dashboards with key performance indicators
  • Solicitor utilisation and productivity tracking
  • Financial reports: revenue, WIP, aged debtors, and profitability
  • Matter throughput analysis by type, solicitor, and time period
  • Export to Excel, PDF, or schedule automated email reports
  • Custom report builder for bespoke data views
Automation & Workflows

Automate the Routine, Focus on the Law

Build custom workflows that automate repetitive tasks, trigger actions based on events, and ensure nothing slips through the cracks.

  • Visual workflow builder with drag-and-drop triggers and actions
  • Automated client intake forms and onboarding sequences
  • Deadline-triggered reminders and task escalation rules
  • Template-based document auto-generation on case creation
  • Automated billing rules and recurring invoice schedules
  • Integration with email, calendar, and third-party tools via API
Workflow: New Case Onboarding Active
Trigger
New case created
Action
Generate engagement letter from template
Action
Send welcome email to client
Action
Create task checklist for assigned solicitor
Action
Schedule initial consultation & add key dates

256-bit AES

Encryption at rest and in transit

SOC 2 Type II

Independently audited controls

MFA

Multi-factor authentication for all users

GDPR

Full compliance with EU data protection

Security & Compliance

Enterprise-Grade Security for Sensitive Legal Data

Your clients trust you with their most sensitive matters. We protect that trust with security that exceeds industry standards.

  • End-to-end encryption for all data at rest and in transit
  • Role-based access control with granular permissions
  • EU-hosted infrastructure with Irish data residency options
  • Comprehensive audit logs for every user action
  • Automated daily backups with 99.9% uptime SLA
Learn More About Security
Side-by-Side

How Oberon Compares

See how Oberon stacks up against Clio and LEAP — the two most widely used legal practice management platforms.

Feature Oberon Oberon Clio LEAP
Pricing & Access
Pay-as-you-go pricing
No per-user fees
Unlimited users included
All features on every plan
Free credit to start
No long-term contract
Case & Matter Management
Case/matter management
Separate client, matter & contact databases
Flexible field sets per matter type
Multiple databases per admin
Webforms for client intake
Task management
Calendar & deadline tracking
Conflict checking
Document Management
Document storage & file browser
Mail merge with data prompting
Auto-update database from doc generation
Court bundle compilation
Encrypted document sharing
OCR (searchable scanned docs)
File browser connected to AI
Legal Accounting & Finance
Nominal ledger / chart of accounts
Bank reconciliation
Client & office accounts (Law Society)
WIP with item-type previews
Time tracking
Billing & invoicing
Online payments
Law Society standard reporting
Email
Full built-in email client
Auto-tag emails by reference number
Manual matter tagging for emails
Dedicated email ingestion inbox
Email integration (Outlook/Gmail)
Client portal
AI & Intelligence
AI document drafting
AI document summarisation
Private knowledge base (RAG)
AI case analysis & research
DeepAI multi-branch reasoning
Devil's Advocate self-critique
18 specialist expert personas
Expert-grade opinion generation
Knowledge graph visualisation
AI-powered time entry
Platform & Compliance
Cloud-based / access anywhere
Mobile app
API access
Irish/UK regulatory compliance
GDPR compliant
SOC 2 / ISO 27001 security
250+ third-party integrations
Reporting & analytics
Best Value

Oberon

~$30/mo

Typical solo practitioner
Pay only for what you use • Unlimited users

Clio

$49–159/user/mo

Per user, per month
Features locked to higher tiers

LEAP

$149+/user/mo

Per user, per month
Add-ons cost extra

Competitor information sourced from public websites and third-party review platforms as of March 2026. Features and pricing may vary by plan and region.

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