TRILOGY LEGAL
Designed for Small Law Firms
Trilogy Legal gives your firm the structure it needs — without forcing a heavyweight practice management system.
Handle intake, matters, documents, tasks, and timelines with clarity. Built to support small teams that value precision, not paperwork.
📋 Client Intake
Simplify new client onboarding with customizable forms, automated routing, and status tracking.
🗂️ Matter Management
Stay organized across all active matters — assign tasks, set deadlines, and track case progress.
📑 Document Handling
Upload and tag case files, link to matters, and streamline your document workflows.
✅ Collaborative Tasking
Assign tasks to team members, track completions, and avoid things slipping through the cracks.
Interested in modernizing your case workflows? Join the beta or request early access.