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Platform Modules

Client onboarding

Take on more clients and get to work on matters faster with a slick and professional onboarding experience! Leverage our native Thirdfort integration for seamless KYC / AML.
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Simplify the intake process

- Automate intake documents, email reminders, notifications and more

- Make the experience hassle-free for clients: collect data via forms and only ever enter information once

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Review clients quickly and efficiently

- Identify those you can help

- Identify duplicate client profiles and potential conflicts of interest using Tessaract's global search

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Engage clients remotely

- Share important documents with clients via our client portal and customisable forms

Matter Organisation & Management

Give your team the plan and info they need to execute and get the job done! Connect to essential tools like FormEvo.
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Make it easy to find and review a case

- Centralise all your cases on a single platform so they’re at your fingertips

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Define a clear case structure for your team

- Define milestones and tasks from a matter template: lay out the entire course of a matter from Day 1 to close

- Share these with responsible parties via Tessaract’s visual MatterTimeline

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Link and save all relevant files to each case

- Securely store and access relevant emails and attachments and other documents

Task management & work allocation

Involve and engage every case participant - including your clients!
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Use the Case Timeline to ensure nothing is missed

- Create and assign tasks  and set deadlines so everyone’s aware

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Hold people accountable

- Set reminders to avoid having to chase people up

- Manage workloads between team members

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Track task and case progress

- Receive updates as tasks are completed

- Keep an eye on outstanding items

- Avoid having to ask for progress updates

Workflow automation & digital signing

Free up your team for tasks requiring their expertise and experience.

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Leverage your team’s potential

- Automate routine, repetitive work to make better use of your team’s time

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Workflows that suit how you work

- Every firm is different so off-the-shelf solutions can be too generic

- Together let’s build custom workflows to turbocharge productivity

- Move quickly with our no-code/low-code workflow tools - gone are the days of hiring expensive developers to customise

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Approvals

- Rule-based approvals workflows

- Multi-layered approvals workflows

- Delegation of approvals for absentees

Document management

Save your team the stress of jumping from inbox to inbox and chasing up colleagues for the 'latest version'! Leverage the power of our integration with Microsoft Sharepoint.
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Document assembly

- Create easy-to-use templates for instant document creation using our automation tools

- Draft documents quickly and accurately

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Filing automation

- Automate folder generation

- Automatically file away case-linked documents instantly for safekeeping and easy access

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Link your email account directly

- Sync emails directly and useTessaract’s new Outlook-web  plugin to manage emails (as well as set tasks and record time)

- Stay on top of all client communications, even when colleagues are away

Time tracking

8 options for recording time make it easy for your team wherever they are - office, with clients, court, home, etc.!

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Multiple methods

- Including clocks,mobile app and multiple-entry forms

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Fully integrated

- With billing and invoicing

- With finance for comprehensive reporting

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Complex made easy

- Simplified and streamlined

Client Portal and Communication

Simple, secure, next generation client communication and collaboration. Enjoy consistent communication and collaboration with clients on your terms!
Fully integrated

Fully integrated

- Make life easy for your clients - have them use the Client Portal to surface case progress, billing information, documents and more

- Use our industry-leading In-App Chat feature to communicate instantly with your clients (and remember you don’t have to enable this feature for everyone!)

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No-fuss set up

- Customise your Client Portal to control:

(1) The information and elements displayed
(2) Who has access and their level of access

Billing

Bill accurately and with confidence by using our automations to serve your clients better, reduce lock-up and maximise your firm’s cash flow.

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Fee schedule

- Build and template quotes

- Generate personalised quotes for prospects in seconds

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Built-in fee split / apportionment

- Set up complex fee splitting structures

- Automate according to work done

- Adjust ad-hoc as each matter or bill requires

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Flexibility when drawing up a bill

- Mix agreed fees and time entries and easily pull in all related time for every matter

- Nest time entries under agreed fees

Accounting

The Tessaract platform includes a fully-fledged accounting platform to manage receivables, payables, bank reconcilliations, client monies, credit control, VAT submissions and much more. Evaluate your firm's financial performance to make better management decisions AND stay compliant! Leverage our integration with HMRC for Making Tax Digital VAT return submissions.

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Leverage your financial information

- Make informed business management decisions

- Set business goals

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Ditch multiple apps that ‘don’t talk to each other’

- Save time and money on connecting, maintaining and working with multiple applications

- Process Tessaract’s time tracking data seamlessly

Selected Highlights

Selected Highlights

- Automated reconciliation with bank statements

- Multi-currency support

- Ability to automate separate P&L reporting on multiple departments / branches / group entities

- Ensure SAR compliance 

- Manage WIP ( and reduce lock-up!)

Analytics & reports

Enable data-driven decision-making at both fee-earner and management levels.

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Leverage your system data

- Analyse performance data at case level and system wide

- Make data-driven business management decisions

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Gather key insights

- Track KPIs across projects

- Better understand your financial position and stay on top of WIP

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Highlights

- Over 70 reports provided out of the box

- Custom dashboards based on user roles

- Custom reports, and report-builder functions to create and template reports on the fly

We’re new, cloud-native, specialist and growing.  We are dedicated to bringing new choice to UK law firms. Our mission is to help them grow by building software which allows them to maximise their capacity to serve existing and new clients.

We’re new, cloud-native, specialist and growing.  We are dedicated to bringing new choice to ambitious professional services firms. Our mission is to help them grow by building software which allows them to maximise their capacity to serve existing and new clients.

 

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You’ll work with our team of experts on a personal basis to guarantee:  

  1. A smooth onboarding and training phase to get your team up to speed with Tessaract’s next generation technology platform
  2. A successful transition phase, including data migration
  3. Ongoing support and training to ensure high adoption and usage rates and to educate your team about any new features or future changes to the platform - as we evolve and improve