Complete IT system for law firms & legal practices
Law firms and legal practices work with complex cases, sensitive client data, and tight deadlines every day. Many firms currently rely on a combination of tools — such as email, spreadsheets, separate CRM systems, and document folders — which often leads to fragmented processes, lost time, and inconsistent data.
With Odoo, you get one unified, integrated system that brings case management, client data, documents, time tracking, invoicing, and accounting together in a single platform. This provides better visibility, fewer errors, and more time to focus on what truly matters: delivering high-quality legal services with strong compliance.
Odoo for law firms and legal practices
Odoo is an integrated platform designed to bring all your key business processes together in one place — from client follow-up and case management to time tracking, invoicing, and accounting. With a single shared database, all Odoo apps work together and share data in real time, eliminating the need for manual synchronization between systems.
In practice, this enables your law firm to:
- follow clients and cases from first contact to case closure
- manage agreements, deadlines, and internal tasks in one place
- track working hours accurately and invoice correctly
- store and share documents securely
- analyze case profitability and workflows with real-time insights
This holistic approach is particularly important in legal environments where data security, regulatory requirements, and traceability of case workflows are critical.
Consequences of fragmented systems
When a law firm operates across multiple disconnected systems, common challenges arise:
- Lack of unified data:
Client, case, and document data are spread across different tools, making it difficult to maintain a complete overview. - Misalignment between teams:
When information is not updated automatically, misunderstandings and duplicate work can occur. - Time-consuming manual coordination:
Data often has to be transferred manually between systems, increasing the risk of errors. - Lack of real-time insight:
Decisions are frequently made based on outdated or incomplete information.
These challenges result in wasted time, reduced transparency, inefficiency, and poorer resource utilization — all of which are particularly problematic in legal processes with strict deadlines and documentation requirements.
How Odoo helps law firms work more efficiently
Odoo is an integrated ERP platform where all apps operate on a single shared database, allowing data to be shared automatically and in real time across functions such as CRM, case management, documents, time tracking, invoicing, and accounting.
Below is how key features support the daily work of a law firm:
Odoo CRM provides a consolidated overview of all clients and prospective client inquiries, regardless of whether they originate from web forms, phone calls, or email. The CRM supports follow-ups, contact logs, and task and activity management as part of case handling, ensuring that critical information is always accessible to both legal staff and administration.
Odoo can be used to structure and manage cases through a centralized case pipeline that displays status, deadlines, tasks, and responsible attorneys in a single overview. Certain legal-specific modules also offer matter management functionality for handling case details, evidence, hearings, and related information.
With Odoo, meetings, deadlines, and internal tasks can be planned directly in the Odoo calendar, which can be synchronized with external calendars such as Google Calendar or Outlook. This ensures calendars remain up to date both inside and outside Odoo.
Legal work often involves large volumes of documentation. Odoo provides a centralized document module for storing, organizing, and version-controlling documents, combined with integration to Odoo Sign for digital signatures that are legally valid in many countries, including Denmark and the EU (depending on signature type).
Odoo allows time to be logged directly on cases and activities, providing a precise overview of hours worked — including from mobile devices — and enabling direct linkage to invoicing or internal analysis. The combination of time tracking and case management makes it easier to assess profitability and resource utilization.
With integrated time tracking and case management, Odoo can automatically generate invoices based on billable hours, fixed fees, or milestones, using the same data foundation as the rest of the platform and handling everything directly within Odoo’s accounting module.
Odoo can be configured with automated actions such as deadline reminders, automatic task creation when case statuses change, or standardized emails at specific case stages. This ensures consistent processes and frees up time for legal work.
Dashboards and reports provide a consolidated overview of case status, capacity utilization, billable hours, financial metrics, and other key data relevant to management — without the need to compile information from multiple systems.
ISAE 3000 & 3402 and data compliance for the legal sector
For law firms handling sensitive client data and business-critical systems, it is essential to work with a partner that operates with documented controls and processes. itpilot holds both ISAE 3000 and ISAE 3402 assurance reports — international audit standards confirming that our internal controls, processes, and IT governance have been reviewed and validated by an independent auditor.
This gives law firms added assurance that itpilot’s operation and support of Odoo solutions are well documented and can be used as part of your own assessment of vendor security and controls — without having to build all documentation from scratch.
The Odoo platform supports these requirements by:
- logging activities and changes to ensure traceability of who did what and when
- enforcing role-based access control
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supporting documentation for audits and control requirements through audit trails and change histories
Benefits of consolidating everything into one system
By bringing all law firm workflows into Odoo, you gain a solution where information is consistent and updated in real time. This eliminates the need for multiple standalone tools and reduces manual data transfers, resulting in:
Consistent data across functions
CRM, case management, documents, and accounting work together seamlessly
Less time spent on administration
Fewer manual processes and reduced risk of errors
Improved management insight
Real-time data supports planning, resource allocation, and financial oversight
Scalability
Start with the functionality you need and expand over time as requirements grow
Enhanced data security and compliance
All data is stored within a single platform with clearly defined access controls
Why choose itpilot as your Odoo partner
itpilot is a certified Odoo partner with extensive experience in implementing and advising law firms and professional service companies. We use Odoo ourselves in our daily operations, giving us practical insight into real-world workflows and how the system should be tailored to specific needs.
As your Odoo partner, we provide consulting, implementation, development, onboarding, and ongoing support. In short, you gain a partner who ensures your solution works from day one and can grow with you — both technically and organizationally.
Get an Odoo solution for your law firm
Are you ready to consolidate your client management, case handling, resources, and accounting into one integrated system? Get a non-binding discussion about Odoo and learn how itpilot can help you get started.
