Instructions & matter records
Record the commissioning party, scope, contacts, deadlines and agreed fees in one matter workspace.
How can it help
my business?
Your customers. Your people. Your work. Your money.
See how they come together for the business you run.
Shared business tools plus the specialist workflows of your profile — and a bespoke edition, tailored completely to your business, when the profile isn’t enough.
LEGAL & REPORT WRITING / THE CONNECTED DAY
From the instruction to a report you can trace.
Give every instruction a clear home. Keep evidence, source material, drafts, deadlines and fees connected without mixing one client’s documents with another’s.
Designed for independent report writers, expert witnesses and specialist consultancies.
- 01Receive instruction
- 02Gather & reference
- 03Draft & review
- 04Deliver & bill
The details that make it yours.
Specialist featuresSecure UK document storage
Every matter’s documents live in access-controlled storage on UK servers, in your own encrypted book, with versions and a record of who opened and changed what — the basis for meeting UK GDPR and client-confidentiality duties.
Reference library
Organise reusable guidance, research and templates separately from confidential client evidence; tag sources and record review dates.
Evidence & citations
Link report sections to source documents, page references and notes so reviewers can follow the reasoning.
Drafting & review
Report skeletons kept as precedents, every draft version on file, a review requested and recorded, and an explicit approval before a report can be released.
Deadlines & dependencies
Track instruction dates, appointments, evidence requests, review milestones and delivery deadlines.
Time, fees & disbursements
Capture billable time, fixed fees and expenses against the instruction, then prepare the invoice.
Controlled delivery & retention
Send a report or a bundle as its own link, with its own expiry, its own access log and an immediate revoke. Retention rules per kind of record, and a review before anything is deleted — nothing is ever destroyed on a date. A complete export at any time.
BUILT FOR SENSITIVE WORK
Secure, UK-based storage to meet stringent data-protection rules.
Your records are held on servers in London and stay in the UK, in a book of your own that is never shared with another customer. Storage is encrypted, backups are encrypted and kept in the same region, and every change is written to an audit log with who did it and when. Sign-in uses passkeys, access is role-based and revocable, and a complete export or erasure of a book is exact because the book is a single file. Lila Software Development Ltd is registered with the Information Commissioner’s Office and acts as your processor under UK GDPR.
EVERY PROFILE / ONE CONNECTED FOUNDATIONA complete view.
A complete view.
From work to money.
The specialist details sit alongside the everyday business essentials. A client record connects to the work, its documents, its costs and its payment history.
Relationships
Clients, contacts, communication history and follow-up tasks.
Work & people
Projects, responsibilities, calendars and team access.
Documents & knowledge
Files connected to their work, searchable resources and controlled sharing.
Money & records
Quotes, invoices, expenses, bank reconciliation and financial reporting.
Help from Lila
Assistance with finding information and preparing work, with your review before action.
At work & at home
A separate Personal book at half price with any paid business tier.
SAME FOUNDATION. YOUR WAY OF WORKING.Your business shouldn’t have
Your business shouldn’t have
to fit someone else’s day.
Choose Solo or Business for your team size and allowances. A business profile shapes the workflows and language around your work; it does not create a separate subscription. Need more than a profile? Bespoke tailors LilaCRM completely to your business — price on application.
Find your planWhat would make it complete for you?
Tell us about a task you repeat, a document you rely on or a handover that gets lost. Help make the legal & report writing profile complete for you.
Tell us about your business Opens your email app. Send the message when you’re ready.