Questions we hear every week.

Book a demo via the 'Book a Demo' button. After the demo, you'll get a signed quote and onboarding kickoff. Existing beta users can sign into the webapp directly at b.legal/signin.

No. The webapp runs in any modern browser — Chrome, Safari, Firefox, Edge — with full time tracking, matter management, billing, and trust accounting. The native macOS and iOS apps add screen-capture time inference and offline-first performance.

Most solo practices are running in under three hours. We handle the data migration, practice-area task template setup, and your first trust reconciliation in one working session. Firms migrating from another practice-management tool or from spreadsheets typically take 1–2 business days.

Yes. Trust records import directly from CSV and JSON, and we migrate the rest — matters, clients, contacts, time — for you as part of onboarding. We never charge extra for migration.

Your data is stored in Google Cloud Firestore (US region), encrypted in transit with TLS and at rest by Google Cloud's default encryption. Local SwiftData copies on your Mac and iPhone stay on-device, with AES-GCM encrypted local backups on macOS whose key lives in your Keychain.

No. We are not a covered entity and do not currently offer a BAA (Business Associate Agreement). If your matters involve protected health information, evaluate whether B.Legal's safeguards meet your obligations before storing PHI.

By default, no. B.Legal runs local models (Ollama) on your Mac. The cloud AI (Anthropic Claude) is strictly opt-in, and even then, Anthropic's commercial API terms do not allow your data to be used for model training.

You get a 30-day export window. Full data export in CSV and JSON formats, plus PDF for trust records. No lock-in clauses in our terms. Your data is permanently deleted 90 days after cancellation unless you request retention.

Not today. Accounts sign in with email and password through Firebase Authentication, and the native apps support biometric unlock (Touch ID on macOS, Face ID on iOS).

The trust ledger enforces per-client and per-matter balances, blocks withdrawals that would overdraw a client's funds, writes every transaction to an append-only audit log enforced by server-side security rules, and runs three-way reconciliations with saved records. Built around NY IOLA practice — confirm your own state's trust accounting rules with your state bar.

Yes. Enter your statement date and bank balance; B.Legal compares (1) bank balance, (2) book balance, and (3) the sum of client ledger balances, itemizes any discrepancies, and saves the reconciliation record with who ran it and when. The reconciliation report is exportable.

No. The audit log is append-only, enforced by server-side security rules: entries can be created but never updated or deleted. Ledger corrections are made as new offsetting entries, so the history is never rewritten.

Yes. The full trust transaction history exports to JSON, CSV, or PDF, and every saved reconciliation report can be exported — the records a state bar grievance or disciplinary committee asks for first.

Local: Ollama with mistral (default), llama3, phi3, or any Ollama-compatible model. Cloud: Anthropic Claude via your own API key, strictly opt-in.

AI features are optional — if you don't connect Gmail scanning, enable screen capture, or open the assistant, no AI runs. There is no single firm-wide 'AI: off' switch today. The backend is your choice per device: local Ollama by default, cloud strictly opt-in, and every AI suggestion requires attorney review before it becomes a time entry, draft, or narrative.

In our own beta use at B.Legal LLC, the large majority of AI-generated billing narratives are accepted with little or no editing — and every generation is reviewed by an attorney before it is saved.

Yes. The local Ollama backend on macOS works with zero network connectivity. Cloud AI requires internet.

macOS 14 Sonoma or later, iOS/iPadOS 17 or later, and any modern web browser. The native apps are free with your subscription; the webapp is the default entry point.

Google Workspace (Gmail, Calendar, Drive), Zoom (meetings, phone calls, and voicemails), and iMessage (macOS only). For AI, a local Ollama backend and opt-in Anthropic Claude.

Yes — matters, time, billing, and trust accounting all work without any Google account. The email capture, calendar sync, and document backup integrations are built on Gmail, Google Calendar, and Drive, so without Google you enter that data manually.

No — there is no public API today. Your data isn't locked in: export to CSV and JSON (PDF for trust records) at any time.

Yes. Annual billing gets you two months free (16.6% discount). Monthly billing is available with no commitment.

Yes — a 14-day free trial after your demo. No credit card required. Full feature access during trial.

30-day money-back guarantee from first payment. No questions asked.

Yes. 40% discount for 501(c)(3) legal aid organizations and pro bono practices. Contact sales with proof of status.