Learn B.Legal
Step-by-step guides for every feature across all platforms. Whether you are tracking your first time entry or running a three-way trust reconciliation, start here.
Time & Billing
Track time with manual entries, AI narratives, and captured email, meetings, and messages. Create invoices, record payments, manage expenses, and run reports.
- Manual time entry
- AI narrative generation
- Invoice creation
- Recording payments
- Expense tracking
- Billing reports
Matters & Clients
Open and manage matters, track statute of limitations dates, maintain client records, run conflict checks, and organize contacts.
- Creating matters
- SOL tracking
- Client management
- Contacts directory
- Conflict checks
- Document management
Trust Accounting (IOLTA)
Record deposits and withdrawals, maintain per-client balances, run three-way reconciliation, and generate audit-ready reports.
- Trust deposits
- Trust withdrawals
- Client balances
- Three-way reconciliation
- Overdraft protection
- Audit trail
AI & Automation
Generate billing narratives from shorthand, draft documents, run AI research, and review captured activity — with a local-AI option for privileged work.
- Billing narratives
- AI drafting
- Legal research
- Screen capture
- Email scanning
- Built-in alerts
Litigation Tools
Manage court dates and SOL deadlines, prepare depositions, work from discovery checklists, and estimate settlements.
- Court calendar
- SOL alerts
- Deposition prep
- Discovery checklists
- Settlement calculator
- Legal reference
Communications
Connect Gmail, Zoom, iMessage, and Google Calendar. Surface billable activity from your inbox and meetings automatically.
- Gmail integration
- Zoom meeting scan
- iMessage scanning
- Calendar sync
- Invoice email delivery
- Matter picker
Platforms
Install and configure B.Legal on macOS, iOS, the web, and Windows/Chromebook/Android via PWA. Platform-specific features and setup.
- macOS setup
- iOS setup
- Web app
- PWA install
- Touch ID / Face ID
- Auto-updates
Security & Privacy
Understand how B.Legal protects your data with sandboxing, Firestore rules, API hardening, encrypted backups, and signed updates.
- App Sandbox
- Data isolation
- API security
- Error monitoring
- Encrypted backups
- Update signing
Keyboard shortcuts reference
Keyboard shortcuts are a feature of the macOS app.
Can't find what you need?
Our support team responds within 24 hours. For urgent matters, email us directly.