Clients & CRM
Keep client profiles, contacts, follow-up and commercial context connected to the legal work you perform.
Legal & Law Firms
Keep clients, cases, schedules and billing connected in one place.
Connect client relationships, legal matters, tasks, appointments, expenses, invoicing and accounting so your firm can follow the work without losing business context.
CONNECTED LEGAL WORKFLOW
From client intake to accounting
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Client context, case activity, appointments, billing and financial records stay connected instead of living in separate tools.
Legal operations
What your firm can manage with ROKOO
Bring client, case, scheduling, billing and financial work into one connected operating environment.
Cases & matters
Organize case work and legal matters so responsibilities, activity and status remain visible to the team.
Calendar & appointments
Keep hearings, meetings, deadlines and client appointments connected to the work they belong to.
Tasks & legal work
Coordinate tasks, responsibilities and follow-up around each client matter without losing context.
Case activity
Keep important activities and progress visible as the matter moves from intake through ongoing legal work.
Invoicing
Connect completed legal work and billable activity with invoicing in the same business environment.
Expenses
Track case-related and operating expenses so costs stay connected to the work and financial records.
Accounting
Keep invoices, receivables, expenses and client transactions connected to accounting.
Client-to-billing workflow
One client matter. One connected work cycle.
ROKOO keeps the legal matter connected while your team organizes responsibilities, follows appointments and activity, bills the client and updates accounting.
Receive a new client or inquiry
Create the client and case record
Assign tasks, appointments and responsibilities
Track case activity and work progress
Issue the invoice and record expenses
Update receivables and accounting
ROKOO AI
Ask about cases, tasks, appointments and billing.
Use connected client, case and financial context to see what needs follow-up across the firm.
“Which cases need follow-up today?”
“What tasks and appointments are due this week?”
“Which client invoices are still unpaid?”
“Which client matters need attention?”
Connected legal work
Legal work is easier to follow when client, case and financial context stays connected.
Law FirmCRMCalendarCasesExpensesInvoicingAccounting
See how ROKOO can fit your legal practice.
Tell us how clients, cases, appointments, billing and accounting move through your firm, and we will focus the demo on the workflows that matter to your team.