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Client intake
Capture client contacts, ID/PIN notes, referral source, consultation reason, conflict-check notes and next action.
gavel Law firm workspace
Practice management that does not treat a law firm like a shop.
Imara Flow for Law Firms gives advocates, commissioners for oaths, notaries and legal teams a focused dashboard for clients, matters, consultations, retainers, invoices, documents, receipts, deadlines and follow-ups. It uses the same Imara Flow login and database, while the law-firm dashboard keeps daily legal work separate from normal retail operations.
What it offers
Client, matter, money and document records in one workspace.
The law-firm workspace applies a legal-practice setup with the modules a firm needs for daily work. It avoids stock-first language and focuses on clients, matters, retainers, documents, deadlines and confidential records.
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Matter records
Track matters by client, practice area, stage, responsible advocate, key dates, documents and internal notes.
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Retainers and invoices
Create professional invoices, deposits, balances, receipts and payment follow-ups without forcing a shop-style workflow.
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Calendar and deadlines
Manage consultations, filing dates, court mentions, hearing dates, limitation reminders and internal tasks.
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Document checklists
Keep checklist-style records for pleadings, agreements, notarisation, conveyancing, probate and correspondence.
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Expense receipts
Upload supplier invoices, filing-fee receipts, office expenses and KRA-ready receipt reviews.
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Privacy controls
Use confidentiality levels, staff access notes, audit logs, retention review dates and consent/instruction records.
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Client assurance records
For evidence-heavy matters, keep approvals, supporting files, transaction histories and downloadable records.
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Team roles
Separate advocates, clerks, finance, admins and read-only users through module and workspace access.
For Kenyan legal practice
Built around how Kenyan firms actually work.
Use it for private client intake, matter records, retainers, professional invoices, disbursements, office receipts, document checklists, court and registry deadlines, commissioner for oaths records and notary-public support notes.
ConveyancingClient, document, date and billing records
LitigationClient, document, date and billing records
Family lawClient, document, date and billing records
Commercial contractsClient, document, date and billing records
Employment lawClient, document, date and billing records
Probate and successionClient, document, date and billing records
Corporate secretarialClient, document, date and billing records
Commissioner for oathsClient, document, date and billing records
Notary publicClient, document, date and billing records
Debt recoveryClient, document, date and billing records
Intellectual propertyClient, document, date and billing records
Immigration supportClient, document, date and billing records
Data privacy and access control
Support for privacy-sensitive legal records.
Law firms handle personal, financial, family, commercial and litigation information. Imara Flow’s law workspace adds practical controls that help a firm keep better records and demonstrate care around sensitive client information.
- Role-based module access for advocates, clerks, finance staff and administrators.
- Matter confidentiality level: normal, confidential, restricted or partner-only.
- Client consent and instruction notes for personal data handling.
- Access notes and audit logs for changes to matter records.
- Retention review date so old files can be reviewed rather than forgotten.
- Conflict-check status before converting intake into an active matter.
- Document checklist records for ID, PIN, title, pleadings, agreements and registry documents.
Dashboard preset
Law firms can activate only what they need.
Start simple with matters, clients, calendar, invoices, receipts and documents. Turn on services, bookings, contact cards, reports, team access or other Imara Flow modules when required.
MattersClient files and legal stages
ConsultationsBookings and follow-up notes
RetainersDeposits and balances
DocumentsChecklist-style records
InvoicesProfessional billing
ReceiptsSupplier, registry and filing-fee proof
CalendarDeadlines and reminders
ReportsRevenue, outstanding invoices and expenses
Set up a focused workspace for your law firm.
Create a law-firm account, choose the law preset during setup, then activate matters, consultations, retainers, invoices, receipts, documents and any other modules your firm needs.