Professional Services
Attorneys & Law Firms
Intake, matter management, and trust-aware billing.
Engineer attorney intake, conflict checks, matter pipelines, and document collection with confidentiality at every layer.
Operational pain points we solve
Confidential intake and conflict checks
Matter-based billing and trust
Document-heavy collaboration
The operating ecosystem
Everything attorneys & law firms need, preconfigured.
ROSSNEXUS.io ships with the modules below already wired together — buy and run.
Pipelines
Stage-by-stage routing tailored to this industry.
- Intake
- Conflict check
- Engagement
- Matter delivery
- Resolution
Client Onboarding
Branded intake and activation workflows.
- Engagement letter
- Conflict screening
- Retainer & trust setup
- Secure document portal
Staffing
Roles configured for the way this industry operates.
- Attorney
- Paralegal
- Legal Assistant
- Intake Specialist
Automations
Pre-wired triggers and journeys.
- Conflict-check workflow
- Document requests
- Hearing reminders
- Matter status updates
Billing
Revenue models supported out of the box.
- Retainers
- Hourly billing
- Trust accounting placeholders
- Flat-fee matters
Support
Ticket categories and SLA-ready queues.
- Status updates
- Document upload help
- Scheduling
Compliance
Frameworks, retention, and audit-friendly logs.
- ABA Model Rules
- Conflict of interest
- Confidentiality
- Trust accounting
Role-Based Permissions
Personas the platform ships with.
- Managing Partner
- Attorney
- Paralegal
- Intake
- Client
Workforce
W2 employees and 1099 contractors — handled separately, properly.
W-2 Employees
Full employee onboarding
- · I-9 / W-4 collection and policy acknowledgments
- · Role-based portal access and reporting hierarchy
- · Department, manager, and training assignment
- · Payroll-profile readiness (future payroll integrations)
1099 Contractors
Contractor lifecycle, agreements, payouts
- · W-9 collection, agreement e-sign, insurance tracking
- · Engagement-based permissions and time windows
- · Per-project or commission payout readiness
- · Compliance credentials with expiration alerts
This industry typically uses both W-2 and 1099 workers.
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