Software for law firms in Panama.
Cases, case files, billable hours and collections. You know where the team's time goes and which client truly brings in profit.
Time gets billed from memory.
What law firms across the country ask us about most.
Hours that never get billed
The work gets done, but logging it gets put off, and at billing time you charge less than what was worked.
Scattered case files
Documents in email, in local folders and on each lawyer's desk. Nobody has the complete version.
You don't know which client pays off
Without hours and expenses per case, profitability per client is a hunch.
Cases, time and billing in one place.
It's implemented in stages, in the order that least disrupts your operation.
A file per matter
Each case with parties, deadlines, documents and owners, accessible to the team.
Time tracking
Quick logging per case and per lawyer, with rates by profile or by agreement.
Fees and expenses with DGI
Bill by the hour, by retainer or by task, with reimbursable expenses and electronic invoicing.
Receivables by client
Account statements, balance aging and payment reminders.
Files with access control
Case documents with role-based permissions and a trail of who saw what.
Margin by case and by client
Hours and expenses vs. what was billed. You see which matters are worth continuing to take on.
Everything that applies to a law firm, and how far each piece goes.
Fifteen services you can hire separately or together, under a single account owner. Each one has its own page with the scope in writing.
The system and collections
What keeps the operation running every day.
ERP system built on Odoo
The system that makes sure time worked reaches the invoice.
- Time by case, practice area and lawyer, without rebuilding it from memory
- Case file with documents, parties and filings
- Fees by the hour, retainer or contingency
- Expenses and tax stamps charged to the case
Electronic invoicing in Panama
Billing the DGI accepts, running from day one.
- Electronic invoice folios monitored before they run out
- Electronic signature certificate managed
- Integration module with the ERP
- Support when the DGI rejects a document at month-end close
How much of the work gets billed
Time that isn't logged the same day is lost.
- Hours logged vs. hours billed
- Profitability by practice area and by client
- Cases with unrecovered expenses
AI agents
Each one says what it does and what it doesn't. The limit is in writing.
The client checks the status of their case
It gives the logged progress, without taking up the lawyer's time.
What it doesn't do: It doesn't give legal opinions or interpret the case.
Answers the initial inquiry and qualifies it
Collects the practice area and context before passing it on.
What it doesn't do: It doesn't estimate fees or promise outcomes.
Chases the overdue retainer
Escalating reminders with the real account statement.
What it doesn't do: It doesn't negotiate payment terms on its own.
“How many hours have I spent on this case?”
Asked in plain language, answered from real data.
What it doesn't do: It doesn't show anything the person asking isn't allowed to see.
The contract read and classified without typing
Parties, dates and clauses extracted and linked to the case.
What it doesn't do: It doesn't interpret the document's legal content.
Answers the phone when you're in court
Takes the message with the case identified.
What it doesn't do: It doesn't commit the lawyer to a meeting.
AI governance
The rules for what an agent can say on behalf of your business.
What the AI can say on your behalf
In writing before you switch it on, not after the first problem.
- What it answers about price, complaints and terms
- What it has to escalate to a person
- Which customer data it can use and which it can't
Who authorizes a change
With partners or several branches, it keeps everyone from changing the agent's script on their own.
- Person responsible for approving script changes
- Log of what changed and when
- Periodic review of what it answered
Monthly AI usage report
Without that number you don't know if it's working for you or you just like it.
- How many conversations it resolved on its own
- How many it escalated and why
- Where it got things wrong and what that cost that month
Where it runs, network and security
The layer nobody notices until something slows down.
Case files on your own server
Not in a shared folder where nobody knows who has access.
- Your own server with tested backups
- Access by case and by role
- Monitoring that alerts before you notice
Office network and guest network, kept separate
Whoever comes in for a meeting doesn't share a network with your case files.
- Guest network separate from the work network
- Coverage in offices and meeting rooms
- Cabling and access properly sized
Attorney-client privilege on the network too
Client confidentiality is an obligation, not an internal policy.
- Encryption and access control per case file
- ESET on desktops and laptops
- Managed and reviewed firewall
Custom work and support
When the standard isn't enough, and who answers after go-live.
The firm's fee statement and invoice format
With the breakdown of hours and actions your corporate client demands.
- Fee statement in your format
- Breakdown by action
- Documented code, in your name
Who answers when it goes down
And not on a Tuesday at 10 a.m., when everything works.
- Assigned account owner who knows your operation
- Response times written into the contract
- Hands-on support through the first month-end close
We don't publish a price for this for the same reason we don't publish one for the system: it depends on the size of your operation, how much data needs to be migrated and how custom it needs to be. A one-hour consultation sets the scope and a fixed price.
From where you are to where you want to be.
Assessment
We look at how you operate today and where time or money is being lost. A fifteen-minute call to define the next step.
Data load and setup
We load clients, active cases, rates by profile and current agreements.
Assisted go-live
We train the team that will use it and support you through the first month-end close.
Ongoing operation
Support with an assigned account owner and contractual response times.
What people ask before signing up.
Can I bill by monthly retainer and by the hour at the same time?
Yes. Both schemes are configured, and they can even coexist for the same client depending on the type of matter.
Are documents protected per case?
Yes, with role-based permissions and an access log, a common confidentiality requirement.
Does it issue electronic invoices with the DGI?
Yes, integrated with the authorized PACs in Panama.
How we quote.
We don't publish a price list because it would be made up: two companies in the same industry can need very different things. What we do guarantee is how you get to the number.
Quote after the assessment
After the call, if the case calls for it, a one-hour consultation sets the scope and a fixed price. If the scope changes, it's quoted separately and you approve it first.
Processes, data and users
Cases, time, documents, billing, collections and profitability. How many people will use it, how much data needs to be migrated and how custom it needs to be.
Support by plan
Ongoing operation runs on a monthly plan, with an assigned account owner and contractual response times. It's contracted separately from the implementation.
Let's bill everything your team works.
A fifteen-minute call and you walk away with a clear next step — even if the answer is that you don't need us yet.
Book your assessment
Leave us your details and we'll set it up for the next business day.
You're talking to Génesis, Valtriom's AI