Client & engagement records
Maintain structured records connected to the activity and documentation that support them.
In Development
AegisOS for general service operations
Client work and billing, on one operating system.
FlowServ is a planned AegisOS module for service businesses outside legal and lending—client and engagement records, billing, and reporting on the same platform core as LexFlow and LoanServ.
FlowServ is in development and not yet available.
What's planned
The AegisOS accounting core, for any service business.
FlowServ is being designed for service organizations that need client records and billing on real accounting infrastructure, without building a legal- or lending-specific product around it.
Billing engine
Built on the same concurrency-tested billing engine as LexFlow and LoanServ.
Double-entry general ledger
A full chart of accounts, journal entries, trial balance, and financial statements.