Matter and billing software for law firms.
Each matter is a project with its own board, files and recorded calls. Every hour is billable or not and becomes the invoice, outside guests see only what their role allows, and every change to a client's record is logged.
Starts your workspace as Professional Services, with 14 days of the full Business tier and no card. Free for up to 5 people afterwards.
Where Navalo fits for law firms.
The call: instructions kept apart from advice
A recorded client call is read with what the client instructed kept apart from what the firm advised, and a date is recorded only where a calendar day was said.
The matter: access by role, every change logged
Advanced RBAC sets what outside guests may see and edit, field by field, enforced on the server, and the Compliance Audit Logger records every change to a client's record.
The bill: hours to invoice
Time Tracking & Billing and Invoicing turn each matter's billable hours into a numbered invoice, with overdue reminders on the client's account.
The tools Professional Services installs.
You can untick any of them before you finish setting up, and add others later from the extensions catalogue.
Period Close
The close that runs every period, with a preparer and a reviewer signed and dated on each step, reconciliations carrying both balances, and the chase list for what the client still owes.
- Preparer and reviewer, each with a name and a date
- A rejection clears the preparer's stamp
- Reconciliations with both balances and the difference
- A filing calendar you fill in
Households
Households and the people and entities inside them, what each holds, the strategy it is measured against, and drift and concentration flags before a review.
- Portfolio import from CSV, TSV or JSON, columns confirmed by a person
- Drift against the household's own strategy
- Concentration summed across every account
- A strategy document Ava drafts and only a person approves
Compliance Audit Logger
An append-only record of decisions, approvals and access events, enforced by the database rather than by a policy someone has to remember.
- The database refuses updates and deletes on the log
- Decisions, approvals and access events captured
- Export as CSV or JSON on demand
- Readable by the people you allow
What it does not do.
- Navalo is a workspace for advisers, accountants and lawyers. It is not a broker, a custodian or a book of record, and every figure in it is arithmetic over records your firm entered or imported.
- There is no live custodian connection: a portfolio arrives as the CSV, TSV or JSON your custodian exports.
- Navalo computes no filing or court deadline. A date is one a person entered.
- Navalo does not run conflict checks; the CRM is the register a conflict check is run against.
- Navalo holds no SOC 2, ISO 27001 or SOX attestation.