The operations desk for solo firms
Run the firm. Not the paperwork.
- ✓All-in-one — intake, billing, deadlines, and documents in one desk — priced for a firm of one.
- ✓Speed-to-lead — inquiries are qualified and booking your Calendly before the competition calls back.
- ✓Attorney-reviewed — every client email waits for your yes. Judgment stays yours.
Live demo · Ellison Law Group · a fictional firm
Sign in with demo@ellisonlaw.example / counsel-demo · click anything, sample data resets daily
4
modules — each one a per-firm toggle
24/7
intake qualifying leads while you're in court
100%
of client emails pass a human review gate
3 days
invoice review window before month-end
60 days
of runway on every renewal deadline
.docx
output your redlines already understand
One desk. Every obligation on it.
This is a live morning at a firm running on Counsel Stack — every email below was written by the system and is waiting on one human click.
Your trademark renewal window is opening
to Marcus Cole · 5-year renewal · 57 days out
Invoice INV-202607-01 — $1,662.50
to Priya Shah · 4.75 hrs swept · LawPay link attached
Before our call — a quick intro video
to Imani Brooks · Fired by the Calendly booking webhook
We received your inquiry
to Rob Castellanos · Lead flagged: budget not ready — no consult offered
Action needed: GA annual registration
to Every LLC client · The December blast: one email per entity, auto-drafted
Every date a matter owes you. Watched.
Annual registrations, §8 declarations, ten-year renewals — materialized from each matter's key dates, with the client email already drafted.
How the desk works
Four motions, running for every matter type you practice.
01 · CAPTURE
Capture
A branched intake form on your site qualifies every inquiry the moment it lands — no callback lag.
02 · BOOK
Book
Qualified leads drop straight into your Calendly, pre-filled. Your intro video goes out on booking.
03 · BILL
Bill
Hours logged weekly sweep into draft invoices days before month-end. You approve; Stripe collects.
04 · RENEW
Renew
Registrations and trademark clocks materialize as deadlines — with the client email already written.
The review gate
Nothing ships unseen
Every client email the system writes waits in your outbox until a human copies, sends, and marks it. Missing data renders as a visible marker — never a silent blank.
Your paper, not ours
Your templates do the drafting
Client questionnaires merge into your own Word templates. What comes back is a .docx you redline like any other draft — attorney judgment stays the final filter.
Trust-account safe
IOLTA stays where it belongs
Counsel Stack never touches client trust funds. Operating-account invoicing only; your trust ledger keeps living in the tool your bar already blessed.
Built for solo & small-firm attorneys
Your practice, running while you lawyer.
One onboarding questionnaire wires the whole desk to your firm — your practice areas, your prices, your Calendly, your templates. Switch any module on or off. Keep every decision.
- ✓Live in an afternoon — no data migration required
- ✓Runs alongside the trust-accounting tool you already use
- ✓Every module can be switched off if you never want it