For law firms
Every case, complete.
From the first consultation to the final payment: assessment, engagement contract, instalments, documents and client emails in one record, for the whole firm.
Versioned contracts in PDF and Word · email sent from the case with your Gmail or Google Workspace
CASES / C-014
Valentina Reyes.
CONTRACT
$1,800,000
PAID
$1,050,000
BALANCE
$750,000
OVERDUE
$250,000 · 12d
- Instalment #4 overdue by 12 daysLog follow-up
- Preliminary hearing · Thu 24 Sept 09:30Open agenda
- Contract v2 emailed · 28 MayView email
01 · The problem
Today, every case lives in five places.
Client emails in someone’s personal inbox. Instalments in a spreadsheet. The booking in a Calendly notification. The contract in a folder. And the real status of the case, in someone’s head.
Email
What the client was told stays in the inbox of whoever wrote it.
WhatsApp
Agreements and payment promises nobody else can see.
Spreadsheet
Instalments someone updates by hand, when they can.
Folders
Contracts rebuilt in Word, with no way to tell which version is right.
Memory
One person knows how everything is going. One day they’re out.
Trackxis brings all of it together around the case. Without replacing your email or your calendar.
02 · How it works
From the first consultation to the final payment.
Five steps your firm already takes. Trackxis puts them in order, in the same case.
01 · Consultation
The booking enters the flow
The Calendly booking arrives with its meeting, assessment fee and contact details, ready to create or link a case.
BOOKING · CALENDLY
Rodrigo FuentesTue 15 · 11:00Assessment paid$70,000Suggested lawyerC. MenaCreate case02 · Assessment
Assess before engaging
Seven criteria and one decision: continue or don’t. The assessment stays separate from the contract.
ASSESSMENT · 7 CRITERIA
Evidence base4 / 5Procedural risk3 / 5Urgency5 / 5Continue03 · Contract
From agreement to contract
Generated from the case and firm data. Every version is kept. Exported as PDF or Word and sent from the case.
CONTRACT · VERSIONS
v2 · 28 Maysignedv1 · 25 MayarchivedSent to client28 MaySend by email04 · Instalments
Every instalment has a status
Down payment and dated instalments. Paid, due soon, overdue, partial. Payments are recorded once.
PLAN · 6 INSTALMENTS
#3 · 03 Augpaid#4 · 03 Septoverdue · 12d#5 · 03 Octdue soonRecord payment05 · Collections
Know who to call today
A queue ordered by days overdue and amount. Every call, message or agreement is logged in the case.
COLLECTIONS QUEUE
Araya · #321dReyes · #412dSoto · #25dLog follow-up
You decide to create the case, you assess, agree fees and record payments and follow-ups. Trackxis doesn’t automate those decisions: it keeps them in order and on record.
03 · The case file
The whole case, in one record.
Client, assessment, contract, instalments, documents, emails, tasks, follow-ups and history. Whoever opens the case sees the same as whoever runs it.
Valentina Reyes.
MOVEMENTS
- Transfer · instalment #3 · 04 Aug+ $250,000
- Transfer · instalment #2 · 03 Jul+ $250,000
- Transfer · instalment #1 · 03 Jun+ $250,000
Three status axes
Commercial stage, legal proceedings and financial situation, kept apart. They don’t compete.
Eight tabs
Summary, Assessment, Engagement, Documents, Payments, Proceedings, Follow-ups, History.
Balance and overdue, kept distinct
Balance is everything still owed on the contract. Overdue is only the late instalments.
Real movements
Every recorded payment feeds instalments, balance and collections. One fact, one place.
04 · Visibility
Administration sees the whole firm. Each lawyer, their own caseload.
The dashboard answers what needs attention today across the firm. The “Today.” view tells each lawyer their next action.
Dashboard.
REVENUE THIS MONTH
$4,120,000
RECEIVABLE
$2,860,000
OVERDUE
$690,000
ACTIVE CASES
27
NEEDS ATTENTION · 6
- Araya · instalment #3 overdue · 21 days · $240,000Follow up
- Reyes · instalment #4 overdue · 12 days · $250,000Follow up
- Muñoz · proposal sent, no reply · 6 daysFollow up
- Pizarro · contract missing dataComplete
WORKLOAD PER LAWYER
Carla Mena
14 active · 2 overdue · 2 late tasks
Diego Romero
13 active · 1 overdue · 1 late task
TUE 15 SEPT
Today.
2 overdue · 1 meeting · 3 tasks
TODAY AND OVERDUE
- 11:00 · Meeting · Fuentes
- Review records · Pizarro
- Call · Araya · overdue
Nobody has to ask how a case is going. It’s in the case.
05 · Collections
Every instalment has a status. Every delay, a follow-up.
Collections isn’t a report: it’s a queue that says who to call today, how much they owe and since when. Whatever is agreed stays in the case.
Collections.
TOTAL OVERDUE
$690,000
CASES OVERDUE
3
OLDEST
21 days
DUE · NEXT 7 DAYS
$450,000
Payments in other currencies, at the exchange rate you set. No automatic reminders: your team makes the calls, and they’re on record.
06 · Works with
Works alongside the tools your firm already uses.
Email
Gmail and Google Workspace
Client emails go out from the case and stay in the file, with their attachments.
Send-only permission. Trackxis doesn’t read your inbox.
Calendar
Calendly
Your clients’ bookings enter the Trackxis flow, with their meeting and details ready to create or link a case.
Changes made in Trackxis are not sent back to Calendly.
Follow-ups
WhatsApp and calls
Every contact is logged in the case: channel, outcome, payment promise.
Logged manually. No WhatsApp integration.
07 · Trust
Your firm, in its own space.
Trackxis manages firms without entering their case files. This is what we can state today.
Read the privacy policy (Spanish)Each firm works in a separate space
Its data is never mixed with other firms’.
Only people authorised by the firm can sign in
With their Google account. Administration adds, assigns roles and revokes.
Administration and lawyers, each with their own scope
Administration sees the whole firm; each lawyer, their own caseload.
Trackxis doesn’t read your inbox
Send-only permission. Authorisations stored encrypted.
Documents keep every version
Nothing is overwritten. Contracts in PDF and Word.
Log of sensitive actions
Emails, documents, payments, permissions and reassignments.
Encrypted connection (HTTPS)
A firm can be suspended without deleting its information.
08 · Who it’s for
For law firms that work with individuals and need to coordinate cases, contracts, instalments and team work.
Especially useful for small and mid-size firms. Chile first: Chilean ID numbers, pesos and Chilean contract templates.
09 · FAQ
What firms usually ask us.
No. You can start with your active cases. Setup is assisted, and we help migrate your existing data.
Yes. Administration and lawyers sign in with their Google accounts. Administration adds people, assigns their role and links their caseload.
No. Each lawyer works on their own cases, tasks and agenda. Administration sees the whole firm.
Yes, in the phone’s browser. There is no native app.
Yes. You send from the case with your Gmail or Google Workspace. Your inbox stays yours: Trackxis only asks for send permission.
No. It sends from the case and keeps a record in the file. It isn’t an inbox and doesn’t read your mail.
No. Calendly bookings enter the Trackxis flow with their meeting and details, ready to create or link a case.
No. WhatsApp follow-ups are logged in the case: channel, outcome and commitment. There is no WhatsApp integration.
They’re stored per case, with every version, and can be downloaded any time. Contracts export to PDF and Word.
With assistance: we create your space, invite your administrator and configure the firm: identity, signatories, bank details, templates.
Next step
Let’s see your firm in Trackxis.
A demo with sample data, following the flow your firm already has: consultation, assessment, contract, instalments. No commitment.
Prefer to write? soporte@trackxis.com