Firmviz ENES Create your firm
For small and mid-size law firms

Every matter,
finally clear.
Every deadline,
verified.
Every dollar,
accounted for.

Firmviz is the law firm terminal: matters and conflict checks, deadlines that say when they still need verifying, a trust ledger nobody can edit, billing, the Court Map of each case, and Jarvis, an assistant you type or speak to.

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What it does

Every matter, every deadline, every dollar of client money. In one place a firm can trust.

Nothing on these screens was typed into a spreadsheet. The matter box, the dates, the money and the case map are one record, and every change is written to an audit log that cannot be edited.

Clients, parties and their other names. A conflict check runs on every new matter and searches the whole firm; a matter leaves intake only when an attorney clears it, and the check goes stale the moment a party is added.

The matter boxMS-2026-0001

Vance v. Keller Freight Lines

Motor vehicle accident · negligence · New York
The LawN.Y. CPLR § 214(5) · three years from the accidentretrieved from nysenate.gov · 2026-10-02
2y 5mVERIFIED
Conflictscleared by an attorney
Elements to prove3 of 4 backed by evidence
Trust held for the client$3,290.00
NextPreliminary conference · in 9 days

A date counted from a rule carries VERIFY until an attorney checks it against the source. Limitation periods come from the statute, with the citation and the day it was retrieved. Nothing is invented.

Deadlines · this month6 to verify
12NOVBill of particulars dueVance v. Keller · CPLR 3042 · 30 days from the demandVERIFY
19NOVPreliminary conferenceOsei v. Fairway Markets · Kings County Supreme, Part 12hearing
21NOVServe the discovery demandCastellano v. Hudson Valley · task · Priyatask
02DECStatute of limitationsMitchell v. Lindqvist · Labor Law § 240 · 3 yearsverified
Weekends and holidays roll under the rule the firm’s jurisdiction retrieved; the person who verifies a date is written on it.

Each case as a board: the elements to prove, the evidence, the witnesses and the filings, linked. Memos recorded or typed land on the card they belong to, and a timeline replays the map as it was on any date.

Court Map · Vance v. Keller12 cards · 9 links
Voice memos are transcribed on the firm’s own server, never by the browser; the names it hears are matched to the cards and a person confirms.

An append-only ledger: no edits, no deletes, corrections by reversing entries. No client goes below zero. Two-person approval above an amount the firm sets, and a three-way reconciliation each month signed by an attorney.

Trust · IOLA ****4421balances agree
Waiting for a second approver

$15,000.00 to the executor of the Brennan estate · entered by Rosa, bookkeeper

APPROVE AND POST Tier 2 · passkey
03NOVRetainer received · Vancedeposit · check 1182+5,000.00
01NOVHudson Appraisals · Castellanodisbursement · check 7007−1,250.00
03NOVReversal of check 7007wrong payee · the original line stays+1,250.00
October · three-way reconciliation balanced · signed by Elena Meridian, attorney

Time and costs into invoices an attorney approves; what each client owes, with aging; fees move from trust only against an approved invoice, never for more than it owes, and the transfer is written on both the ledger line and the invoice.

Billing · what each client owes3 invoices
INV0007Brennan estatepaid from trust against the approved invoice4,200.00
INV0009Lindqvist Constructionoverdue · 34 days2,860.00
INV0011Oyelarandraft · waiting for an attorney’s approval1,540.00
Hourly rates per person · unbilled work in one list · invoices are voided, never deleted.
Jarvis

Type it or say it. It asks before it acts.

“open vance”, “what’s on Thursday”, “log 1.5 hours on Osei”, “deposit 500 for Vance”.

Jarvis understands close spellings and asks when two names are alike; it never guesses. Anything that changes data shows a confirm card first, with exactly what it understood. Money, access and anything that leaves the firm need your passkey, and voice never approves those. Voice is transcribed on the firm’s own server, never by the browser.

See it on your own matters
JARVISlog 1.5 huors on vance reviewing the police report/

understood: “huors” → hours · matter: Vance v. Keller Freight Lines

Confirm · Tier 1

Log 1.5 h on MS-2026-0001, “reviewing the police report”, today, by Elena Meridian.

CONFIRM cancel
JARVISdeposit 500 for vancevoice

said by voice · transcribed on the firm’s server · money is always Tier 2

Tier 2 · passkey

$500.00 into trust for Vance · IOLA account ****4421 · the exact line that will be posted.

APPROVE WITH PASSKEY password fallback
Every command, its preview and who confirmed it are in the command log.
Built for trust

A firm’s records that cannot be quietly changed.

Six things Firmviz does whether or not anyone is watching.

01

One firm, one fence

Every row belongs to a firm and the server enforces it at two layers: the application and the database’s own row-level security.

02

An audit log that cannot be changed

Every view, change and refusal is written to a hash-chained log the database refuses to edit, anchored outside the database on every commit.

03

Passkeys for what matters

Windows Hello, Face ID or a security key approves trust money, access changes and anything sent outside the firm. Voice never approves.

04

Encrypted at rest

Uploads, memos and backups are sealed with the firm’s data key. Uploads are read by content, never by name, and scanned.

05

No AI unless you say so

The browser’s speech recognition is never used; voice is transcribed on the firm’s own server. AI drafting exists but stays off until the firm turns it on, with client details replaced by placeholders first.

06

Retention and legal holds

Closed matters keep their files for the period the firm sets; nothing is disposed of without an attorney’s approval, and a legal hold blocks it.

How it works

A demo on your matters, then your firm on your own server.

  • A demo on your matters.Thirty minutes, with your kinds of cases, on a demo firm that is entirely invented.
  • Your firm, your server.Firmviz runs on a machine your firm controls or on hosting we set up for you, behind HTTPS, with PostgreSQL, encrypted backups and a restore drill.
  • Your people, their roles.Attorneys, paralegals, staff, a bookkeeper and an admin, each with what they may see and do; passkeys from day one.
  • Your jurisdiction’s rules.Limitation periods and date rolling come from the official source the firm’s jurisdiction retrieved, with the citation and the day it was read. Firmviz never states law it did not retrieve.

The law card is a research starting point, not legal advice; an attorney verifies every date before it counts.

Why Firmviz

Firmviz vs the way it’s been done.

The way it’s been done
  • Deadlines in a spreadsheet, counted by hand, nobody sure who checked them
  • A trust ledger in a bookkeeping file anyone with the password can edit
  • Conflict checks from memory, or from a search of last year’s email
  • The case in a dozen folders, the witnesses in someone’s head
  • AI tools that send client details away without saying so
Firmviz

One record, with a memory.

The dates, the money, the documents and the map of each case are one record the whole firm works in, and every change is signed, chained and kept. What was true on any date can be shown again on that date.

A demo on your matters

Book a demo

Tell us about your firm and we will write back to set a time. Nothing is sent anywhere else; the request is kept on Firmviz’s own server.

Fake, invented data only in every demo. Your details are used to reply to you and for nothing else.
2layers keep each firm in its own fence: the application and the database
0edits or deletes on the trust ledger, ever; a mistake is a reversing entry
1gesture to approve: a passkey on everything that moves money or leaves the firm
0requests to an AI service unless your firm turns it on
Get started

See it on your kinds of cases.

Thirty minutes on an invented firm, then Firmviz on a server your firm controls.