Enterprise DNA

Instead of PracticeEvolve

Stop renting PracticeEvolve. Own the system your firm runs on.

Enterprise DNA builds your version around your practice groups, your file opening steps and your billing rules, maps your PracticeEvolve records across, and runs it for you beside the trust account system you already rely on.

PracticeEvolve publishes no price. It is quoted privately after a demo, and its own demo form says it is not suitable for firms with under 25 employees.

  • check_circleYour data in a database you own
  • check_circleOpen source, no lock-in
  • check_circleBuilt and run by Enterprise DNA

What the quote covers

A mid-sized firm's PracticeEvolve bill is mostly the bundle around the matters

Matters, documents and legal accounts arrive as one package from one vendor, priced in a sales conversation. What your firm actually needs every day is a smaller, plainer thing: its own records and fast answers from them.

paid

A number you only hear on a call

There is no pricing page. The only door is a demo request, so you cannot compare the cost against anything before a salesperson frames it.

groups

Built for headcount, sold by headcount

The demo form asks how many employees you have and says the software is not suitable for firms under 25.

inventory_2

One bundle from one vendor

Matter management, document management and legal accounts come as one package.

hub

Two vendors in the cheaper product

EvolveGo is PracticeEvolve's legal accounting joined to Smokeball's productivity suite. Your day-to-day work then depends on two companies' roadmaps, not one.

school

Consultants to learn your own system

A Client Success Programme, consultants and a learning portal come with it.

lock

No published way out

Neither the Australian nor the UK site says how a firm exports its matters, contacts and time. Getting your history out is a question to ask before you sign, not after.

What your firm gets instead

The practice records, answering partners directly

Risk

Nothing a partner has promised goes quiet

Limitation dates, hearings, settlements and every undertaking given in the firm's name sit in one place with a daily countdown, ranked by consequence.

  • check Limitation dates always rank first in the attention list
  • check Each undertaking records who gave it, to whom, in what words and by when
  • check A file cannot close while one of its undertakings is still open
  • check A practice manager sees every fee earner's exposure in one answer

Intake

File opening that checks itself

Every new name is searched against every client, party and matter the firm has ever held, and the client care records each cite the rule they satisfy.

  • check Conflict searches read the firm's entire history, closed files included
  • check A new matter is refused while a name on the other side is a hit
  • check Engagement letter, scope, fee basis, due diligence and instructions tracked per file
  • check No bill goes out on a file without its engagement letter

Partners' numbers

WIP and lock-up without a reporting add-on

Time is recorded the way a lawyer would say it, and the figures a managing partner runs the firm on come straight from those entries.

  • check WIP by matter, with the oldest unbilled time flagged
  • check Lock-up by client: unbilled work plus bills still unpaid
  • check Recovery by fee earner after write-offs, at the rate really achieved
  • check A warning when a matter nears its estimate, before the client sees the bill

Ownership

Your firm's records, in your firm's hands

The database sits on the firm's own system. Anyone the firm chooses can read it, and nobody has to approve leaving.

  • check One shared database for the whole firm, or a laptop copy to try it
  • check Fields, matter types and stages renamed to match how your practice groups talk
  • check Trust money stays in your dedicated, audited trust account system
  • check Open source, so the firm never needs anyone's permission to change it

Make it yours

Design your own PracticeEvolve replacement

Everything starts from the open-source base. Then it gets your name, the parts you run, your rules and your data from PracticeEvolve. Try it here, and we build the real one.

2. What it runs

3. Make it fit

4. Your colour

Your business · your PracticeEvolve replacement Your version
YB Your business

auto_awesome

Answered from your own database

Build my version

We build it from the open-source base, bring your PracticeEvolve data across and run it for you.

Switching

How to switch from PracticeEvolve

A move usually involves requesting an export from PracticeEvolve, mapping its records to the new database, checking gaps, then running both systems briefly before you switch.

  1. 1

    Request your records

    Ask your PracticeEvolve account manager for an export while your subscription is live. Request clients, contacts, matters and time records. PracticeEvolve does not publish an export guide, so confirm what your account allows and the available format. Do not assume every record or field can be exported.

  2. 2

    Map and load the records

    Map the exported records to Matters for Claude Code's import fields. The files will not match the import columns exactly. If you are using Claude Code to do the mapping, run a test import first and review what it reports before loading the records. Enterprise DNA can handle the mapping and import when they run the system for you.

  3. 3

    Review import issues

    Check every issue the import reports, including missing or unmatched fields. Compare names, client and matter links, matter details and time entries with PracticeEvolve. Imported clients have no CDD date and imported matters have empty client care files, so check and backfill these rather than assuming the old records carried over. Enter key dates and undertakings by hand in a deliberate pass.

  4. 4

    Run both systems briefly

    Keep PracticeEvolve live while your team uses the new database for a short period. Compare matter lists, time entries, upcoming dates, undertakings and WIP between the two systems. Have staff report mismatches and correct the new records before relying on them. Make clear where new work should be recorded so changes are not split between systems.

  5. 5

    Switch off PracticeEvolve

    Once you have checked the records and your team is ready to work in the new system, arrange to end your PracticeEvolve subscription. Before you do, make sure a dedicated, audited trust account system is in place. Matters for Claude Code does not hold trust money, so trust accounting needs to remain in a separate system.

construction

Where the real effort goes

The main work is mapping PracticeEvolve's fields to the new database, adapting your own fields and rules, and deciding which history to bring across. Some records need manual review or entry, especially key dates and undertakings. When Enterprise DNA installs and runs the system for you, it handles the mapping and migration work.

Not ready for a call?

Get your PracticeEvolve switch plan by email

We will send you the step-by-step plan for moving your business off PracticeEvolve, what the move really involves, and how we would do it for you.

One email with your plan. No spam, and you can unsubscribe any time.

Two ways to move

Try the free version, or have Enterprise DNA build and run your firm's

Open source

Run it yourself

Free

  1. 1 Download the free version from GitHub
  2. 2 Load the demo firm and open it in Claude Code
  3. 3 Ask which limitation dates and undertakings need a partner this week
  4. 4 Have Claude Code map your PracticeEvolve exports into it when you are ready
Get it on GitHub

Omni by Enterprise DNA

Have Enterprise DNA build it for you

One setup fee, then a monthly retainer

  • check We get your clients, matters and time out of PracticeEvolve and map them across
  • check We connect your documents, email and accounting
  • check We set up your practice groups, file opening steps and billing rules
  • check It runs inside Omni, our managed Command Center, with the rest of your business
Book a discovery call

Questions

Instead of PracticeEvolve, answered

PracticeEvolve does our legal accounts. What replaces that? expand_more

Trust money belongs in a dedicated, audited trust account system, and the free version deliberately does not hold it. Your trust account system stays where it is, and this records the practice around it.

How do we get our records out of PracticeEvolve? expand_more

PracticeEvolve does not publish an export guide, so ask your account manager for an export of clients, contacts, matters and time while your subscription is live. Those files will not match the free version's import columns exactly. Mapping them is part of what Enterprise DNA does, or you ask Claude Code to map them and do a test run first.

We are a firm of 40 people. Is this only for small practices? expand_more

No. A shared database serves a whole firm, and adding a lawyer adds nobody to an invoice. The work for a firm your size is setting it up around your practice groups and approvals, which is what the built version is for.

What about our documents and precedents? expand_more

They stay in the document store you already use. Each matter points at its documents, and letters are drafted as text a lawyer finishes and sends. If you want precedents filled from matter records, that is part of building your version.

Is the compliance checking legal advice? expand_more

No. It is a list of rules with their sources, conflict rules, client care requirements, undertakings and limitation periods, checked against your own records. Your people read the sources, adjust the rules to your practice and keep the judgement.

Find out what your firm is really paying for

30 minutes with Sam. We look at what your firm pays PracticeEvolve, which parts your lawyers and practice manager use each week, and what a version you own would look like. If it is a fit, we build it and run it. If it is not, take the free version and run it yourself.

Matters for Claude Code is free and open source, published by Enterprise DNA.

Done paying for PracticeEvolve?

Get your version built