CounselOS
CounselOS: A governed practice platform for Australian firms managing trust, matters, billing and client payments. Ranked #38 of 43 in Legal Payments Software by our editors (4.7/10); pricing: Paid; best for australian firms needing governed trust workflows.
At a glance
- Editor score4.7 / 10
- PricingPaid
- Best forAustralian firms needing governed trust workflows
- Free planNo
- Trust account supportYes
- Facts checked20 Sep 2026
Where it wins
- Australian trust accounting with payment authorisations and reconciliation
- Governed AI workflows with lawyer review and approval controls
- Client portal supporting documents, invoices and enabled online payments
Where it doesn't
- Web-only access may not suit firms needing a desktop application
- Portal payments and related connections require firm-specific enablement
- Advanced capabilities are concentrated in higher-tier plans
Our verdict on CounselOS
CounselOS is a web-based practice-management platform for Australian law firms, covering matter and client management, documents, time recording, billing, trust accounting, compliance dates and client-portal workflows. Its Solo, Small, Mid and Enterprise plans are positioned for firms from sole practitioners to larger teams, while a per-matter option includes the Solo tier without a minimum or fee-earner caps. Firms moving from FilePro or LawMaster can also use the platform's migration tooling.
Trust workflows are a central strength. CounselOS supports trust receipts, payments, transfers, authorisations and reconciliation, with approval controls and audit logging around trust movements. The compliance calendar covers limitation dates, practising certificates, CPD and costs disclosure. Client portals can handle matter updates, documents, invoices and enabled online payments, while billing entries can be recorded and approved. Portal payments, bank feeds, e-sign and office-accounting connections are enabled per firm after onboarding, so buyers should clarify the required configuration before committing. Integrations include Xero, MYOB, OneDrive, SharePoint, Lexis and Jade.
The AI layer is governed rather than presented as an unsupervised replacement for legal review. Features include drafting, legal research, contract review, billing narratives and client updates, with approval inboxes for AI drafts, time entries, trust movements and portal uploads. Small adds a client portal, knowledge-base and precedent-import features plus Australian support; Mid adds custom workflows, business development insights, optional immigration and OMARA capabilities, single sign-on and priority migration support; Enterprise adds a dedicated Australian success manager, custom AI policy templates and an audit-export SLA. CounselOS suits firms that need Australian trust governance alongside broader practice operations. Firms wanting a non-web deployment, simpler scheduling-focused software or payment methods beyond the enabled portal workflow should consider alternatives.
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CounselOS pricing
All 5 CounselOS plans and prices →
CounselOS fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Trust account support | Yes |
| Payment plans | Not verified |
| Client payment portal | Yes |
| ACH payments | Not verified |
| Card payments | Yes |
| Legal billing integration | Not verified |
| Reconciliation tools | Yes |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Phone, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 6 integrations: Xero, MYOB, OneDrive, SharePoint, Lexis, Jade |
| Pricing | Paid (source) |
| Website | counselos.au |
| Facts checked | 20 Sep 2026 |
CounselOS integrations
CounselOS lists 6 integrations on its own site.
- Xero
- MYOB
- OneDrive
- SharePoint
- Lexis
- Jade
Alternatives to CounselOS
- LawPayA focused legal payments platform with trust accounting, billing, and broad practice-management integrations.8.8
- Clio PaymentsA Clio-integrated payment layer for firms managing cards, ACH, trust funds, and payment plans.8.7
- CaseFoxA flexible legal billing platform with free payments and paid practice-management depth.8.5
See all CounselOS alternatives →
Also Ranked In
CounselOS is ranked in 3 of our directories.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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