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For small law firms, CPAs & bookkeepers

Run your practice on InventDB SOAR.

Matters, clients, billable time, documents and deadlines — kept in one place, run by an AI that shows you the SQL and waits for your sign-off. No app to set up, no per-seat fee.

matters clients billable time documents deadlines
Today

Billable time scatters across notebooks, contracts sit unread in a drive, and a filing deadline buried in a signed agreement slips past before anyone diaried it.

With InventDB SOAR

One place for matters, time, documents and deadlines — an AI reads the contract, diaries the dates and writes your morning brief, all for a flat per-instance price.

Store · Operate · Analyze · Report

How InventDB SOAR runs your practice.

The same four features, your matters' data. A Namespace is a database; a Type is a table — named in your own words.

S
Store

Your matter data

  • Types — matters, clients, time_entries, documents, filings, deadlines, invoices
  • Documents hold the MSA term, the renewal date and the governing law
  • Attach contracts and filings to the matter — content-searchable, so "auto-renewal clauses" finds the right page
O
Operate

Read the contract, diary the dates

  • A signed document hits a matter → InventDB SOAR extracts term, renewal, notice and filing dates and creates deadline records
  • It sets Google Calendar reminders at 30, 7 and 1 days, and runs a conflict check across your clients
  • The responsible attorney reviews — nothing is filed or sent without sign-off
  • 8:30 AM practice brief in your inbox, on a cron
A
Analyze

Ask in plain English

  • Work in progress — unbilled hours and value, by matter and by attorney
  • Revenue by client — who's earning the firm what, this month or this year
  • Deadlines in the next 7 days, so nothing creeps up on you
  • Overdue invoices — what's outstanding and for how long
R
Report

Briefs and saved reports

  • Saved monthly WIP and revenue-by-client — re-run any time from live data
  • Morning practice brief, written fresh each day from your own numbers
  • It shows you the SQL behind every figure, so you can verify it
RReport · 8:30 AM, every day

Your whole practice, before the first call.

A standing report runs each morning and writes a short brief from your live data — deadlines this week, the work in progress sitting unbilled, overdue invoices, and any conflicts the AI spotted. Open the report any time to see it live, and it shows you the SQL behind every number.

See how reports work

Practice Brief — Harbor Law

Live
8
Deadlines across 5 matters
$14,250
Unbilled work in progress
$8,900
Invoices overdue
11
Documents filed today
4
New matters opened
2
Conflicts to review
Written by InventDB SOAR from your own data · 8:30 AM
OOperate · you stay in control

It diaries the deadline. You sign off.

When a signed document lands on a matter, InventDB SOAR pulls out the term, renewal, notice and filing dates, opens deadline records, sets Calendar reminders and runs a conflict check — then waits. Nothing is filed or sent to a client until the responsible attorney approves it, and every change is logged.

  • Preview first — read the extracted dates and the conflict check before anything is diaried
  • One place to act — set Calendar reminders, email the client, all from the same matter
  • It shows you the SQL behind every answer, so you can verify it
How Operate works

Connected by InventDB SOAR

Ready
Gmail
Client letters & invoices
Calendar
30 / 7 / 1-day reminders
Twilio
SMS a deadline heads-up
Web
Look things up live
Webhooks
Wire in your own tools
SQL
Shown for every action
Every action previews first · you approve · it's logged
Note

InventDB SOAR is your matter, time, document and deadline workspace — it is not trust accounting and not an e-filing system, and it is not a system of record for regulated client trust funds. Keep trust ledgers and court filings in your sanctioned tools; let InventDB SOAR run everything around them.

Single server Your own encryption key US-based AWS

Run your practice on InventDB SOAR.

Bring your matters, billable time and documents. InventDB SOAR shapes the Types around them, reads the contracts, diaries the deadlines and writes your morning brief — you stay in control. From $107/mo, flat per instance.

Flat per-instance pricing Your own encryption key US-based AWS