Legal Services · Trust Account Compliance · Matter Billing · From $97/mo

The AI Business OS for Australian Law Firms. Your Practice, Not Your Paperwork.

150+ AI agents handle trust account tracking, matter billing, Law Society compliance, Award payroll, and BAS — so your fee earners earn fees, not admin hours.

Built for the law firm principal and practice manager who knows that every hour a solicitor spends on billing and compliance is an hour not billed to a client.

What XIntelliSync covers for Legal Services operators

Australian legal practices operate under state Law Society and Law Institute regulators, with strict trust account audit requirements under the Legal Profession Uniform Law (VIC + NSW) or state Legal Practice Acts elsewhere, conflict-of-interest registers, client confidentiality and legal professional privilege, the Solicitors’ Conduct Rules, and the Legal Services Award where applicable. They face matter-level cost agreements under the Uniform Law section 174, disbursement tracking, trust-to-office transfer rules, and standard BAS, GST, super, and STP Phase 2.

What Legal Services operators get on day one

Every item below is included in your flat monthly subscription. No add-ons.

Trust account audit deadline tracking per state — alert 60 days before each annual obligation
Practising certificate renewal tracked per solicitor — never risk an unlicensed fee earner
Legal Services Award 2020 payroll — classifications, overtime thresholds, PAYG for all staff
Matter billing automated — invoice generated on closure or monthly cycle, disbursements itemised
Trust fund GST exclusion pre-configured — BAS correct from day one without manual setup
Live in under 10 minutes — legal industry configuration from day one

Your price

From $97/month

From $48.50 first month — no setup fee

Legal Services compliance. Built in — not bolted on.

AI agents track every deadline. You get an alert before it becomes a fine.

Regulatory bodies tracked

Law Society / Legal Services Board (per state)

Annual practising certificate renewal, trust account audit obligations, CPD requirements

Fair Work Commission — Legal Services Award 2020

Classification levels for solicitors, paralegals, and legal admin staff; overtime obligations

ATO — GST and BAS

GST on legal service fees, trust account GST exclusion, input tax credits, FBT on client entertainment

Deadlines tracked automatically
Trust account audit: annually per state — tracked and alerted 60 days out
Practising certificate renewal: annually per solicitor — tracked per practitioner
CPD requirements: annually per solicitor (10 units typical) — tracked by XIntelliSync
BAS quarterly: 28 Oct / 28 Jan / 28 Apr / 28 Jul
Superannuation 12%: 28th after each quarter end
FBT return: 21 May annually

The agents built for Legal Services

Run 24/7. No prompting. No babysitting.

Starter $97

Automated Invoice Generation

Matter closes. Invoice goes out. Same day.

Generates matter invoices with disbursement itemisation, GST, and trust deduction on matter closure or monthly billing cycle. Formats to Law Society professional invoice standards.

Law firms with automated matter billing collect fees 18 days faster on average than firms billing manually.

Starter $97

Automated Tax Deadline Alerts

Trust audit, practising certificates, CPD — all tracked.

Monitors trust account audit dates, practising certificate renewals per solicitor, and CPD hour requirements by state. Alerts practice manager 60 days before each obligation.

A lapsed practising certificate is an unbillable solicitor. XIntelliSync ensures it never happens.

Growth $297

Automated Payroll Processing

Legal Services Award payroll. Every classification correct.

Processes payroll for solicitors, paralegals, and legal admin under the Legal Services Award 2020 — salary classifications, overtime thresholds, and PAYG withholding applied automatically.

Eliminates classification and overtime errors for multi-staff legal practices.

Starter $97

Automated BAS Preparation

Legal fees taxable. Trust funds excluded. BAS correct.

Applies GST to legal service invoices, excludes trust funds from GST calculations, and prepares quarterly BAS with FBT notation from live data.

Trust fund GST misclassification is the most common ATO audit issue for law firms. Eliminated by default.

The shift Legal Services operators make when they switch.

Before XIntelliSync
✕Matter invoices go out when billing admin has time — often days or weeks after closure.
✕Trust account audit deadline is in an email from the Law Society you might not have read.
✕Practising certificate renewal dates for 5 solicitors are tracked in 5 different personal calendars.
✕BAS includes trust funds in revenue because no one configured the exclusion correctly.
✕CPD hour tracking for each solicitor is a manual spreadsheet the practice manager updates monthly.
After XIntelliSync
Matter invoice generated on closure. Disbursements itemised. GST applied. Same day.
Trust account audit tracked automatically. Alert 60 days out. Audit never missed.
Practising certificate renewal tracked per solicitor. Alert 60 days out. Zero lapse risk.
Trust funds excluded from GST automatically. BAS correct from the first quarter.
CPD hours tracked per solicitor. Annual requirement monitored automatically.

A lapsed practising certificate makes your solicitor unbillable — immediately.

Solicitors without a current practising certificate cannot legally practice or bill time. With multiple solicitors at different renewal dates, manual tracking creates a compliance liability. XIntelliSync tracks every certificate date and alerts the practice manager 60 days out.

Trust account compliance is the highest-risk obligation for law firms.

The Law Society trust account audit is not optional and cannot be delayed. A qualified audit opinion or missed deadline triggers immediate regulatory action. XIntelliSync monitors the annual deadline per state and ensures it is never missed.

Slow matter billing is the most controllable cashflow problem in legal.

The average law firm invoices 22 days after matter completion. Clients who receive invoices on closure day pay 18 days faster. Automated matter billing closes this gap entirely — without billing admin touching it.

Legal Services Award classification errors create underpayment liability.

Paralegal vs junior solicitor vs legal admin classification differences translate to different overtime thresholds and allowances. Misclassification creates Fair Work underpayment liability. XIntelliSync applies the correct classification on every pay run.

One price. Everything included.

No setup fees. No per-agent charges. No per-employee add-ons.

Starter

$97/mo

First month $48.50

50 AI agents included

Most Popular

Growth

$297/mo

First month $148.50

100 AI agents included

Enterprise

$497/mo

First month $248.50

150 AI agents included

Common questions from Legal Services operators

Does XIntelliSync handle trust account compliance for law firms?
XIntelliSync tracks trust account audit deadlines per state and alerts practice managers 60 days before each annual obligation. It manages disbursement records and invoice deductions from trust — external audit completion is with your appointed trust account auditor.
Does XIntelliSync track practising certificate renewals?
Yes. XIntelliSync tracks practising certificate renewal dates for every solicitor in the firm — across all states — and sends alerts 60 days before expiry. CPD hour requirements are monitored per practitioner.
Does XIntelliSync handle Legal Services Award payroll?
Yes. XIntelliSync processes payroll under the Legal Services Award 2020 — including salary classifications for solicitors, paralegals, and legal admin, overtime thresholds, and PAYG withholding. STP Phase 2 and super (12%) included in Growth tier.
How does XIntelliSync handle GST for law firms?
XIntelliSync applies GST to legal service invoices, correctly excludes trust funds from GST calculations, and handles FBT notation on client entertainment. BAS is prepared with the correct exclusions by default.
Can XIntelliSync handle matter billing for law firms?
Yes. XIntelliSync generates matter invoices on closure or monthly billing cycles with disbursement itemisation, trust deductions, and GST applied automatically. It supports time-based and fixed-fee billing structures.
Is XIntelliSync suitable for sole practitioners and large law firms?
Yes. Starter ($97/month, 50 agents) suits sole practitioners and small practices. Growth ($297/month) suits multi-solicitor firms with payroll automation needs. Enterprise ($497/month) suits multi-practice law groups.
Does XIntelliSync comply with Law Society requirements for legal accounting?
XIntelliSync prepares and tracks in compliance with state Law Society accounting requirements including trust account record-keeping, disbursement itemisation, and audit preparation. Final audit sign-off is via your appointed trust account auditor.
What does XIntelliSync cost for law firms?
Starter: $97/month (50 agents, first month $48.50). Growth: $297/month (100 agents, first month $148.50, includes payroll). Enterprise: $497/month (150+ agents, first month $248.50). No per-matter or per-solicitor fees.

Related pages

Compliance regimes for Legal Services

The Learn Centre pillars covering the regulatory regimes most relevant to Legal Services businesses. Each pillar tells you upfront what XIntelliSync prepares vs what stays your obligation.

Privacy Act / APP / NDBDirector ID / ASIC ComplianceBAS / GST / TPAR ComplianceAll 8 clusters in the Learn Centre

Your Legal Services OS. Live in under 10 minutes.

No setup fee. First month 50% off. Trust account tracking, practising certificate management, and BAS configured for your practice in under 10 minutes.

The Trust Stack

34 compliance frameworks. Your data passes through every framework your industry is audited by.

Every AI action runs through 356 XGVS gates — BAS, STP Phase 2, GST, Payday Super, Privacy Act, Fair Work with 121 awards, Essential 8, and more. One gate fails, the action halts and tells you why.

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