For finance
For clients
Unify and optimize your firm with cloud-based legal practice management software
Run matters with financial control, operational clarity, and confidence. evergreen is the single source of truth for matters, financials, compliance, and client information, replacing disconnected point tools with one governed legal practice management software. Data captured once flows through matter management, billing, and reporting, cutting duplicate entry and the manual coordination that slows fee earners, finance, and operations down. Matters, billing, payments, and workflows stay accessible securely from anywhere, on web, mobile, or Microsoft Teams.
Get one system for matters, billing, and financial control
At the heart of the Microsoft Industry Cloud for Law Firms is evergreen, an integrated cloud-based legal practice management software built on Microsoft Dynamics 365. evergreen unifies client intake, matter management, fee earner activity, billing, and compliance into one record, with no reconciliation needed between separate tools.
By centralizing legal, billing accounting, and operational workflows in one system, evergreen reduces manual effort, shortens billing cycles, and improves visibility across matters. WIP, lockup, realization, utilization, and profitability form the operational KPI set firm leadership tracks from connected data rather than month-end spreadsheets. Information captured once at intake flows directly through matter management, billing, and reporting without re-entry at each stage.
Firms consolidating from fragmented legacy systems experience this shift directly: the firm that replaced 11 legacy systems with the Microsoft Industry Cloud for Law Firms moved from separate, reconciled tools to a single governed record across finance, matter management, and reporting.
“Capitalize on the AI capability built into the evergreen platform, not a separate point solution layered on top for the IT team to manage. Power Automate, Power BI, and Copilot are part of the same Microsoft stack that powers matter management, billing, and reporting, so automation and AI extend the existing system rather than requiring a new one.”
What Mewburn Ellis describes is available to every firm running evergreen through the same Microsoft stack, not a custom build unique to one firm. Explore empower, the decision intelligence layer that extends this AI capability further.
Protect realization and reduce matter-level risk
evergreen helps law firms address the operational challenges that impact realization, compliance, and profitability, tracked through the same KPI set leadership already monitors: utilization, realization, lockup, WIP, and profitability. This is what modern law firm practice management software should enable across matters, billing, and compliance, scaling as the firm adds practice areas, offices, and headcount without re-platforming.
Operational control and better decisions come from reducing administrative effort, eliminating duplicate entry, and cutting the manual coordination between fee earners, finance, and operations that otherwise slows everything else down, supported by operational dashboards, profitability reporting, matter performance reporting, and utilization metrics, so leadership runs month-end from live data rather than manually assembled reports.
Reduce revenue leakage with matter-driven billing and financial alignment.
Accelerate invoicing with project-driven billing and financial reconciliation.
Improve realization with real-time visibility into WIP and lockup.
Strengthen compliance through embedded controls and audit trails.
Gain operational control from client intake through billing, with less administrative effort and no duplicate entry across teams.
Support better decisions with operational dashboards and profitability reporting drawn from connected matter and finance data.
Firms that connect these functions consistently report less administrative overload than firms running practice management on disconnected tools.
Track every stage from client intake to billing
From initial client intake to matter close, evergreen aligns every stage of the matter lifecycle in one connected system. Client onboarding, matter setup, time capture, billing, and financial reporting all operate from shared data.
evergreen‘s connected architecture ensures that matter activity, financial performance, and compliance status stay aligned as work progresses, with consistent intake-to-billing processes enforced by the system rather than relying on individual memory. Client communication and collaboration happen in the flow of work through Microsoft Teams, so updates, document review, and approvals stay attached to the matter record rather than scattered across separate email threads that clients and fee earners would otherwise need to track manually.
Firms running AI for collaboration within matter management keep clients informed at every stage, with the same continuity carrying through structured onboarding workflows from first intake to the matter’s eventual close.
Align every function around shared matter and financial data
evergreen supports how law firms operate day to day by giving each function the visibility it needs while keeping matter and financial data connected across the firm. Intake-to-matter handoffs happen without re-keying data, and conflicts are caught at onboarding rather than discovered mid-matter.
Business development
Connect business development and client intake to matter tracking and billing so teams manage the prospect to cash workflow with consistent firm-wide processes. Digital intake forms, automated conflict checks, and structured onboarding workflows mean new clients and matters start clean rather than requiring cleanup after the fact.
Read how the platform enhances business development →
Matter management
Centralize matter details, including work-in-progress (WIP), outstanding debt, fees, disbursements, and recent activity, with tracking from client intake to invoicing.
Learn about the platform’s features for matter management →
Finance
Streamline financial management with e-billing, grouped adjustments, and automated write-offs, with clear visibility across billing and reporting.
Discover how the platform powers finance management →
Talent management
Support fee earner tracking and billable utilization visibility with role-based insights that help teams monitor performance and workload.
Learn how evergreen optimizes talent management →
Set up matters, capture time, and bill in one system
evergreen brings practice management and financial management together, so matter work stays measurable, billable, and governed within a cloud based legal practice management software.
Centralized matter management platform
Manage all matter information in one place, with complete financial and operational visibility across the matter lifecycle. evergreen centralizes matter data so partners, fee earners, finance, and operations teams work from the same up-to-date information. With time-related reminders, no workflow depends on someone remembering to check a date.
- Access WIP, fees, disbursements, document management, and life-to-date metrics.
- Track matter progress from intake through billing.
- Manage calendar and deadline obligations including court dates, filing milestones, and compliance deadlines, with automated reminders.
Automated time tracking and billing tools
Capture billable time accurately and reduce revenue leakage without adding administrative burden. evergreen connects time capture directly to matters and billing so work is recorded consistently and billed on time. Fee earners capture billable and non-billable activity throughout the matter lifecycle through passive capture, manual timers, or direct entry within Teams, whichever fits how they actually work. Time captured once flows directly into WIP, billing, and utilization reporting without separate re-entry at each stage.
- Automatically record time against matters.
- Generate accurate, client-ready invoices.
- Track unbilled disbursements consistently.
This builds on AI-powered time capture and connects directly to billing process enhancements across the platform.
Flexible invoicing and pricing options
Support a wide range of billing arrangements while maintaining control and consistency. evergreen enables firms to configure pricing models that align with client expectations and matter requirements.
- Configure fixed fees, unit billing, and headline rates.
- Apply discounts and fee allocation rules consistently.
- Align billing structures to specific matters.
Integrated financial management capabilities
Maintain accurate, aligned financial data across matters, billing, and reporting. evergreen connects legal accounting and financial records, supported by document automation for consistent matter records, to support transparency, control, and audit readiness.
- Support cash-based and accrual accounting.
- Use e-billing and grouped adjustments.
- Automate write-offs and billing corrections.
A connected cloud platform you control
evergreen brings together client intake, matter management, fee earner tracking, billing, and compliance in one secure, connected platform. Unlike fragmented tools or vendor-owned SaaS, evergreen runs in your own tenant, giving you enterprise-grade control, governance, and transparency across legal operations.
Beyond the Microsoft ecosystem, Dynamics 365 and Power Platform connectors extend integration into other legal and business applications the firm already uses. Secure access to matters, billing, and workflows extends to web, mobile, and Teams, and the cloud deployment model means continuous updates and elastic scalability without infrastructure overhead falling on the firm’s IT team.
One unified platform
Connect practice management and financial management with shared data, consistent workflows, and end-to-end visibility across the prospect to cash workflow. Automated approvals, notifications, and matter workflows run through Power Automate, and the same platform supports growing firms across multi-office and multi-entity operations without re-platforming as the firm scales.
Your data. Your tenant
evergreenis deployed within your Microsoft Azure tenant, giving you full control over access, ownership, data residency, and compliance configurations.
Enterprise-grade security and compliance
evergreeneverages Microsoft Azure's security and compliance capabilities to protect sensitive client data, with ethical walls and compliance checks that support confidentiality and regulatory expectations across the firm.
This tenant-deployment model is the governance answer to vendor-owned SaaS, supported by sa.global’s Microsoft partner credentials.
FAQs
What is evergreen, and how does it benefit law firms?
evergreen is a cloud-based legal practice management software designed to streamline law firm operations. It integrates client intake, matter management, billing, and compliance, enhancing efficiency and profitability.
How does evergreen support law firm financial management?
evergreen simplifies law firm billing accounting by offering tools for cash-based and accrual accounting, e-billing, automated write-offs, and real-time financial tracking. It ensures transparency and accuracy in billing, invoicing, and reporting.
What are the key features of evergreen's matter management tools?
evergreen provides cloud-based matter management tools that centralize all matter details, including work-in-progress (WIP), fees, disbursements, and compliance alerts. It allows seamless tracking from client intake to billing.
How does evergreen enhance legal operations?
evergreen integrates commonly used applications for onboarding, time tracking, collaboration tools, and more in the flow of work of fee earners or attorneys, all within Microsoft Teams. This helps improve productivity, eliminate manual errors, maximize billable hours, and improve overall efficiency, benefits that you can expect from the best law practice management software.
Can evergreen be used for integrated practice management?
Yes, evergreen is an integrated cloud-based legal practice management software that connects CRM, ERP, and HCM capabilities. It enables law firms to manage processes like business development, matter management and tracking, and financial reporting on a single platform.
What makes evergreen’s cloud-based legal practice management software secure?
Built on Microsoft Azure, evergreen ensures the security of client data with advanced compliance features, ethical walls, and real-time monitoring. It’s a reliable law practice management software that helps enhance the efficiency of client relationship management as well.
How does evergreen help in reducing revenue leakage?
evergreen’s matter management tools and automated billing and billing collaboration features accurately capture billable hours and disbursements, minimizing errors in invoices and ensuring no revenue is left unaccounted for.
What is cloud-based legal practice management software?
Cloud-based legal practice management software connects client intake, matter management, time capture, billing, payments, and financial reporting in one hosted platform accessible from anywhere, rather than relying on separate on-premise tools or disconnected point solutions. Firms gain a single source of truth for matter and clients instead of reconciling figures across systems that don’t talk to each other.
What features should law firms look for in legal practice management software?
The core capabilities to look for are centralized matter management, automated time capture, flexible billing and invoicing, integrated financial management, document management with version control, task and deadline tracking, and secure client communication. Platforms that connect these functions into one record, rather than offering them as separate modules requiring manual reconciliation, deliver the operational efficiency firms are actually evaluating for.
Can legal practice management software support different practice areas and firm sizes?
evergreen adapts across practice areas and firm structures rather than enforcing a single configuration. Pricing models, matter workflows, and reporting structures are configurable to match how a litigation practice, a transactional practice, or a multi-office firm with mixed practice areas actually operates, scaling from single-office firms to global, multi-entity operations on the same platform.
How does evergreen handle document management and version control?
Matter documents are stored and tracked within the same connected system used for matter management, billing, and time capture, with document automation generating consistent file naming and folder structures at matter setup. Fee earners find every matter document from the matter record itself rather than searching a separate document management silo, and version control prevents the conflicting edits and outdated copies that circulate when documents are shared over email.
Does evergreen support secure client communication and collaboration?
Yes. Client communication happens through secure channels connected to the matter record, including Microsoft Teams, so updates, document sharing, and approvals stay attached to the relevant matter rather than scattered across separate email threads. Clients interact through a governed environment rather than informal channels. This connects to AI for collaboration within matter management.
Can evergreen integrate with applications beyond the Microsoft ecosystem?
Yes. While evergreen is built natively on Microsoft Dynamics 365, Dynamics 365 and Power Platform connectors extend integration to other legal and business applications a firm may already run, rather than requiring the firm to replace every adjacent tool.
How does evergreen support data migration from legacy practice management systems?
Data migration is a managed part of the sa.go! deployment path rather than something a firm handles independently. Matter, client, billing, and financial data from legacy systems is migrated as part of the structured three-month implementation timeline, reducing the risk and disruption that typically delay firms from replacing outdated practice management systems.