Run every entity, deadline, and renewal from one system.
Your boutique manages structures across jurisdictions on spreadsheets and memory. LegalFresh puts KYC, documents, renewals, and collections on one connected record per client.
Designed with teams managing international tax and cross-border legal work.
2 FILINGS DUE / 1 AWAITING KYC / 0 OVERDUE
Your practice is complex. The way you run it does not have to be.
Cross-border work multiplies systems: one for documents, one for signatures, one for billing, one for deadlines. The client journey lives in none of them.
Every client in one place
Entities, matters, contacts, and documents for each client sit on one record, not across four systems and one person's memory.
Nothing waits on a chase
Document requests, KYC items, and signatures are tracked and followed up automatically. The system chases; your team reviews.
Deadlines surface early
Filings, renewals, and review dates across jurisdictions land on one calendar with owners and lead time.
Cash follows the work
Engagement letters, invoices, and payments connect to the matter they belong to, so signed work gets billed and billed work gets collected.
One client journey, eight connected steps.
Most tools cover one slice: practice management, entity governance, registered-agent admin, or legal research. LegalFresh connects the steps between them, so the journey never leaves the system.
- 01
Lead
A prospect enters once. Source, contact, and context are captured from the first touch.
- 02
Intake & KYC
Structured intake with identity checks and risk flags, routed to a professional for review.
- 03
Documents
Requests, uploads, versions, and summaries in one room per client. AI classifies and files; your team confirms.
- 04
Engagement
Scope and engagement letters generated from the intake record and sent for signature.
- 05
Payment
Invoices issue from the signed engagement. Balances and follow-ups stay visible on the matter.
- 06
Workflows
Matter work moves through defined stages with owners, due dates, and handoffs the whole team can see.
- 07
Filings & renewals
Every recurring obligation on one calendar, with jurisdictions, owners, and lead time.
- 08
Dashboard
One view of every client: status, missing items, upcoming deadlines, open balances.
Built for the way your firm actually works.
Six practice types, one connected journey. Choose yours and see what changes first.
Built for international tax boutiques
Boutiques of five to forty professionals carry hundreds of entities across jurisdictions. The work is precise; the operations around it are scattered. LegalFresh holds the entity records, chases the documents, and keeps the renewal calendar so your professionals can do the tax work.
- KYC and document collection tracked and followed up automatically
- One renewal calendar across every jurisdiction, with lead time
- Entity records in one place instead of folders and spreadsheets
- Invoices and balances tied to the engagement and chased on schedule
AI where it helps. Professionals where it matters.
Human-controlled
AI organizes, classifies, summarizes, routes, and flags. Your professionals retain control of substantive tax, legal, and advisory decisions.
Secure by design
Access is scoped per client and per matter. Sensitive documents sit in controlled rooms, and approvals leave a record.
Connect, do not rip and replace
LegalFresh connects to the document, e-sign, accounting, and communication tools your firm already runs. You keep your systems of record; the journey between them gets connected.
How an engagement runs.
01
Diagnose
A working session on your actual client journey: where documents stall, where deadlines hide, where cash waits.
02
Map
We map your journey onto the eight steps and mark what connects first. You see the plan before anything is built.
03
Pilot
One team, one workflow, live. Real clients, real matters, measured against the manual version.
04
Expand
What holds in the pilot goes to the next team and the next workflow. Nothing spreads until it holds.
Free workflow assessment
A 20-minute working session, not a generic product demo.
Bring one workflow that hurts: intake, document collection, renewals, or billing. We map it against the connected journey and show you what would change. You keep the map either way.
Book a free workflow assessment: fractionalos.co/legal-fresh or alejandro@fractionally.co
LegalFresh by Fractionally. Designed with teams managing international tax and cross-border legal work.