Aeion Legal for Solo & Small Firm Practice
Solo attorneys and small law firms (1-10 attorneys) handle 30-200 active matters across multiple practice areas. Clio + MyCase + CosmoLex + DocuSign + QuickBooks fragmentation costs $200-600/attorney/month + ongoing per-tool friction. Aeion Legal unifies matter management + IOLTA with overdraft protection + smart conflict check with fuzzy name matching + court deadlines (CA / NY / Federal holidays built-in) + 4-tier time billing + multi-provider e-signature + LEDES export. Walkthroughs for solo practitioner, family law boutique, personal injury firm.
Solo / Small Firm Software Stack Reality
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Walkthrough — Family Law Boutique (3 Attorneys)
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Walkthrough — Personal Injury Firm
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FAQ
There's no dedicated Singularity connector for these today — migrating matters, time entries, and documents is a manual export/import process, not a native one-click connector. Plan timeline around that rather than an automated migration.
Per-state IOLTA rules. Hard overdraft protection. Three-way reconciliation. Audit-ready records for bar inspection.
Calendar-day, business-day, and court-day calculations, with per-jurisdiction local rules configurable for any state — including CA, NY, TX, and FL out of the box. Pre-loaded holiday sets (2024-2030) currently cover Federal, CA, and NY; other jurisdictions fall back to the federal calendar unless you add state-specific dates.
Not a built-in feature today. Aeion Legal tracks matters, time, trust accounting, and deadlines — CLE/licensure compliance tracking would need a separate tool or a custom collection.
Native (Aeion Client Portal), DocuSign, HelloSign supported. Per-firm preference. Honest no-op when not configured.
Yes. LEDES 1998B, 2000, and 2010 formats. Per-time-entry aggregation. Per-line-item mapping.
Yes. Per-client login. Per-matter visibility. Per-document review. Per-document signing.
Yes. Per-template variable substitution. Per-clause library. Per-practice-area templates.
Per-state rules of professional conduct. Per-conflict check. Per-fee-agreement rules. Per-state-specific guidance.
Clio Manage: $89-129/attorney/mo. Aeion: tier-based subscription, replacing that plus the separate trust-accounting, conflict-check, and court-deadline add-ons most Clio firms also pay for.
Aeion Mobile Builder ships a client-facing legal portal template (matters, documents, invoices, attorney messaging) for iOS + Android. There isn't a separate attorney-facing field app confirmed today — check current template availability before committing to an attorney-mobile rollout plan.