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CounselOS
by CounselOS
What CounselOS is
CounselOS is web-based legal practice management software for Australian law firms, covering matters, clients, documents, billing, trust money, and compliance dates. Its AI assistance can help draft, research legal issues, review contracts, prepare billing descriptions and client updates, and create matter briefings; outputs remain subject to human review. The platform includes Australian trust accounting, reconciliation support, and a calendar for practising certificates, limitation dates, CPD, and costs disclosure. Clients can use a portal to view matter updates, documents, and invoices, with online payment available when a firm enables billing. Firms can enable bank feeds, e-sign, Xero or MYOB office accounting, and cloud file services after onboarding; publisher research access requires a signed arrangement. CounselOS says data stays in Australia, with hosting in Sydney and recovery document copies in Melbourne. Sensitive matter content is encrypted at rest, traffic uses TLS, and firm data is separated at database and application levels. Plans include Solo at $149 a month and Small at $399 a month.
Who it suits
CounselOS is intended for Australian law firms, from sole practitioners and smaller teams to larger firms. Its per-matter option may suit firms seeking the Solo tier's features without fee-earner caps.
What it does well
- Includes Australian trust accounting and reconciliation support.
- AI outputs are held for human review.
- Client portal can show documents, updates, and invoices.
- Firm data is described as remaining in Australia.
What to know first
- No free plan is listed.
- Some integrations require onboarding to enable.
- Research publisher access requires a signed arrangement.
- Immigration and OMARA features are not enabled by default.
Limits
The Solo plan costs $149 a month, billed Monthly, for 1 fee earner, up to 50 active matters and approximately 200 AI assists. Annual billing is available at 10% off; there is no free plan.
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Solo | Monthly; annual billing is available at 10% off · 1 fee earner · up to 50 active matters · ~200 AI assists | $149 a month |
| Small | Monthly; annual billing is available at 10% off · Up to 8 fee earners · up to 200 active matters · ~1,500 AI assists | $399 a month |
| Mid | Monthly; annual billing is available at 10% off · Up to 30 fee earners · up to 1,000 active matters · ~8,000 AI assists | $999 a month |
| Per matter | Monthly; no minimum · No fee earner caps · includes everything in the Solo tier | $49 a month |
| Enterprise | Annual contract option (10% discount) · Unlimited fee earners · unlimited active matters · 30,000+ AI assists | On request |
As counselos.au lists them, read 11 Oct 2026. The maker's own page has the final word.
Getting started
- Open the CounselOS website
- Start the free trial
- Use the web platform
- Choose a Solo, Small, Mid, Enterprise or per-matter plan
- Complete onboarding to enable integrations and firm-specific features
- Migrate from FilePro or LawMaster with the assisted migration path
Verdict
CounselOS combines legal matter management, trust accounting, compliance dates, and AI assistance for Australian practices. Its listed monthly plans begin at $149 a month; annual billing is available at 10% off.
Questions
Does CounselOS have a free plan?
No. A free trial is available, while the pricing model is paid.
Which platforms does CounselOS support?
CounselOS is available on the web.
What does the Solo plan include?
Solo costs $149 a month billed Monthly, with 1 fee earner, up to 50 active matters and approximately 200 AI assists. Annual billing is available at 10% off.
Can clients pay through CounselOS?
The client portal can support online payment when the firm enables billing. Card payments are supported.
Does CounselOS support trust accounts?
Yes. It includes Australian trust accounting, trust movements logging and reconciliation tools.
Where is firm data hosted?
CounselOS says firm data is hosted in Sydney, with document copies in Melbourne for disaster recovery, and is not moved outside Australia.
Facts from CounselOS's own pages
- AI data protections
- CounselOS says client identifying details are shielded before outside AI services are used, and certain highly sensitive matter types are blocked from external providers. · counselos.au, 11 Oct 2026
- AI features
- AI assists with drafting, legal research, contract review, billing descriptions, client updates, and matter briefings, with outputs held for human review. · counselos.au, 11 Oct 2026
- Audit
- AI use, trust movements, and administrative actions are logged with actor and time details, and the audit log can be exported. · counselos.au, 11 Oct 2026
- Client portal
- The client portal lets clients view matter updates, documents, and invoices, and supports online payment when the firm enables billing. · counselos.au, 11 Oct 2026
- Company
- CounselOS describes itself as a small Melbourne team with Australian legal technology backgrounds and a principal solicitor as product advisor. · counselos.au, 11 Oct 2026
- Encryption and isolation
- Sensitive matter content is encrypted at rest, traffic uses TLS, and firm data is separated at the database and application layers. · counselos.au, 11 Oct 2026
- Free plan
- No · counselos.au, 20 Sept 2026
- Headquarters
- Melbourne, Victoria, Australia · counselos.au, 28 Sept 2026
- Integrations
- Bank feeds, e-sign, Xero/MYOB office accounting, and cloud file connections such as OneDrive or SharePoint are enabled per firm after onboarding; live research publisher access requires a signed arrangement. · counselos.au, 11 Oct 2026
- Migration
- CounselOS offers migration tooling for firms leaving FilePro and LawMaster and describes an assisted five business day migration path. · counselos.au, 11 Oct 2026
- Notable limits
- Immigration and OMARA features are enabled per firm or agency after onboarding and are not included on every account by default. · counselos.au, 11 Oct 2026
- Purpose
- CounselOS is Australian legal practice management software for matters, clients, documents, billing, trust money, and compliance dates, with governed AI assistance. · counselos.au, 11 Oct 2026
- Security
- Firm data is hosted in Sydney, document copies are held in Melbourne for disaster recovery, and the company says customer data is not moved outside Australia. · counselos.au, 11 Oct 2026
- Support
- The pricing page lists Australian support with a four-hour response for the Small tier. · counselos.au, 11 Oct 2026
- Target customers
- CounselOS is built for Australian law firms, with Solo and Small tiers aimed at sole practitioners and smaller teams, and Mid and Enterprise tiers for larger firms. · counselos.au, 11 Oct 2026
- Trust and compliance
- The platform includes Australian trust accounting, reconciliation support, and a compliance calendar for practising certificates, limitation dates, CPD, and costs disclosure. · counselos.au, 11 Oct 2026
Where CounselOS stands on Freedom251
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