Practice management software
Ulpian and practice management software
Practice management software holds matters, contacts, time and billing. It is the firm's administrative base. Ulpian covers that scope and adds agents that prepare the work: proposed time, deadlines found, pre-invoices, reminders and draft documents, which you accept or correct.
What you will see in Ulpian
Fictitious matter, sample data.
The same gesture, two ways of doing it
On the left, the work moves from one tool to another. On the right, it stays in the matter.
From one tool to another
- Export the matter's documents
- Copy them into the AI tool
- Paste the answer into a document
- Re-enter the time spent
In Ulpian
- The question starts from the matter, with your rights
- The answer cites the matter's documents
- The document is prepared in the matter
- Time is proposed, then approved
From the day's time to a matched payment
The day's activity becomes proposed time entries, then a pre-bill, a QR-bill and a payment matched against the bank. Each step advances as you scroll.
- The day's activity
- Time accepted
- Pre-bill
- QR-bill
- Payment matched
- DocumentContract revised in the Acme matter35 minProposed
- CallCall with the client25 minProposed
- RunLease reviewed by an agent15 minProposed
- Rate: CHF 360 an hour
Invoice 2026-118
- Contract revised in the Acme matter
- CHF 210.00
- Call with the client
- CHF 150.00
- Lease reviewed by an agent
- CHF 90.00
- Fees
- —
- VAT 8.1%
- —
- Total
- CHF 0.00
Matched with invoice 2026-118
Example amounts. Online payment is on the roadmap; here, the client pays by bank transfer, and the imported bank statement matches the payment with the invoice.
What this software does well
- 01
Administration
It has long held matters, contacts, time and invoices.
- 02
The firm's habits
Teams know it, and it is often adapted to local practice.
| Practice management software | Tool in this category | Ulpian |
|---|---|---|
| Matters, contacts, time and invoices | Yes | Yes |
| Swiss QR invoices and VAT | Depends on the vendor | Yes, with the Swiss chart of accounts |
| Automatically proposed time | Depends on the vendor | From the day's documents, calls and runs |
| AI on matters | Depends on the vendor | Assistant and agents that read the matter with your rights |
| Bank reconciliation | Depends on the vendor | Statement import and matching, including partial payments |
| Bringing existing data | Depends on the vendor | Import assistant from a file or common practice management software |
When Ulpian is the right choice
- Your current software offers no AI, or an AI that does not read your matters.
- You lose unbilled time, and invoices go out weeks late.
- You want management, documents and AI in one platform.
When to keep your current software
- Your contract runs for a long time yet and switching would cost more than it brings this year.
- Your software is linked to internal tools you cannot move. In that case, let us discuss possible integrations with Enterprise.
Statuses reflect the platform as it is today.
Matters
AvailableParties, contacts, documents, time, invoices, notes and journal, under the firm's access rights.
Open the workspaceTime recording
AvailableTimer, quick entry and time suggestions from the day's documents, calls and runs.
Open the workspaceInvoices
AvailableReviewed pre-bills, PDF invoices, Swiss QR-bill, credit notes and e-invoices (Factur-X, XRechnung, UBL, FatturaPA, LEDES).
Open the workspaceBank
AvailableStatement import and matching of payments to invoices, including partial payments.
Open the workspaceAccounting and VAT
AvailableChart of accounts, journal, VAT figures per period and export to your accounting.
Open the workspaceAgent team
AvailableIntake, conflicts, billing, collections, deadlines, review, research and client updates: each agent has a role, limited tools and a budget.
Open the workspace
Frequently asked questions
Can I bring my existing matters?
Yes. The import assistant brings contacts, matters, time and open invoices from a file or from common practice management software.
Does Ulpian work outside Switzerland?
Yes. The core of the platform does not depend on any country. Firms in the European Union, the United Kingdom, the United States, Canada, Australia and New Zealand use PDF or electronic invoicing and accounting export.
See it on a matter that looks like yours
The diagnostic shows you in three minutes where your firm loses time. The call shows you Ulpian on a typical matter, in twenty-five minutes.