Run the whole agency
in one system.

The complete platform for court reporting and transcription agencies — contractor onboarding, scheduling, worksheets, and QuickBooks invoicing, without the chasing.

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The Product

One platform.
Everything connected.

Operations & Accounting

What your staff work from every day: queues of jobs that won't move on their own, a dashboard that counts what's active and what's owed, and reports that put each period's revenue, cost and volume side by side.

Action Required queues for proceedings, transcription, accounting and team Dashboard: active jobs, today's load, month-to-date revenue, outstanding A/R White-label client portal for booking, ordering, estimates, confirmations and payment Invoices and contractor bills pushed to QuickBooks; payment status flows back Secure file storage and delivery — downloads that unlock on payment, media purged on a retention clock Deposits that hold a job until they're paid Invoice reminder and overdue emails on a schedule Reminder or overdue email straight from any unpaid invoice row Job threads: one conversation per job and team member, case files attached, staff-only notes — client threads coming soon In-app announcements to staff, team or clients Editable email templates with a send ledger and retry Field-level activity history on every job and account Autofill a booking or order from a dropped notice

Contractor Management

Everything from the invitation to the last bill: onboarding paperwork signed inside Legalancer, credentials that chase their own renewals, availability and calendars that block their own time, offers and confirmations that run themselves, and bills built from rates you set — raised by reporters on proceedings, generated at delivery on transcription.

Invite with rates, 1099 status and a document checklist pre-seeded Guided onboarding wizard on first sign-in Contractor tax paperwork generated and e-signed in-app Agreements e-signed with a certificate of signing Versioned agreement templates with redline comparison Direct deposit captured and encrypted for a one-time QuickBooks handoff Credential vault with 60, 30 and 0-day expiry reminders Document requests by secure no-login link Time off, recurring blocks, and an Unavailable switch Google, Outlook and iCloud calendars block their time automatically Workload view: who is free for any slot before you offer Reporters, videographers and interpreters bill from their own rate card Getting Paid portal with unpaid and paid bills Archive-and-restore offboarding that cuts access everywhere

Court Reporting Module

End-to-end proceeding management — booking, coverage, confirmations, the session itself, worksheets, orders and exhibits — with offers, invitations, confirmations, reminders and bill requests emailed for you.

Online booking by the firm, or from your own drawer Pulse, Request or Assign coverage per service, with as many seats as you need Offer acceptance straight from the email link, no login needed Hold queue: anyone still holding an offer can take a seat the moment it opens Reporter and client confirmations two days out Reschedule requests from clients with approve or reject Zoom meeting built from the job, conflict-checked across accounts Cloud recordings captured onto the job Post-session worksheets whose ordered items become orders from a pre-filled drawer Exhibit requests to counsel with auto-nudging upload links Exhibit stamping, numbering and renaming Change and signature sheets flagged the moment they're uploaded Late cancellations stay billable Optional payment-on-delivery hold per order Saved location library with directions and parking notes

Transcription Module

A production pipeline from intake to delivery: optional first drafts on your own template, typist and editor seats, automatic page counts, and one step that raises the invoice and a bill for each linked contractor.

Client ordering with a live running estimate Estimate approval by email link Optional first drafts generated on your own .docx template Clients mark the ranges they need; you type and bill only those minutes Typist and editor seats with a return-for-revision loop Workload capacity view before you offer Upload is the submission — pages counted automatically Split large jobs into child jobs with one invoice One-step finalize: invoice plus a bill for each linked contractor Optional payment-on-delivery transcript lock Rate edits never re-price a transcription already placed Media purged automatically after the job closes Coming soon — Legalancer for Word: QA findings your team resolves inside Word before you process the job Coming soon — web-based transcript editor

Reports

Fifteen reports across court reporting and transcription, all driven by one period picker — this month against last by default — so the numbers an owner asks for are a click away, not a bookkeeper request.

Fifteen accounting reports, each period against the last Financial summary: gross and net revenue, total cost, operating margin Per-job financials: invoiced, billed and net on every job Client and company profitability on transcription work Team member statements: jobs, pages, cost and the margin on the jobs they touched Jobs, orders and suborders closed in the period, with billing status Invoices and bills ledgers across both service lines Activity: created against completed, per day First-draft cost per file, estimated against realized Dashboard tiles: active jobs, today's load, month-to-date revenue, outstanding A/R

Native Integrations

Every connection is built in — no exports, no third-party connectors.

Accounting & Payments

QuickBooks Online Invoices & bills pushed when generated; payments flow back
QuickBooks Payments Pay from the portal, or from the invoice email with no login

Video Conferencing

Zoom Meetings, invites & recordings from the job
Microsoft TeamsPlanned Remote proceedings

Automation

Rev AI First-draft transcripts from audio
Claude The model behind autofill and transcript QA, run on Amazon Bedrock inside Legalancer's environment
AI Assist Runs on our own private AI instance inside Legalancer's environment — documents never go to an outside AI service
Legalancer for WordComing Soon Transcript QA inside Word

Email

Postmark Per-recipient delivery tracking — delivered, bounced, retried

Calendars

Google, Outlook, iCloud Team calendars block their time (read-only)

Storage & Maps

Amazon S3 File storage & delivery, media purged on a retention clock
Mapbox Address validation & venue maps

Invoicing, contractor bills and online payment run through a connected QuickBooks Online company; online payment needs QuickBooks Payments on that account.

Security

Legal work involves confidential case files and contractor tax details. This is what actually protects them.

Two-factor authentication with an authenticator app Bank details and staged tax IDs encrypted, decrypted only for the QuickBooks handoff, every reveal logged Signed tax forms and agreements hashed and tamper-evident No-login links that expire on their own when the work is done Case files shown to team members by role Four-role permissions: admin, manager, team, client Login history and field-level audit log on every account Media purged automatically after a job closes AI Assist runs in Legalancer's own AWS environment — documents never go to an outside AI service Tax IDs, bank details and integration tokens encrypted at rest (AES-256-GCM)

Built For

Built for court reporting agencies and transcription companies that run on contractors.

47
Proceedings Scheduled
2
Unconfirmed · 48h
1
Coverage Gap
Ellsworth v. Cascade Property Group Mar 5 · 10:00 AM Reporter A CONFIRMED
State v. Brennan — Day 3 Mar 6 · 09:00 AM Reporter B CONFIRMED
Morrison Deposition Mar 7 · 01:00 PM Pulsed to 6 NEEDS REPORTER
Chen v. Pacific Capital Mar 10 · 10:30 AM Reporter C CONFIRMED

A deposition comes in from the firm's portal or your booking drawer. Pulse finds the reporters who match the location type and travel radius, you send the offers in one go, and the first to accept takes the seat. Two days out, the reporter and the attorney each confirm from a link. When the session ends the worksheet request goes out; once the worksheets are in, each item ordered at the table becomes an order from a pre-filled drawer, and every billable reporter gets a bill request quoting their hours.

134
Jobs This Month
$41,200
Gross Revenue
62%
Operating Margin
Hartwell Medical v. Pacific Rim Editor A Feb 21 · Editing EDITING
Pierce Co. v. Lundstrom First draft ready Feb 21 · Due Mar 3 IN QUEUE
State v. Okafor — Sentencing Editor C Feb 20 · Invoice paid DELIVERED
Nguyen Arbitration Vol. 4 Typist D Feb 20 · Due Mar 7 EDITING

Firms order from your portal with a live estimate, or you create the job yourself — drop the notice on the form and it pre-fills. Typists and editors take their seats from an offer email — and on the jobs where you want a head start, generate a first draft on your own transcript template. The upload is the submission; pages are counted automatically. Deliver once: the client invoice and a bill for each QuickBooks-linked contractor go to QuickBooks in the same step, and with payment on delivery the transcript unlocks when the invoice is paid.

12
Active Jobs
$8,240
This Month
↑ 18%
vs last month
Deposition — Harris v. Meridian Transcription Feb 21 EDITING
State v. Calloway — Vol. 2 Transcription Feb 19 DELIVERED
Garcia Arbitration Hearing Court Reporting Feb 18 INVOICED
In re: Whitmore Estate Transcription Feb 17 DELIVERED

The same system, sized for one person. Start with transcription or court reporting, track every job, invoice every client through QuickBooks Online, and deliver every file from one place — then add reporters and typists when the work outgrows you.

How a deposition moves through Legalancer

  1. ScheduledThe firm books it in their portal, or you do from the booking drawer.
  2. CoveredYou pulse or assign; Legalancer sends the offers to the reporters in range, and the first to accept takes the seat.
  3. ConfirmedTwo days out, the reporter and the attorney each confirm from a link. Anyone who hasn't lands in Action Required.
  4. Worksheet, orders & invoicingThe worksheet request goes out at session end. Ordered items become orders, the invoice pre-fills from them, and reporters bill from their rate card.
  5. Paid & deliveredPayment status comes back from QuickBooks on its own; with payment on delivery, files unlock the moment the invoice is paid.

Legalancer does this step itself

How a transcript moves through Legalancer

  1. OrderedThe firm orders in your portal with a live estimate, or you create it. Estimates go out for approval by link.
  2. AssignedTypist and editor take their seats from an offer email. On jobs where you want a head start, generate a first draft on your template.
  3. Transcribed & editedThe upload is the submission — pages counted from the file. The editor returns it with a reason on record if it needs another pass.
  4. Finalized & invoicedOne step drafts the invoice and each linked contractor's bill, pushes them to QuickBooks, and emails the invoice with a pay link.
  5. Paid & deliveredPayment status comes back from QuickBooks on its own; with payment on delivery, the transcript unlocks the moment the invoice is paid.

Legalancer does this step itself

How a job moves through Legalancer when the team is you

  1. BookedClients book a deposition or order a transcript in your portal, or you enter it yourself.
  2. ConfirmedThe client confirms from a link two days out; a remote job gets its Zoom meeting built for it.
  3. ProducedGenerate a first draft when it helps. Upload your finished file and the pages are counted for you.
  4. InvoicedOne step drafts the invoice, pushes it to QuickBooks, and emails it with a pay link.
  5. Paid & deliveredPayment comes back from QuickBooks, and with payment on delivery the files unlock themselves.

Legalancer does this step itself

Our Solutions

The work that's killing your margins isn't the work.

It's the chasing — the contractor paperwork that never comes back, the reporter who hasn't confirmed, the worksheet that arrives as a text message, the invoice built by hand, the check nobody has followed up on. Legalancer takes each of those off someone's desk.

Without Legalancer

Onboarding a reporter is a packet of PDFs and a follow-up email.

Tax forms, NDA, rate agreement, license copy, bank details — sent by email, returned by scan, half of it missing, all of it in someone's inbox.

With Legalancer

New contractors finish everything in one sitting.

On first sign-in a guided wizard walks them through it: tax paperwork generated and e-signed in-app, your agreements signed with a certificate of signing, credentials uploaded, direct deposit entered and encrypted. Anything skipped stays flagged on their record until it's done.

Without Legalancer

You learn a license lapsed from the client.

Certifications and insurance certificates sit in a shared folder. Nobody checks the dates until a firm asks why their reporter isn't current.

With Legalancer

Expiring credentials chase themselves.

Every license, certification and insurance certificate carries an expiry date. Reporters are emailed at 60 days, 30 days and on the day, with a Renew button in their portal. Anything lapsed lands in your queue — and a snoozed alert comes back the moment that reporter is booked.

Without Legalancer

Covering a deposition is a round of texts.

Someone messages five reporters, waits, messages five more, and hopes none of them are two hours out of range. The 10 AM still says Unassigned at 4 PM.

With Legalancer

Offer it to the reporters who can actually take it.

Pulse finds only the reporters who match the location type, sit inside their own travel radius, and haven't blocked out the time — for interpreters, the language too — and offers the job to all of them in one go. First to accept takes the seat; if it opens up again, anyone still holding an offer can take it.

Without Legalancer

The day-before phone tree.

Someone calls every reporter and every attorney the day before to ask whether the deposition is still on. Miss one and you find out at 9 AM.

With Legalancer

Confirmations ask, chase, and flag on their own.

About two days out, each accepted reporter and the client get a one-click confirmation link, with a reminder the next day. Anyone who hasn't answered is flagged on the job and in Action Required.

Without Legalancer

Job details live in text messages.

The room change is in a text, the parking note is in an email, the "which exhibit?" question is in someone's voicemail. When the reporter asks again, whoever answers starts from scratch.

With Legalancer

One thread per job. Everyone at the office can see it.

Every job carries a conversation with each team member on it — the case and its files already attached, every staff member reading the same history. Declines, returns and submission notes post themselves, and staff-only notes stay off the team member's screen. Coming soon: the client joins the same thread, so the whole job is one conversation.

Without Legalancer

Orders taken at the table get phoned in later.

Reporters jot attendance and copy orders on the notice. Ops re-keys what they remember, the hours arrive in an email, and a copy order for opposing counsel goes unbilled.

With Legalancer

Worksheets are requested the same day. Bills quote the hours.

When the session ends, every reporter and videographer is emailed a worksheet request and reminded daily until it's filed. Each ordered item becomes an order from a pre-filled drawer — nothing re-keyed — and once the worksheets are in, every billable team member gets a bill request quoting their own hours, billed from the rate card you set.

Without Legalancer

Invoicing is a weekly project, not a button.

Page counts come from the typist's word, the invoice is built by hand, the reporter's bill is re-keyed from an email, and someone marks things paid after checking the bank.

With Legalancer

Deliver once. Invoice, bills and payment status follow.

Page counts are read from the transcript file itself. Delivery drafts the client invoice and a bill for each QuickBooks-linked contractor from them, and pushes them to QuickBooks in one step. On depositions, the invoice pre-fills from the worksheet's orders and your rate lines. When the client pays, QuickBooks tells Legalancer — nobody marks anything paid.

Without Legalancer

Transcripts go out. Then you chase the check.

Files are released on delivery, reminders live in a tickler file, and collections is whoever has a spare hour.

With Legalancer

Files unlock when the payment lands.

Payment on delivery holds the download until the invoice is paid. Clients pay online through QuickBooks from the invoice email or the portal, and the transcript unlocks in the same moment. Reminder and overdue emails go out on schedule, and every overdue invoice sits in one queue.

Without Legalancer

Client communication lives in your inbox.

Attorneys email for status, quotes go back and forth for days, files arrive through links that expire, and payment questions go to whoever picks up the phone.

With Legalancer

Clients book, approve, upload, confirm and pay themselves.

Law firms book depositions and order transcripts with a live estimate, approve a quote from an email link, confirm sessions, drop files through a no-login link you send them, and pay from the portal. A paralegal can order for three attorneys and the invoice still reaches accounts payable.

Without Legalancer

Every audio file starts from a blank page.

Your transcriptionists are at capacity, and the only way to take more volume is to hire more people.

With Legalancer

Generate the first draft. Your team perfects it.

Turn it on for a job and a first draft comes back on your own transcript template. Its cost shows on the job next to the bills and the invoice, so the margin is never a surprise. And clients can mark just the ranges they need, so your typists type — and you bill — only those minutes. Coming soon: Legalancer for Word, a native add-in that flags likely wrong words, spelling, speaker and house-rule slips inside the team member's document so they fix them before the transcript reaches you.

Without Legalancer

You learn the month's margin from your bookkeeper, later.

Revenue is in QuickBooks, reporter costs are in emails, transcription tools are on a vendor invoice. Nobody knows which clients or typists actually make money.

With Legalancer

Margin on every job, and reports that put this month against last.

Every job shows what was invoiced, what was billed and what's left. Fifteen reports run on one period, this month against last: operating margin, the accounts that make up most of your revenue, and — on transcription — cost per page and which clients and team members are profitable.

Request a Demo

See what structured workflow actually looks like.

We review every demo request personally. If your firm is a strong fit, we'll schedule a 30-minute live walkthrough tailored to your operation — no generic slide decks.

  • 30-minute focused walkthrough — your workflow, your questions
  • We'll map your current process and show exactly where Legalancer fits
  • No sales pressure. If it's not a fit, we'll tell you.
  • Limited slots — reviewed on a rolling basis
  • Best for teams with consistent monthly job volume and active client billing
  • Invoicing runs through QuickBooks Online — bring your QuickBooks admin login

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