Your work is legal-grade.
You just aren't a law firm.
Fiduciary firms, trust centers, and other regulated organizations run legal-grade workflows every day — statutory deadlines, court-ready accountings, audit-defensible records — without a law firm's tooling. Sapphire Legal gives that work a purpose-built home.
- Quick answer
- What is Sapphire Legal for regulated practices?
- Sapphire Legal for regulated practices is Private Legal Intelligence for organizations whose work is legal at its core but who are not law firms — fiduciary firms, trust companies and trust centers, and professional guardians. It provides private legal-grade AI, statutory deadline tracking, court-ready accounting output, and audit-defensible records, deployed per organization and white-labeled, with quote-based pricing.
Business software doesn't get it. Law-firm software isn't for you.
Your operation carries legal duty without being a law firm — so you fall between two kinds of software. Generic business tools have no concept of a statutory deadline, and legal software assumes you bill hours and carry attorney matters. Neither fits.
Business tools can’t tell a statutory deadline from a reminder
An annual accounting or a notice period isn’t a calendar entry you set by hand — it’s a court-enforceable date with a statutory basis. Generic tools don’t know the difference, and a missed one is a surcharge or a removed fiduciary.
Law-firm software assumes you bill hours and carry matters
You’re not running dockets and timesheets — you’re running ledgers, trusts, and wards. Software built around billable attorney matters makes you fight its model on every screen.
Auditors and courts want a defensible record, not a spreadsheet
When a court or auditor asks where a number or a deadline came from, a spreadsheet row isn’t an answer. A citation and a full activity trail is — and that has to be built in, not reconstructed later.
Purpose-built for the way regulated work actually runs.
Each deployment leads with the workflows your organization runs on — the ledger, the trust, the ward file — as the primary experience, not a generic record with legal labels bolted on.
Fiduciary Firms
The ledger is the job.
- Asset and liability ledgers per estate or ward
- Transaction journaling with a defensible audit trail
- Court-ready fiduciary reporting and accountings
- Jurisdiction-aware statutory deadline tracking
Trust Companies & Trust Centers
Every trust. Every duty. Tracked.
- Per-trust records and beneficiary tracking
- Distribution and funding workflows
- Fiduciary duty and compliance deadlines
- Audit-defensible activity history per trust
Professional Guardians & Conservators
Personal liability, covered.
- Per-ward case files with structural isolation
- Annual accounting and inventory filings
- Statutory notice and reporting deadlines
- Court-ready output on demand
The legal-grade engine, without the law firm assumptions.
Every capability is built around statutory duty and defensibility — the things a regulated operation is actually accountable for.
Private legal-grade AI
Private legal AI grounded in 12 million legal cases — legal reasoning your compliance team can rely on, running in our own AWS account, with nothing used to train a model and nothing retained once a request completes.
Statutory deadline intelligence
Every filing, notice period, and accounting deadline carries the statute that created it — jurisdiction-aware, auto-calculated, and alerted before it slips.
Court-ready accounting output
Asset ledgers, receipts, and disbursements generate in the format courts and auditors expect — not a spreadsheet you have to reformat under deadline.
Audit-defensible records
Every action is logged with its statutory basis and a full activity history, so an audit, court review, or beneficiary challenge is answered with a citation, not a scramble.
Citation-backed research
Ask a legal question and get an answer grounded in real authority across US, UK, Canadian and Australian law, with the citations attached — research your team can stand behind.
Per-entity data isolation
Every estate, trust, or ward lives in a dedicated environment. Isolation is structural, not a permission setting someone can accidentally change.
Scoped to your organization. Talk to us.
Every Regulated Practice deployment is scoped to your workflows, your entities, and your branding. Pricing is quote-based — tell us about your operation and we'll put together the right structure.
- Purpose-built for regulated non-law-firm operations
- Fiduciary, trust, and guardianship workflows
- Statutory deadline + court-ready accounting engine
- Audit-defensible records and activity logs
- White-labeled deployment
- Custom onboarding
No calendar required — just a conversation about your operation.
Regulated practice questions.
Is Sapphire Legal only for law firms?
How much does Sapphire Legal cost for a regulated practice?
How is this different from the Law Firms tier?
Are the statutory deadlines and accountings court-defensible?
Give your legal-grade work a real home.
Tell us about your operation — the ledgers, the trusts, the wards, the deadlines you carry. We'll show you a deployment purpose-built for the way regulated work actually runs.