Question 1

Does ClientOS give legal advice?

Accepted Answer

No. It is practice-management software. The Learn tab covers running and growing a practice only, carries a clear notice, and never strays into the practice of law.

Question 2

Can I track billable hours against a case?

Accepted Answer

Yes. Open a case, attach a Case Reference and a service, and log your hours. They feed MTD Revenue on the dashboard and the Billing Analysis report.

Question 3

Can I send invoices from it?

Accepted Answer

Yes. Set up your Business Profile once, with your logo, colours and bank details, then generate branded invoice and statement PDFs. The payment ledger tracks paid, partial and unpaid.

Question 4

Is my client data confidential?

Accepted Answer

Yes. It is encrypted on your device with AES-256-GCM, and there is no ClientOS server and no analytics. ClientOS itself sends nothing anywhere. The only exceptions are what you choose to export or sync, such as a backup file or calendar events.

Question 5

Does it work offline?

Accepted Answer

Yes, fully. ClientOS makes no network calls, so it works the same in a courthouse basement as it does at your desk.

Question 6

Can I import my existing clients?

Accepted Answer

Yes. Import from CSV, Excel or your Contacts, then add custom fields and notes. You can export to CSV or PDF at any time.

Question 7

Is there a Mac version?

Accepted Answer

ClientOS runs on iPhone and iPad today. A Mac version is coming soon. Tick the Mac box when you join the beta and we will tell you when it is ready.

Question 8

How do I join the beta?

Accepted Answer

Tap Join the beta, leave your name and email, and we will send you a TestFlight invitation. The beta is free, and sample data is included so you can explore before adding your own clients.

Cases, billable hours and client confidentiality, with no ClientOS server in the way.