Practice management your trust account can rely on.
Haly runs the whole firm — matters, time, billing and trust accounting — with security and trust-correctness built into the foundation. Fairer-priced, and made for Canadian firms.
No trust money touches the browser. Ever.
Active matters
78
Outstanding
$308k
Trust held
$1.2M
The platform
Everything a Canadian firm runs on
One calm, role-aware workspace — not ten disconnected tools.
Matters & contacts
Every matter carries multiple parties and roles, conflict screens, deadlines and a live activity trail — not a single client field.
Trust accounting
Per-client, per-matter ledgers that can never go negative and never commingle. Append-only entries, three-way reconciliation, period locking.
Time & billing
Timers and quick entry, realization at a glance, invoices on your operating rail with card payments built in.
Client portal
A constrained, separate trust zone where clients see their case, documents and balance — and nothing of anyone else’s.
Vault & documents
Matter-scoped document storage with the same deny-by-default access rules as the rest of the firm.
Insights
Collections, outstanding A/R, practice-area mix and realization — the numbers a firm owner actually checks on Monday.
Built for the whole firm
Everyone gets the right view
One permissioned platform tailored to each role — not a separate tool for every job.
Lawyers
Open matters with every party and deadline, capture time as you work, and authorize trust disbursements with a clear conscience.
Paralegals & clerks
Track limitation periods, prep documents and move matters forward — with access scoped to the files you’re actually on.
Bookkeepers
Run three-way reconciliation, lock closed periods, and export an audit-ready trail without chasing anyone for numbers.
Reception & intake
Log inquiries, run conflict checks and book the first call — the tidy front door to every new matter.
Your clients
A separate, locked-down portal where each client sees only their own case, balance and shared documents — and nothing else.
Why Haly
Made for Canadian firms, priced like it
The differences that matter when the books have to be right.
Canadian by construction
Not a US platform with a maple leaf bolted on. Your data stays in Canada, privacy is engineered to the strictest Canadian standard, and trust follows your law society’s rules.
Trust that can’t drift
The ledgers a law society audits are append-only and reconcilable to the cent. A disbursement that would overdraw a client simply can’t post.
One fair price, fully loaded
A single annual price per firm — trust accounting included, no per-seat math and no per-transaction skim on your trust deposits.
Calm by default
Security, MFA and tenant isolation are structural, so there are fewer switches to get wrong and one quiet workspace instead of ten browser tabs.
How it works
Up and running in an afternoon
Set up the firm, run the work, bill with confidence.
Set up your firm
Add staff with the right roles, switch on the modules you use, and set your province — tax and trust rules follow.
Run matters and time
Open matters with all their parties, track deadlines and limitation periods, and capture time as you work.
Bill and reconcile
Send invoices, take payment, and run three-way trust reconciliation with confidence at month-end.
Pricing
Straightforward, firm-based pricing
One annual price per firm — no per-seat math. Every plan includes trust accounting.
Solo
Everything a solo lawyer needs to run a tidy, compliant practice — including trust.
Single practitioner
- Matters, contacts & conflict checks
- Time tracking & invoicing
- Trust accounting & three-way reconciliation
- Deadlines & limitation-period tracking
- Document vault
- Bilingual, MFA & Canadian-hosted
Growing firm
For firms adding staff, clients and a trust workflow that has to hold up.
Up to 10 lawyers & staff
- Everything in Solo
- Client portal & secure messaging
- Insights & financial reporting
- Role-based access & ethical walls
- Online retainers paid to trust
- Priority support
Established firm
Unlimited seats and the governance controls a larger practice expects.
Unlimited seats
- Everything in Growing firm
- SSO & advanced session controls
- Audit-log export & compliance evidence
- Onboarding, data migration & training
- Dedicated success manager
Prices in CAD, billed annually. Applicable taxes extra. No setup fees, no per-transaction charges on trust.
FAQ
Questions firms ask first
Is my data stored in Canada?+
Yes. Haly runs in the Canadian region (ca-central-1) and is engineered to the strictest Canadian privacy standard, with PIPEDA as the floor.
Which provinces do you support?+
Haly serves common-law provinces today, with province-aware trust accounting modelled on each law society (Ontario By-Law 9 is our reference). Quebec — with its civil-law regime and French-first requirements — is on our roadmap; we’re not there yet.
How does the trust accounting work?+
Haly follows provincial law-society rules (Ontario By-Law 9 is our reference model): per-client and per-matter ledgers, append-only entries that can never overdraw, corrections by reversal only, and monthly three-way reconciliation with period locking. Accounts are designated mixed (pooled) or separate interest-bearing; on a pooled account your bank remits the interest straight to the Law Foundation, so that money never passes through us.
Is trust accounting switched on for every firm?+
It is included in every plan, but you switch it on deliberately — and before it holds real client funds we walk your ledger and reconciliation through your province’s by-law with a legal bookkeeper. Trust money is a client’s money and a lawyer’s licence. We would rather be slow than sorry.
Do you support French?+
Haly is bilingual from the ground up — English and French — because privacy and accessibility require it, not as an afterthought.
Can I move over from another system?+
Yes. Whether you are on a legacy desktop program, a cloud tool or a stack of spreadsheets, we help you migrate matters, contacts and balances during onboarding so you start on solid books.
Who can see what?+
Roles are enforced on the server, never just hidden in the UI. Firm staff and portal clients are separate auth contexts, so a client can never enumerate other clients, staff or matters.