Run the firm with certainty.
Matters, trust, billing and compliance — connected in one precise Canadian platform for client work and client money, with safeguards built into every workflow.
No trust money touches the browser. Ever.
Everything a Canadian firm runs on
One calm, role-aware workspace — not ten disconnected tools.
The firm at a glance
Active matters, outstanding receivables, trust held and what needs attention today — the numbers a firm owner checks first, in one place.
- Active matters and unbilled time
- Outstanding and overdue receivables
- Trust held across every client
Built for the firms that carry Canadians through their most important moments.
Money that cannot drift
Per-client, per-matter ledgers reconciled to the cent — modelled on your law society’s rules, not a US workaround bolted onto a foreign product.
- Ledgers that can never go negative or commingle
- Append-only entries; corrections are reversals, never edits
- Three-way reconciliation with period locking
The firm keeps running between the billable hours
Set the rules once. Haly watches the clock, the ledger and the docket — and does the follow-through, so no one has to remember to.
- 08:00Sent
Overdue A/R swept — 3 reminders queued
- 08:00In balance
August trust reconciliation assembled
- —Flagged
Limitation · Singh v. Rana — 14 days out
- 09:14Posted
Retainer received — $5,000 to trust
- 09:14Posted
Operating fee split — $147
- 11:32Ready
Engagement letter drafted from matter
Every line here happened on its own.
Everyone gets the right view
One permissioned platform tailored to each role — not a separate tool for every job.
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.
Lawyers
Open matters with every party and deadline, capture time as you work, and authorize trust disbursements with a clear conscience.
Structural, not bolted on
The things that protect a firm — isolation, MFA, an honest audit trail, untouchable trust money — are part of how Haly is built, so they can’t be switched off or forgotten.
Deny-by-default isolation
Every table is tenant-scoped with row-level security forced on. No firm can read another firm’s data — it is structural, not a setting.
MFA that can’t be turned off
Multi-factor is mandatory for anyone who can touch trust, billing or client PII — enforced on the server, not hidden behind a button. Authenticator apps today; passkey sign-in is next.
Hash-chained audit log
Logins, role changes, trust transactions, exports and document access are written to an append-only, tamper-evident chain.
Trust money is sacred
Trust ledgers are append-only and immutable; corrections are reversals, never edits. A disbursement that would overdraw is rejected.
Canadian data residency
Your data lives in Canada (ca-central-1), engineered to the strictest Canadian privacy standard and applied to every firm — PIPEDA is the floor, not the target.
Built to the SOC 2 control set
The controls a SOC 2 audit tests — logical access, audit logging, change management — were engineered in from the first commit rather than bolted on before a sales call. The Type 2 report follows its observation window.
Straightforward, firm-based pricing
One annual price per firm — no per-seat math. Find your headcount, read your price. Every band includes trust accounting.
Solo
One practitioner, the whole product — including trust accounting and reconciliation.
1 seat
- Matters, contacts & conflict checks
- Time tracking & invoicing
- Trust accounting & three-way reconciliation
- Limitation periods & court-rules calendaring
- Client portal & secure messaging
- Bilingual, MFA & Canadian-hosted
Solo + staff
A practitioner with an assistant or a clerk sharing the same matters and ledgers.
2–3 seats
- Everything in Solo
- Shared matters, ledgers & docketing
- Role-based access & ethical walls
- Insights & financial reporting
Small firm
Several lawyers and support staff, with a trust workflow that has to hold up at month-end.
4–6 seats
- Everything in Solo + staff
- Trust reconciliation with period locking
- Automated payment reminders
- Priority support
Growing firm
For firms adding staff and clients faster than their bookkeeping can keep up.
7–10 seats
- Everything in Small firm
- Firm-wide insights & utilization
- Bulk billing runs
- Priority support
Established firm
The governance controls and compliance evidence a larger practice is asked to produce.
11–15 seats
- Everything in Growing firm
- SSO & advanced session controls
- Audit-log export & compliance evidence
- Onboarding, data migration & training
Large firm
Unlimited seats, dedicated onboarding, and a named contact who knows your file.
16+ seats
- Everything in Established firm
- Unlimited seats
- Dedicated success manager
- Custom migration from PCLaw, Clio or ESILAW
Prices in CAD, billed annually — monthly billing is a tenth of the annual price, so paying yearly is two months free. Applicable taxes extra. No setup fees, no per-transaction charges on trust.
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.
Run your firm on books you can trust.
See how Haly handles your matters, your time and your trust account — in a 30-minute walkthrough.