One platform supporting every team behind great legal service delivery

Law firms operate in an environment where precision, confidentiality and reliability are non-negotiable. Technology failures disrupt fee-earning activity and client service. Processes must be auditable and compliant with regulatory requirements. Sensitive client and matter data must be protected at every stage. And with lawyers and legal professionals generating significant revenue while support teams make it all possible, every hour lost to service management inefficiency has a direct commercial cost. Halo gives law firms a single, secure service management platform that keeps IT, HR, Facilities and Finance running smoothly, reliably and compliantly, so every fee earner can focus on the work that matters most.
One Platform for Every Support Function
From IT and business services to HR, Facilities, Finance and Risk, every support function in a law firm has service management needs. Halo brings them all together in a single platform, each with its own service catalogue, workflows and SLAs, eliminating the inefficiency of disconnected tools and giving every support team the structure to deliver consistent, reliable service.
AI With the Discretion Legal Practice Demands
Halo includes AI across the platform as standard, with the governance controls that law firms require. Every AI action is logged and auditable, supporting your data protection and client confidentiality obligations. AI-powered triage reduces response times, auto-classification ensures every request reaches the right team immediately and AI-assisted knowledge suggestions help support teams resolve common queries faster.
Minimising Disruption
Every hour a fee earner spends dealing with a technology issue, waiting for HR to respond or chasing a facilities request is an hour not billed to a client. Halo minimises that disruption through fast incident resolution, self-service for common requests, AI-powered knowledge suggestions that help people find answers without raising a ticket, and proactive problem management that prevents recurring issues.

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Fast incident resolution to protect fee-earning time

When practice management systems, document management platforms, email or video conferencing fail, fee-earning activity stops and client commitments are put at risk. Halo Incident Management module gives business services and technology teams a structured, fast process for resolving issues affecting fee earners, with priority routing for high-impact incidents and major incident workflows that keep partners and senior management informed.

Matter and client system change management

Changes to practice management systems, document management platforms and client-facing technology require careful planning and thorough documentation. Halo Change Management module provides a structured, CAB-enabled process with risk assessment, business impact analysis, change scheduling around court dates and client deadlines, and complete audit trails that satisfy both internal governance and external requirements.

Legal technology asset management

Law firms manage a range of technology assets from standard desktop and mobile infrastructure to specialist legal technology, dictation systems and court-specific equipment. Halo Asset Management and CMDB module gives business services teams a single, accurate register of every asset across its full lifecycle, with location tracking, maintenance history and software licensing compliance management.

Self-service for fee earners and business services teams

Halo self-service portal gives every fee earner and support team member a fast, intuitive way to raise requests, report issues and find answers from any device, whether they are in the office, in a client meeting or working remotely. AI-assisted knowledge suggestions help people self-resolve common queries before raising a ticket.

Onboarding lawyers, trainees and business services staff

Law firms onboard across very different role types, from newly qualified solicitors and trainee solicitors requiring SRA registration and professional compliance steps to business services professionals and support staff. Halo automates the onboarding journey for every role type, triggering the right tasks across HR, IT, Facilities and line management from offer acceptance, with complete audit trails that support compliance requirements.

HR self-service for a demanding professional environment

Lawyers and legal professionals work long hours and under significant pressure, and HR queries arise at any time. Halo self-service portal gives every member of the firm a single, accessible place to raise HR requests, access policies and manage administrative matters from any device.

Sensitive HR and conduct case management

Managing HR cases in a professional services environment, from performance and disciplinary matters to partnership disputes and regulatory investigations, requires a structured, confidential process with a thorough audit trail. Halo provides a dedicated HR and conduct case management framework with restricted visibility and step-by-step workflows.

Leaver management and file access control

When lawyers leave a firm, prompt revocation of access to client files, matter management systems and confidential communications is a critical client confidentiality and SRA compliance obligation. Halo leaver workflows automatically trigger the right actions across IT, HR, Facilities and risk management the moment a departure is confirmed.

Maintaining a professional client-facing environment

Law firm premises are a direct reflection of the firm professional standing, and client meeting areas, reception spaces and working environments must be maintained to the highest standard. Halo gives facilities teams a structured process for capturing, prioritising and resolving maintenance issues across every area of the firm premises, with contractor management and SLA tracking ensuring client-facing spaces always meet the standard expected.

Meeting room and client suite management

Law firms manage significant volumes of meeting room and client suite bookings, often at short notice and with complex technology and catering requirements. Halo resource booking capabilities give business services teams a simple, structured way to manage bookings, with associated request workflows for technology setup, catering, security access and any other support requirements.

Contractor and supplier management

Law firms engage a range of contractors and suppliers for facilities maintenance, each requiring appropriate oversight given client confidentiality obligations. Halo makes it easy to manage contractor access, assign jobs, track progress against SLAs and maintain records of every contractor engagement, with documentation and audit trails that support both internal governance and client confidentiality requirements.

All-inclusive Service Management

Incident Management
Structured, ITIL-aligned incident resolution that gets every issue to the right team immediately and keeps every stakeholder informed throughout.
Asset Management and CMDB
A single, accurate register of every asset across your organisation, with full lifecycle tracking, relationship mapping and automated discovery.
Self-Service Portal
A branded, intuitive portal that makes it easy for everyone to get the help they need, from any device, at any time.
Workflow Automation
Automate complex, multi-step processes across every department so your teams spend less time managing requests and more time delivering outcomes.
SLA Management
Set, track and enforce service level agreements across every team and every request type, with automated escalation when targets are at risk.
Reporting and Dashboards
Real-time insight across every service function, from individual team performance to organisation-wide trends, with drag-and-drop dashboards and scheduled reports.
Change Management
A structured, auditable change process that protects your organisation during system updates, infrastructure changes and planned maintenance activities.
Knowledge Management
Capture, organise and share knowledge across every team so common questions are answered faster and expertise is retained across the organisation.

Leveraging Halo AI

Triage & Routing
Self-Resolution
Virtual Agent

Intelligent Ticket Triage and Routing

Halo's AI automatically classifies every incoming request, identifies its priority and routes it to the right team without manual intervention. For Law Firms organisations managing high volumes of requests, AI triage means resolution starts the moment a ticket is raised.

AI-Assisted Knowledge and Self-Resolution

Halo's AI surfaces relevant knowledge articles at the point of need, suggesting solutions before a ticket is submitted and recommending resolutions based on similar historical cases. The result is faster resolution, fewer unnecessary tickets and a consistently higher quality of service.

Virtual Agents

Halo's virtual agent gives every person across your organisation a fast, intelligent first point of contact, available around the clock without any human intervention required. End users can raise requests, report issues, check the status of existing tickets and find answers to common questions through a conversational interface that feels natural and immediate.

Frequently asked questions

FAQ Question 1
FAQ Answer 1
Does Halo meet the security and compliance requirements of regulated financial services organisations? Yes. Halo holds SOC 2 Type II, ISO 27001 and Cyber Essentials Plus certifications and is fully GDPR compliant, with local data residency options available. Complete audit trails, role-based access control, data segregation and comprehensive security logging are all included as standard. --- Can Halo support major incident management for financial services organisations? Yes. Halo's Major Incident Management capability provides a dedicated workspace for critical incidents, with automated stakeholder communication, war-room collaboration tools, real-time timeline recording and post-incident review workflows. The complete documentation generated supports regulatory requirements for incident reporting and root cause analysis. --- How does Halo handle change management in a regulated financial services environment? Halo's Change Management module provides a fully structured, CAB-enabled change process with risk assessment, impact analysis, approval workflows, change scheduling and complete audit trails. Every change to every system is properly governed, fully documented and evidenced in a way that supports internal audit and regulatory review. --- Can Halo scale to support large financial services organisations? Yes. Halo supports organisations of all sizes, from single-site operations to complex multi-geography deployments. Multi-site, multi-team and multi-language configurations are included as standard, with role-based access control, custom SLA frameworks and scalable automation growing with your organisation. --- Does Halo include AI features as standard? Yes. AI is included in every Halo licence at no additional cost, covering intelligent ticket triage, auto-classification, AI-assisted knowledge suggestions, resolution recommendations, predictive reporting and a virtual agent for end users. All capabilities are active from day one with no additional licensing required. --- How is Halo priced? Halo uses a transparent, all-inclusive pricing model. One licence covers every feature, module and integration, with no hidden costs, no module add-ons and no separate budget required for implementation or ongoing administration.