Feature Overview

Built to manage your firm’s workflow from enquiry to outcome.

Operixa combines matter management, client records, documents, workflow automation, and reporting into one premium platform for legal and migration professionals.

Matter & Case Management

Create and organise files, assign owners, monitor stages, track deadlines, and keep a full activity history for every matter.

Client & CRM Records

Store client details, communication history, enquiry records, sponsors, dependants, and relationships in one searchable system.

Document Management

Upload and sort documents, centralise templates, prepare forms, and organise version-controlled records across every file.

Tasks & Workflow Automation

Set reminders, automate internal processes, and standardise follow-up actions to reduce manual admin across the practice.

Billing & Reporting

Monitor fees, payment status, invoices, and staff performance with dashboards and structured operational reporting.

Client Portal Experience

Offer secure document requests, updates, and communication through a more modern and professional client-facing experience.

Designed for legal and migration firms

Operixa is structured for firms handling complex workflows, large document sets, compliance checkpoints, and time-sensitive follow-ups.

Scalable for growing teams

Whether you operate a single office or multiple locations, the platform helps teams stay aligned, accountable, and organised.

Built around visibility

From open matters to overdue actions, Operixa makes it easier to identify priorities and keep files moving forward.

Premium client experience

Professional communication, better document handling, and cleaner workflows help your firm present a more polished service.