Practice management, reimagined

The work OS that runs on
memory, not menus.

PanelsOS replaces the bloated case-management suite with a visual canvas, an AI that builds what you describe, and the full back office — cases, trust accounting, billing, documents — all on data you own.

Open PanelsOS → See what it does

Self-hosted · encrypted at rest · one-time purchase — no per-seat subscription.

⚖ Case — Rodriguez, J. (Ch. 7)

Trust $4,250Deadline 6/30

📄 Invoice INV-00118

Flat $250Perf 10%

⭐ Builder — “draft the engagement letter”

📊 Status report

6 of 9 settled43% saved

The whole firm, one workspace

Everything a case needs — in one place.

Not a stack of disconnected tools. PanelsOS holds your clients, cases, money, and documents in a single, AI-aware data layer.

🗂️

Cases & clients

Clients, cases, creditor accounts, companies, and parties with roles — a relationship graph, not flat folders. Built for debt-settlement portfolios and bankruptcy cases out of the box.

🏛️

Trust accounting

Per-client ledgers, three-way reconciliation, fee transfers with a notice-period gate, and printable statements — designed around CA Rule 1.15 with a tamper-evident audit trail.

🧾

Billing & invoicing

Time tracking, rate cards, expenses, and one-click invoices — including per-creditor-account debt-settlement fees that auto-derive from the amount you saved the client.

📄

Document generation

Merge your real Word templates with case data. Missing a required field shows up red — no fabricated values silently slipping onto a client document.

📆

Deadlines & conflicts

Court-aware deadline rules, a firm-wide queue, calendar sync, and an automatic conflict-of-interest check across every party in the firm.

✍️

Intake, e-sign & email

Client intake forms, e-signature requests, and reviewed client delivery — every send opens a review modal first, so nothing leaves without you seeing it.

Why it's different

You describe the work. It builds the workspace.

⭐
AI that builds, not just chatsTell the Builder “add the creditor accounts from this letter” or “draft the fee agreement” — it creates the entities, fills the fields, and generates the document.
🧠
Runs on memoryThe system remembers your cases, decisions, and context — so the right information surfaces when you need it instead of being buried three menus deep.
🧩
An infinite canvas, not a rigid CRMLay out a case the way you think about it. Panels for invoices, status reports, documents, spreadsheets, timelines — arranged spatially, not trapped in tabs.
🔒
Your data, your serverRun it on your own VM. Firm data is encrypted at rest with your key, and a firm-wide audit log records who did what.

One-time purchase

Buy it once. No per-seat monthly bill that grows with your team.

Encrypted at rest

Vault, sessions, entities, and transcripts sealed with the firm key.

Import your cases

Bring your existing cases and clients over instead of starting cold.

Audit-grade trail

Trust moves, voids, deletions, and sends are all recorded for compliance.

Spreadsheets built in

Real grid + formulas on the canvas — no jumping out to Excel.

Works the way you do

Debt-settlement, bankruptcy, and planning cases today — extensible to any practice.

Built for

Small firms that want their tools to keep up.

PanelsOS was built as the practice-management system for a real debt-settlement and bankruptcy firm — and it’s general enough to run any case-driven practice.

💳

Debt-settlement firms

Portfolios, creditor accounts, settlement tracking, per-account performance fees, and the monthly client status report — already modeled.

⚖️

Bankruptcy practices

Chapter 7 / 11 / 12 / 13 case types, fee applications, 341 prep, trust handling, and the §-aware deadline engine.

🧭

Planning & advisory

Paid assessments that convert into engaged cases, with flat-fee or hourly billing and a financial-snapshot report for the client.

The work OS that runs onmemory, not menus.