Case management
Open a case, give it a number and a title, assign the attorney and staff, and keep status, dates, notes, and tasks on that record. Filter and search. Attorneys switch between their caseload and the firm’s.
Product
What’s in the case file
Cases, documents, dates, and who is allowed on them. Independent firms can run the week from that, without buying a platform.
Document management
Drag in a PDF or image, tag it, preview it, and request a signature through DocuSign. Files are private. Links expire. Nothing sits in a public folder.
Firm management
Caseload by attorney. Analytics on closed outcomes and win rate. Staff invites with roles that match how you staff, including contract attorneys limited to approved cases.
Tasks and dates
Tasks live on a case and also in a cross-case list. Appearances and deadlines show on the home screen. The week is visible without a separate calendar product.
Cost log
Filing fees, experts, court costs: amount, category, who logged it, whether it’s billable. A record of what the matter cost, not an invoicing product.
Phone and offline
Install it on a phone. Recently viewed cases stay readable if the connection drops.