CASE MANAGEMENT
manage cases your way.
Build workflows around your firm, automate the routine, and keep your team focused.
manage 1M+ cases effectively.
Every case gets the attention it deserves, no matter volume.
set your own case definition.
Create cases that reflect how you actually work.
automate the routine; preserve the details.
Automation handles repetitive tasks. You focus on judgement.
control access with precision.
Granular permissions ensure users see only what they need.
unify all your communication.
Centralize SMS, emails, chats, and faxes.
track and measure outcomes in real time.
Everyone collaborates in one reportable, searchable spot.
explore daily use cases.
new case intake
A submitted intake form creates a pre-populated case, routes it to the right attorney, generates tasks, and sends the client a welcome message.
deadline management
As a discovery deadline nears, reminders escalate automatically from paralegal to attorney to partner.
multi-party coordination
Scheduling a settlement conference sends one invite to all parties, opens a secure thread, and auto-generates prep tasks.
status updates
Marking a case “Settled” notifies the client, prompts billing, files documents to closed, and updates dashboards automatically.
work with tools you love.
Connect with your existing systems—accounting, email, e-signature, e-filing, and communication tools through 100% open API.
why firms are making the switch.
build exactly what you need, your way
one space for all case and team
unify tools and workflows end to end
scale complex matters with ease
the impact on your practice.
- 40% less time on manual updates and admin work (Law365)
- No missed deadlines with automated tracking and smart escalations
- Effortless scaling to tens of thousands of cases with precision
- Full visibility across every case, task, and deadline
- Actionable insights that turn case data into firm strategy
EXPLORE
one connected workflow.
No more fighting your case management system. See how our software adapts to your practice.
