Case management · For law firms
Run your entire firm in one platform.
Shaped to your practice, running on your own AI.
Intake, matters, calendar and deadlines, documents, e-signature, time, billing, trust accounting, client communication, and reporting, in one system, for any practice area. Plus your own AI with no per-seat markup, and case-cost financing built into the matter.
All-in-one
E-signature, a client portal, intake, payments, accounting sync, and texting from your own number are in the box, not five separate subscriptions.
Bring your own AI
Connect the Claude or ChatGPT you already pay for and it works across the system, under each user’s permissions. No per-seat AI markup from us.
Real case economics
Trust accounting, settlement waterfalls, and case-cost financing built into the matter rather than tracked beside it. You know the payoff to the cent before you settle.
Does this fit my firm?
Built for the practice you actually run.
Pick your practice and the system comes set up for it. The stages a case moves through, who sits on the matter, and what each person sees when they log in, all in your words and all yours to change.
Personal injury & contingency
Intake through settlement: records, liens, and costs netted to the client’s number, to the cent. Financed costs accrue interest daily from the day each expense is funded.
Real estate
Matters, parties, and deadlines, with the deed and closing statement assembled and signed in one place. Closing funds sit in their own ledger, with a hard stop on overdrawing it.
Collections
Matters, correspondence, and trust accounting. Clients pay by card or ACH on your own page, and payments post themselves into QuickBooks or Xero.
Criminal defense
Flat-fee billing, court dates, documents, and client communication, all on a phone. Search forgives a misspelling, so you can pull the file up from the courthouse.
Family law
Hourly and flat-fee billing, deadlines, documents, and a client portal that cuts down the phone calls. Retainers draw down with a low-balance alert before one runs out.
Estate planning, corporate & general practice
Hourly and flat-fee billing, matters, calendaring, and intake, in your own terms. A will, an NDA, or an engagement letter assembles, signs, and files itself back to the matter.
Don’t see your practice? The parts underneath are the same: matters, documents, billing, trust, and a client portal. You set the stages and the terminology to match how your firm already works.
Why firms switch
Six reasons, plainly.
What it replaces, and what it does that your current system doesn’t.
You can find things again
Search forgives a misspelling and a half-remembered name, and the whole system works on a phone. It’s the most common complaint we hear about the system you’re on now, and we fixed it.
One platform instead of five subscriptions
E-signature, a client portal, intake, payments, accounting sync, and texting from your own number are built in. One bill, one login, one place the truth lives.
It arrives already shaped for your practice
Stages, role templates for the jobs firms actually have, and matter workspaces come already laid out. Change your terms, stages, fields, and roles yourself, and preview a change before you publish it.
Nothing rides on one person remembering
Statute-of-limitations and court deadlines sit on one firm-wide calendar with automatic reminders. Everyone on the matter sees the same dates, so a deadline doesn’t leave with the person who knew it.
You can see the money on every case
Settlement waterfalls, lien negotiation, trust accounting, and case-cost financing built into the matter, not tracked beside it in a spreadsheet.
Nobody spends the afternoon assembling paper
Documents assemble from a short questionnaire, go out for signature, and file themselves back to the matter. The client’s expense statement comes out as a branded PDF with the interest and balance on every line. Nobody builds it by hand.
Everything included, every module live today, on or off per firm
One system for the whole client lifecycle.
Client and matter
Intake & pipeline
Kanban lead stages with source tagging, and one-click conversion to a client and matter.
Matters
One workspace per case: parties, documents, tasks, time, and invoices, with a live financial roll-up.
Practice-area lifecycles
Each practice area has its own ordered stages with full history, and stage aging surfaces what’s stalled.
Calendar & deadlines
Court dates and statutes with reminders, plus two-way Google and Microsoft calendar sync. Set the trial date and the deadlines behind it fill in.
Records requests
Track every third party holding records or bills you’re waiting on, with follow-ups and where each one stands.
Search & mobile
Typo-tolerant search across matters, clients, and documents. The full application runs on a phone.
Documents and communication
Documents & automation
Versioned storage, templates that fill from the matter, and search that finds a line inside a document.
E-signature
Single and multi-signer signing with a tamper-evident audit trail. No per-envelope fee.
Client communication
One email and text timeline, texting from each user’s own number, with EN / ES templates.
Client portal
Clients sign in with a link, then view matters, pay invoices, sign documents, and download files.
Team messaging & tasks
Internal channels and DMs, plus kanban boards per matter and for firm operations.
Time, billing, and trust
Time tracking
Timers and manual entries, a rate cascade from matter to client to timekeeper, and reviewed timecards.
Invoices & billing
Generate from time, partial payments, LEDES export, AR aging, and card or ACH on a public pay page.
Trust accounting (IOLTA)
Per-client trust ledgers, firm-wide liability roll-up, low-balance alerts, and a hard overdraw guardrail.
Settlements
Disbursement waterfall (gross, less fee, costs, and liens, equals net) with an itemized statement.
Case-cost financing
Per-matter credit line: financed expenses, daily interest accrual, and a lender-ready statement.
Accounting
Invoices, payments, and expenses post themselves into QuickBooks Online or Xero. Anything that won’t reconcile waits in an exception queue.
Running the firm
Roles & workspaces
Build roles for the jobs your firm actually has, set how far each one reaches, and preview before publishing.
Firm-wide activity & saved views
An activity feed across the whole firm, filtered your way, with saved views you keep private or share.
Reporting
Revenue, AR aging, WIP, utilization, realization, caseload, and contingency reports, with CSV export.
Your own AI
Connect your Claude or ChatGPT: 200+ actions across every module, off until a manager turns it on.
Firm setup
Rename your terms, turn modules on or off, custom fields, intake forms, and branding.
How a case moves
Your stages, not one generic pipeline.
Your practice comes with its stages already set. A case moves through them with a full history, and moving it creates the work the next stage needs.
A real stage, not just 'open'
Each practice area carries its own ordered stages: a personal injury matter and a real estate matter don’t move through the same list.
Full stage history
Every transition is recorded: who moved it, when, and from where. Nothing about a matter’s path is guesswork later.
Transitions assign the work
Moving a matter to its next stage assigns the right person and creates the tasks that stage needs, not just a status change.
List or pipeline
Work your matters as a sortable list or as a stage-by-stage pipeline board, whichever your role needs.
Stage aging surfaces stalled cases
A matter sitting at a stage longer than it should stands out, instead of quietly aging in a folder nobody opens.
Yours to rename and adjust
Start from a shipped practice area, then rename stages, add your own, and reorder them to match how your firm actually works.
Differentiator
Your own AI, governed
Your AI, working your matters, inside the limits you set.
Ask it to file this morning’s court notice to the right matter, raise the task, and draft the response from your template. It comes back done, waiting for a signature. You run it from the Claude or ChatGPT you already pay for, under your own permissions. Firms point it at the work nobody can bill for: sorting what came in, filing it, and getting the first draft on the page.
It does real work, not chat
Over 200 scoped actions: open a matter, draft from your template, file the document, raise the task, log the time, build the settlement.
Turn a repeated job into a routine
Set the Monday morning job up once in your own Claude or ChatGPT, then re-run it. You don’t rebuild the request every week.
Your subscription, not ours
Connect the Claude or ChatGPT you already pay for. No per-seat AI markup from us.
Off until a manager turns it on
Then controlled by role, by person, and by data area, read-only unless you say otherwise, and revocable from a live list.
An attorney still signs it
Work comes back drafted and waiting for review. You keep the last word on anything that goes out.
It reaches the whole system
Matters, documents, calendar, time, billing, trust, and reporting, from the AI app your team already has open. Each person gets their own permissions, nothing more.
The case for replacement
Everything about the case, in one place.
Docs, notes, tasks, communications, time, billing, and the case-cost ledger all attach to the matter instead of scattering across a stack of tools. Your team works in one place, and your own AI works alongside them under the access you granted. When a case settles, the waterfall is computed to the cent.
Matter-centric workspace
Your own AI, under your permissions
E-signature, payments, and texting from your own number, built in
Settlement waterfalls and IOLTA trust, every change logged
Client portal with secure payments and signing
What it costs
Your first three months are free.
90-day free trial
Start when you’re ready. The first 90 days cost nothing.
What it replaces
One bill instead of five.
Everything beside this is in the platform, not bought separately.
Your case-management subscription
A separate e-signature tool
A client-texting tool
A client portal
A per-seat AI add-on
How it works
One seat, one price.
You pay per seat
One price per person who logs in, every month. You add and drop seats as the firm changes.
The first three months are free
Ninety days from the day you start. Nothing is due until they are up.
Cancel from your settings
No call required. You keep access through the period you have already paid for.
The comparison
We’ll do the math for you.
Tell us what you use today, how many seats, and what you spend, and we’ll build the line-by-line comparison and the annual difference. Ask whether your bank sponsors Lexlink for its law-firm clients.