One platform for the whole case lifecycle
Core case management is included with every plan. Layer on Microsoft 365 integrations, financial tools, and AI assistance as your firm grows.
Professional plan modules
Document, calendar, and client tools that connect to your firm's Microsoft 365 environment.
Automatically create and manage cloud document folders for each intake and case.
- A document folder is created when an intake is opened
- Folders are organized by case and intake automatically
- Connects to your firm's existing Microsoft 365 environment
Send clients a secure upload link to submit documents directly into the intake's document folder.
- Generate a one-time tokenized link per intake
- Client uploads go straight into your document store — no email attachments
- Set expiry dates and max file counts per link
Sync case deadlines and key dates to your firm's shared Microsoft 365 calendar.
- Deadlines and case dates appear on a shared group calendar
- Events stay in sync as dates are added or changed
- Connects to your firm's existing Microsoft 365 environment
Give clients a secure self-service portal to view case status, messages, and documents.
- Clients log in with a secure link — no password required
- Read-only view of their case timeline and documents
- Reduces inbound status calls and emails
Power tools, priced per module
Switch these on for the firms and matters that need them — billed on top of any base plan.
Track litigation costs, IOLTA trust funds, settlements, liens, damages, and referral fee splits for contingency cases. Available as a paid add-on.
$49/mo add-on
- Log case costs and expenses by category with receipts
- Maintain an IOLTA trust ledger with running balances
- Model settlement disbursements: attorney fees, costs, liens, and net to client
- Track damages by category and referral fee splits
- Generate trust ledger and settlement statement PDFs
AI-assisted document tools for cases, starting with Written Discovery. Available as a paid add-on.
$99/mo add-on
- Written Discovery: extract RFP/RFA/SROG requests from a defense document and build the Plaintiff response shell
- Robust to varying defense-firm formatting — no manual re-keying
- Attorney reviews and edits every extracted request before finalizing
- Document classification and court-date extraction coming soon
For established, multi-attorney firms
Advanced analytics and identity-provider sign-on, included with the Enterprise plan.
Unlock detailed analytics dashboards for intake trends, conversion rates, and case outcomes.
- Intake volume and conversion funnels by date range
- Case outcome breakdowns by practice area and attorney
- Export reports to CSV or PDF
Let staff log in with your existing identity provider (Okta, Azure AD, Google Workspace, etc.).
- Supports any SAML 2.0 identity provider
- Staff use their existing corporate credentials
- Centralizes access control — offboarding is instant
Ready to run your firm, not your paperwork?
Start a free trial today. No credit card required.