Case Management
Case Management Built for Small Law Firms
Kanban boards, your own stages, milestones and one-click lead conversion. Everything you need to run your matters, without the price of big-firm software.
See it in action
What this video shows
- Every matter sits on one board, from intake to signing.
- Ploy drags Lukas's purchase to Review.
- She adds the signing date once, with a reminder 3 days before.
- It joins every other deadline on the firm calendar.
- She shares the matter with Lukas in a secure portal.
- He sends the revised SPA there, not by email.
- Next morning, Home shows what changed and what's due.
- Time goes on the matter in a few seconds.
- The flat fee becomes an invoice, finalized and emailed to Lukas from the matter.
Visual Case Boards
Drag-and-drop Kanban boards with your own stages. See the status of every matter at a glance.
Custom Pipeline Stages
Define your own workflow stages: Intake, Review, Active, Closing, or whatever matches how your firm actually works. Drag matters between stages as cases progress.
Milestones & Deadlines
Set key dates (court hearings, filing deadlines, client reviews) and track them on every matter. Deadlines also show in Google, Outlook or Apple Calendar.
Lead-to-Matter Conversion
Capture leads from your directory listing, website, or manual entry. Qualify them through your pipeline, then convert to a matter with a single click, and all data carries over automatically.
Conflict Checks
Check new clients against everyone in your matters before you take them on, and record waivers on the file.
Starting Templates
Three stage templates to start from. Pick one when you set up, then rename, add or reorder stages to fit how you work.
Litigation
For disputes, lawsuits and court proceedings
Intake, Investigation, Pleading, Discovery, Motions, Trial, Appeal
Transactional
For contracts, deals and business transactions
Intake, Drafting, Review, Negotiation, Signing, Post-Closing
Family Law
For divorce, custody and other family matters
Intake, Filing, Discovery, Mediation, Trial, Decree
Contacts & Entities
One Record Per Entity, Across All Matters
Track people and companies as reusable records with roles across all your cases. The AI suggests the people and companies named in your documents, and you review them before they are added.
- Unified contact records across all matters
- AI-assisted entity extraction from uploaded documents
- Role tracking: client, opposing party, witness, expert
Ready to Simplify Case Management?
Join solo practitioners and small firms who manage their entire caseload with Lawzana Flow.
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