Case Management
Case Management Built for Small Law Firms
Visual Kanban boards, custom stages per practice area, milestone tracking, and one-click lead conversion. Everything you need to manage matters without the overhead of enterprise software.
Visual Case Boards
Drag-and-drop Kanban boards with custom stages for every practice area. See the status of every matter at a glance.
Custom Pipeline Stages
Define your own workflow stages for each practice area. 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 progress with built-in milestone tracking. Never miss a deadline again.
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 — all data carries over automatically.
Conflict Detection
Automatic cross-matter conflict checking against all participants. Detect potential conflicts before you proceed, with waiver logging and a full audit trail.
Practice Area Templates
Pre-configured workflows for common practice areas. Customise stages, default fields, and automation rules for each type of work.
Litigation
Filing, Discovery, Motions, Trial Prep, Resolution
Corporate
Due Diligence, Drafting, Review, Execution, Closing
Real Estate
Title Search, Contract, Inspection, Financing, Closing
Employment
Intake, Investigation, Negotiation, Compliance, Resolution
Immigration
Eligibility, Application, Supporting Docs, Filing, Approval
Family Law
Consultation, Filing, Discovery, Mediation, Final Order
Contacts & Entities
One Record Per Entity, Across All Matters
Track people and companies as reusable records with roles across all your cases. AI-assisted entity extraction from documents creates and links records automatically.
- Unified contact records across all matters
- AI-assisted entity extraction from uploaded documents
- Role tracking: client, opposing party, witness, expert
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