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AI-Powered Case Intelligence
Stop retyping PACER PDFs into spreadsheets. The moment you upload, Azure-grade OCR and OpenAI extract parties, judges, dates, and case DNA — then keep a living plain-English summary that updates as new filings land. Your RAG-grounded case chat answers from your documents, not the internet — and client sentiment analytics flag who needs a call before they ghost you.
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Client Portal
Give every client a branded, always-on link — no app, no password friction. They browse filings, read the case story, and chat with AI on your terms. Public upload links let them drop intake docs from a phone in seconds. Fewer "what's the status?" calls means more billable focus and happier referrals.
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Case Management
One workspace from intake to disposition: searchable case index, filters, sorting, and a rich overview that surfaces what matters today. Quick-upload case creation gets a matter open while you're still on the phone. Phase slider, status tracking, and a full action audit log — so you always know who did what, when.
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Document & Docket Management
Drag-and-drop uploads, automatic duplicate detection, and background analysis so you're never blocked. A real document explorer plus a case files gallery with folders, notes, and comments — everything in Azure Blob durability, not a forgotten shared drive.
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Case Timeline & Key Dates
Turn a chaotic docket into a chronological story clients actually follow. Tie hearings and deadlines to entries, maintain a dedicated key-dates ledger, and stop discovering a deadline the day before it blows. Clarity wins cases — and client trust.
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Client & Party Management
A firm-wide clients directory with search and autocomplete links people to matters in seconds. Track every party and attorney of record in one place — so intake stays organized and your team isn't hunting LinkedIn for "who's on the other side."
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Email & Communications
Compose from the case with merge fields and templates that pull client and matter data automatically. Clients get a read-only inbox in the portal — a clean paper trail without forwarding chains. Gmail and Microsoft 365 OAuth plus MailDrop inbound addresses mean court notices land in the file, not buried in Outlook.
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Tasks & Workload Management
Every deliverable, prioritized and filterable across all matters. Link tasks to cases and clients, track completion, and see what's due before it becomes a malpractice story. Your practice runs on deadlines — now your software does too.
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Team & Collaboration
Invite associates and staff under one subscription with secure, time-limited links. Share individual cases read-only or read-write — paralegals see what they need, not your entire book of business. Scale the firm without scaling the chaos.
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Account & Firm Settings
Profile, firm branding fields, bar admissions, billable rate, and time zone — the details that power templates and trust. Tune email notifications so you're informed, not interrupted. Look as polished as a BigLaw platform without the BigLaw IT bill.
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Security & Access Control
2FA, OAuth login, role-based access, CSRF protection, HTML sanitization — and secrets in Azure Key Vault, not config files. Every case touch is permission-checked. You get enterprise posture for data clients trust you to protect.
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Billing & Subscription
Transparent tiers, monthly or annual flexibility, and Stripe-powered self-service — update cards, pull invoices, upgrade seats without a support ticket. Entitlements enforce limits in the product, so there are no surprise overages or awkward "you're on the wrong plan" conversations.