Stop Losing Cases to Your Intake Process

See where every case is stuck. Nudge clients automatically. File faster.

See the Demo

Sound familiar?

8-11 hours per case

Chasing documents, re-explaining requirements, manual follow-ups

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Clients ghost after consult

They're overwhelmed. Life gets in the way. Cases go cold.

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No visibility into what's stuck

Spreadsheets, sticky notes, inbox chaos. Which case needs attention?

What's Working Now

Live in the current beta

Case Dashboard by Status

See every case from Pre-Screen to Filed at a glance

Stale Case Alerts

Red flags on cases that need attention before they go cold

Client Self-Service Portal

Clients upload docs on their own time, no login required

Document Checklist Tracking

Progress bars show exactly what's missing per case

Message Thread

Two-way messaging with clients, all in one place

Timeline & Audit Log

Full history of every status change and action

Coming Soon

On the roadmap based on attorney feedback

Auto-Nudge Sequences

Email & SMS reminders

Calendar Sync

Consult scheduling

AI Document Extraction

Auto-pull data from uploads

Clio / MyCase Integration

Sync with your practice management

Court-Ready PDF Bundles

One-click filing packages