Core Features
Everything included. No add-ons or upsells.
Case Dashboard
See every case organized by status at a glance. Filter by stage, find stale cases instantly, track days-in-status.
Stale Case Alerts
Automatic flagging when cases sit too long. Configurable thresholds per status. Never lose a prospect to forgotten follow-up.
Client Portal
Clients upload documents without creating an account. Secure unique link, mobile-friendly, shows exactly what's still needed.
Document Checklist
Pre-built checklists for Chapter 7 and 13. Track pending, received, approved. Visual progress bar per case.
Two-Way Messaging
All client communication in one place. Clients message from portal, you reply from case view. Full audit trail.
Activity Timeline
Complete audit trail of every case action. Status changes, document uploads, messages—all timestamped and attributed.
Best Case Export
One-click export to CSV for Best Case import. Optional SSN inclusion with audit logging for compliance.
Integrations
Connect to the tools you already use.
Clio
LiveAutomatically create cases in CaseRunway when new matters are added in Clio. Two-way sync keeps everything in sync.
Microsoft 365 Calendar
LiveSync consultation dates and filing deadlines to Outlook. Case dates automatically appear on your calendar.
Google Calendar
LiveConnect your Google Calendar for automatic event syncing. Never miss a consultation or deadline.
Lead Docket
LiveAuto-import leads from Lead Docket. Leads appear in CaseRunway ready for follow-up.
MyCase
LiveNew MyCase cases automatically sync to CaseRunway. Requires MyCase Advanced plan.