| 01Case & Matter Record Management |
Creates a centralized record for each legal case, including case type, status, jurisdiction, responsible attorneys, parties, notes, documents, and activity history. |
Open New Case→
Add Case Details & Parties→
Track Ongoing Activity→
Close / Archive Case
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Custom fields, statuses, and case types
Complete chronological case activity timeline
Matter-level permissions and archival controls
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| 02Client, Party & Contact Management |
Maintains information about clients, opposing parties, witnesses, attorneys, experts, courts, insurers, and other people or organizations connected to a case. |
Create Contact / Party Record→
Assign Role in Case→
Link Related Matters→
Maintain Relationship History
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Multiple party roles and relationship types
Cross-case contact and organization history
Duplicate detection and centralized contact updates
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| 03Legal Document & Pleading Management |
Organizes pleadings, motions, correspondence, discovery files, exhibits, contracts, research, and other case documents within the relevant matter. |
Create / Upload Document→
Classify & Link to Case→
Review / Revise File→
Finalize & Store
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Matter-based folders, metadata, and full-text search
Version history and document permissions
Templates, document generation, and e-signature support where needed
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| 04Court Dates, Deadlines & Docketing |
Tracks hearings, filings, statutes, discovery dates, court appearances, and other critical deadlines associated with active legal cases. |
Add Court Event / Trigger→
Calculate / Enter Deadline→
Assign Responsible User→
Monitor Until Completion
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Matter-linked calendars and docket dates
Court-rule calculations where required
Multi-stage reminders and deadline escalation controls
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| 05Case Tasks & Workflow Automation |
Standardizes recurring legal processes by assigning tasks, checklists, reviews, approvals, and follow-up actions when specific case events occur. |
Case Event Occurs→
Trigger Workflow→
Assign Tasks & Deadlines→
Track Completion
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Reusable workflows by case or practice type
Conditional tasks, dependencies, and approvals
Overdue-work alerts and workload visibility
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| 06Case Communication Tracking |
Preserves emails, messages, calls, meeting notes, and other correspondence within the case record so teams can review the full communication history. |
Send / Receive Communication→
Link to Client / Case→
Store Message & Context→
Review in Case Timeline
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Email capture and matter filing
Call, meeting, note, and message logging
Searchable communication history by case or contact
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| 07Evidence, Discovery & Exhibit Tracking |
Organizes physical and digital evidence, discovery materials, exhibits, production sets, and related metadata throughout litigation or investigation workflows. |
Add Evidence / Discovery Item→
Classify & Link to Case→
Track Review / Production Status→
Preserve Case Record
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Evidence and exhibit indexing with metadata
Discovery request, response, and production tracking
Access history and chain-of-custody support where required
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| 08Case Notes, Chronology & Timeline Management |
Builds a chronological view of facts, filings, communications, evidence, hearings, and other significant events to help legal teams understand case progression. |
Capture Case Event / Fact→
Add Date & Context→
Link Supporting Records→
Build Case Chronology
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Chronological and filtered timeline views
Links to documents, evidence, parties, and communications
Private and team-shared notes with permissions
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| 09Client Portal & Secure Case Collaboration |
Provides clients and authorized external participants with controlled access to messages, documents, updates, requests, and selected case information. |
Invite Authorized Participant→
Share Case Information→
Exchange Files / Messages→
Record Collaboration History
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Secure messaging and encrypted file exchange
Granular control over visible case information
Client uploads, requests, and notification options
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| 10Case Reporting, Security & Integrations |
Provides visibility into caseloads, deadlines, case status, workload, and outcomes while connecting case information with billing, calendaring, document, and productivity systems. |
Aggregate Case Data→
Analyze Status & Workload→
Apply Access & Audit Controls→
Connect Legal Systems
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Caseload, deadline, status, and outcome reporting
Role-based access, audit trails, and matter-level security
Billing, calendar, email, document, API, and accounting integrations
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