Workflow AutomationLaw Firms● Running at real firms now
Casework Automation
When a case is accepted, it opens the matter, sends the engagement letter for signature, drafts declination and referral letters, and files notes — automatically.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Every accepted case kicks off the same hour of setup, and the cases you pass on still need a polite letter.
What it does
✦On accept: opens the matter, sends the engagement letter for e-signature, and files the welcome details
✦Auto-drafts declination and referral letters for the cases you turn away
✦Saves call notes to the right matter and keeps a daily executive memo current
What it replaces
Re-typing the same intake steps for every case.
Is it real?
Running the casework pipeline at an employment-law firm today.
Want to see how this fits your business?