Streamlined Client and User Management Easily onboard and manage Clients and Users with just a few clicks. Our intuitive system supports assigning roles through predefined permission sets built around common legal workflows—ideal for attorneys, staff, and clients alike. Need more control? Create fully customized roles to tailor access based on your firm's unique needs. Whether you're adding team members, granting limited access to consultants, or enabling client collaboration, role assignments can be updated instantly and securely. With built-in access control and activity tracking, you maintain full oversight and confidentiality while supporting efficient, flexible collaboration across your organization.

Take Complete Control of Your Legal Workflow

Our robust case management system empowers you to manage every aspect of your legal cases in a fully digital environment. The Case Information panel provides an at-a-glance overview of essential court and client details—and for medical cases, it includes relevant patient and hospital data.

With Case Notes, users can easily document ongoing activity, such as “Contacted Witness X to arrange a meeting” or “Visited the crime scene for photographic evidence.” The Persons of Interest section can be populated manually or, in medical cases, is automatically generated from data entered into the system and can display every entry linked to the name.

The Litigants module keeps track of all Plaintiffs and Defendants involved in the case, while the Facts and Issues workspace is designed to help you strategically build your case. Here, you can link media, documents, or specific records for quick and easy reference.

Our interactive Timeline feature visualizes the sequence of case events, offering a clear narrative of how your case has unfolded. All supporting materials—medical records, court filings, multimedia files, and documents submitted by clients through their portal—are securely organized in one central location.

Effortlessly Stay on Top of Your Schedule Managing upcoming case events and maintaining awareness of your weekly agenda has never been more streamlined. Your personalized dashboard provides a clear, at-a-glance view of all scheduled items for the current week, ensuring you're always prepared for what's ahead. The integrated calendar offers both a firm-wide overview and the ability to filter events by individual user. Each case also features its own dedicated calendar, accessible directly within the case view. The system intelligently displays only the events relevant to your current context—whether you're viewing all events, user-specific events, or those tied to a particular case. Creating new events is quick and intuitive: simply click on a date and enter the necessary details.

Our custom forms builder offers a streamlined and intuitive interface that allows users to create fully customized forms and documents for their clients to complete online. Ideal for client intake forms, fee agreements, questionnaires, and more, the builder gives you full control over form content and layout. Instead of drag-and-drop, users select the type of field or object—such as text inputs, checkboxes, signatures, file uploads, or date pickers—from a simple menu. Each object can be customized with labels, instructions, or validation rules, and users can easily adjust the display order to control the sequence in which items appear.

Once a form is created, it can be published and securely shared with clients through their portal or a direct link. Clients can complete and submit forms from any device, with all responses automatically saved to their case file or associated document. The system supports reusable templates, printable versions, and completion tracking, giving users a clear overview of which documents have been submitted. This efficient, no-code solution empowers legal and professional teams to standardize their intake processes, collect accurate information, and maintain better client documentation without relying on third-party tools.

Our expense tracking feature provides a clear, organized way to manage and allocate costs across your firm’s operations. Users can log expenses in real time, selecting from a list of pre-configured categories or creating custom categories tailored to their specific needs. Each expense entry can be linked directly to a case, ensuring that every cost is accurately attributed and easy to reference when needed.

This system also supports seamless billing integration—expenses can be added to client invoices with just a few clicks, allowing you to recover costs efficiently and transparently. For internal oversight and reporting, expenses can be viewed and exported by case or by month, giving users the ability to monitor spending patterns, ensure accountability, and maintain accurate financial records across the board. This feature helps firms stay organized, improve billing accuracy, and gain better visibility into operational costs.

Our encrypted messaging system provides a secure and confidential way for firms to communicate with their clients in real time. Every message is encrypted end-to-end, ensuring that only the intended participants can view the conversation. In addition to transmission encryption, all messages are also stored in encrypted form on our servers, providing an added layer of security and compliance with privacy standards.

Each messaging thread is client-specific and can include multiple firm users, allowing attorneys, paralegals, and other team members to collaborate seamlessly within a single conversation. This ensures that everyone involved in a case stays informed and aligned, without the need to rely on external communication tools. With full access control, conversation history, and secure delivery, our messaging system makes it easy to maintain professional, protected communication with clients throughout the life of a case.

Our client invoicing module offers a seamless way for firms to bill clients and accept payments—without relying on third-party payment providers. Users can generate professional, itemized invoices directly within the platform, detailing services rendered, expenses incurred, or any other billable items. Invoices can be customized per case or client, with support for partial payments, due dates, and notes.

Once an invoice is issued, clients can view and pay it securely through the built-in payment system. This eliminates the need for firms to set up or manage external merchant accounts, keeping the entire billing and payment process under one roof. Payments are processed directly through our platform, giving firms full control over their revenue while offering clients a convenient, user-friendly way to settle their balances. The result is faster payments, simplified accounting, and a more professional client experience.

The client portal is a secure, user-friendly hub designed to enhance client engagement and streamline communication between clients and their legal teams. Through the portal, clients can easily upload medical records, legal documents, and media files directly to their case, ensuring that attorneys have timely access to all relevant materials. This centralized access point simplifies the exchange of information and reduces delays in case preparation.

Clients can also view and pay invoices securely, sign forms and agreements electronically, and communicate directly with their attorneys using the built-in encrypted messaging system—all from one convenient interface. With real-time access to case-related actions and updates, the portal empowers clients to stay informed, participate actively in their legal matters, and maintain a direct line of communication with their legal team while ensuring full data privacy and security.

As an added service, we offer professional medical data entry support for firms that need assistance entering medical records into the system. This service is ideal for teams without a dedicated staff member for data entry, helping ensure that case files remain complete, organized, and up to date without burdening internal resources. Our trained personnel input medical record data with precision and confidentiality, maintaining the integrity and consistency of each client’s case documentation.

We charge an hourly rate for this service, with billing based strictly on the actual time spent—never rounded up. To ensure transparency and accuracy, our system tracks data entry activity in real time, monitoring active working periods and excluding idle time. Firms receive a detailed, itemized invoice each week outlining the exact time worked and the corresponding charges. This approach ensures fair billing and high accountability while allowing legal teams to stay focused on what matters most—their cases and clients.

Our records reporting system is a sophisticated yet user-friendly tool that transforms raw medical data into organized, actionable insights. As medical records are entered into the system, they are automatically categorized into key sections such as Medication Administration, Lab Results, Vital Signs, Reports and Notes, Medical History, and Respiratory Therapy. This intelligent grouping provides a clear, high-level view of a client’s medical background while preserving the full detail of each entry.

Users can sort and analyze the data chronologically or by drilling down into subcategories. For example, under Medication Administration, entries can be filtered by specific drug names; under Vital Signs, by metrics such as blood pressure or heart rate; and under Reports and Notes, by specific types like Nutrition or Discharge Summary. The system also includes a powerful search feature, allowing users to quickly find entries by keyword, name, or specific date—enabling fast, targeted analysis.

Each data point in the report is directly linked to the original page in the medical records it was extracted from, making it easy to verify accuracy and trace context when needed. This seamless connection between structured data and source documents ensures full transparency and legal defensibility. With this robust reporting system, legal teams can efficiently identify patterns, track events, and build stronger cases without getting lost in piles of disorganized records.

Our integrated Drug Interaction Checker enhances case analysis by automatically identifying potential medication conflicts within the Medication Administration records. As entries are added to the system, the reporting engine continuously monitors administration times and flags any possible drug interactions occurring within a 4-hour window. Each interaction is evaluated and assigned a severity level of Mild, Moderate, or Major, helping legal teams quickly prioritize and assess the clinical significance of overlapping medications.

When users view the Medication Administration section in the reporting system, they are immediately alerted to any flagged interactions. These alerts not only identify the interacting drug combinations but also display the specific date, time, and dosage of each medication involved. For added clarity, interactions are visually color-coded based on how close the medications were administered: entries given exactly 4 hours apart appear in black, while those given simultaneously appear in bright red, with a gradient scale in between. This intuitive interface makes it easy to assess timing, severity, and context at a glance—offering a powerful tool for identifying potential negligence, oversight, or clinical errors in medical care.

Our Vitals and Labs Checking feature is designed to help legal professionals quickly identify abnormal medical findings without needing to recall clinical reference ranges. As lab results and vital signs are entered into the system, they are automatically compared against established normal ranges. Any values that fall outside these thresholds are visually flagged in red within the reporting interface, drawing immediate attention to potential concerns.

This intelligent alerting system takes the guesswork out of reviewing complex medical data. Whether it's an elevated heart rate, a critically low oxygen saturation, or abnormal lab values like elevated creatinine or low hemoglobin, the system highlights these anomalies for quick identification. By surfacing abnormal results automatically, the feature helps ensure nothing is overlooked and allows legal teams to focus on interpreting the clinical relevance of these findings—rather than manually scanning and cross-referencing each value. This streamlines case preparation and strengthens the ability to identify patterns of negligence, delayed treatment, or undiagnosed conditions.

Our Graphical Data Charts feature provides an intuitive visual representation of vital signs and lab results over time, offering a powerful alternative to reviewing raw data. While some users prefer to analyze numerical values directly, others benefit from seeing how trends develop visually. To accommodate both preferences, the reporting system automatically generates interactive charts for key metrics such as oxygen saturation, heart rate, blood pressure, white blood cell count, and more.

These charts display the full span of medical record data entered for each relevant category, making it easy to identify patterns, fluctuations, or sudden changes at a glance. For example, a gradual decline in oxygen levels or a spike in white blood cell count is immediately apparent when viewed graphically—helping legal professionals correlate clinical events with outcomes and timelines. This visual context enhances the review process, supports case strategy, and provides compelling evidence when communicating findings to experts, courts, or clients.