Cases
Open cases, organize the work, and keep everything in one place.
8 articles
The Case PageA tour of everything on a case, the sections that make up the page and what each one is for.
Conflict ChecksRun a full conflict screen on a lead or case: a generated report on every connected person, with a sign-off from each legal professional in your firm.
Events & DeadlinesDates that matter to a record: court deadlines calculated from rules, hearings, and personal dates, all on your calendar.
ExpensesCosts charged to a case (filing fees, postage, expert costs), tracked with receipts and billed on the client's invoice.
Notes & AttachmentsNotes and files kept with a record, part of the client's case file unless you exclude them.
ParticipantsEveryone involved in a lead or case and their role in it: legal roles like opposing party or judge, and family relationships when they matter to the case.
Private CommentsInter-office notes for your team: never part of the client's case file, and never visible in the client portal.
Red FlagsThe objective client-risk assessment behind your take-on and withdrawal decisions. A checklist of risk factors scored into a single number, which also rates which marketing campaigns bring good clients.