Product / Cases
The container for the whole matter.
Each case record holds everything a file touches — parties, court, documents, tasks, deadlines, and communications — so nothing floats outside the matter it belongs to.
Everything belongs to the case.
A case record carries the matter name and number, the court, judge, and jurisdiction, party roles, assigned attorneys and staff, key dates, status, and practice area — with every person and organization involved linked from Contacts.
Calendar events, messages, tasks, documents, notes, and billing entries all tie back to the case. From one screen you can see the next hearing, what was filed, who last spoke to the client, which tasks are overdue, and the current balance.
Nothing floats
If it belongs to a case, it is stored under that case. Fewer missed messages, fewer lost files.
Run the whole workflow
Intake, drafting, filing, communication, and billing all operate from one centralized case view.
The current state, at a glance
Status, deadlines, and balance are visible without searching a second system.
