All features

Everything a modern firm needs.

A complete platform for managing cases, clients, and team — with automatic transparency for the client.

Active cases dashboard

Module 01

Every open case in a single view. Sort by client, urgency, deadline, status, type, or last activity. Filter once and bookmark — the dashboard remembers how each lawyer prefers to work.

Smart triageSee what needs you today, this week, this month.
Live statusReal-time chips: urgent, due, in-review, on track.
Saved viewsOne dashboard per partner, paralegal, or team.
Search 38 cases…UrgentThis weekMy cases
Almasi v. Northbridge#L-2841
High
Tue 10:30
Hearing
YMRS
Salim Capital — Series B#L-2839
Med
Thu EOD
Closing
LK

Clients directory

Module 02

A premium contact system built for legal work. Each profile holds identity documents, commercial registration, point-of-contact, retainer notes, and the full history of cases — individuals and companies treated as first-class entities.

Two profile typesIndividual ID or company registration, with custom fields.
360° historyEvery case, file, and update tied to the client.
Privacy by defaultSensitive fields encrypted and access-logged.
AH
Almasi Holdings
Company · CR-9924-A
4 cases32 files12 sessions
LH
Layla Hadid
Individual · ID verified
2 cases8 files3 sessions
TI
Tarek Industries
Company · CR-7741-T
7 cases54 files21 sessions
SC
Salim Capital
Company · CR-2218-S
3 cases26 files9 sessions

Case timeline

Module 03

Every action on a case lands on a chronological feed: meetings, files, submissions, deadlines, status changes. Each entry is tagged as internal-only or client-visible, so transparency is always intentional.

Clear visibilityInternal vs client-facing, always labeled.
Draft updatesReview before publishing to the client portal.
Audit trailEvery action stamped with author and time.
Today, 10:42 · Layla K. · Client-visible
Hearing brief #3 published
Yesterday · Yusuf M. · Internal note
Counter-argument draft attached
2 days ago · Client-visible
Status changed: Review → Active

Calendar & deadlines

Module 04

A unified calendar for hearings, submissions, recurring meetings, and client sessions. The weekly view shows what needs your attention now; the monthly view shows where the big rocks fall.

Five event typesMeetings, hearings, sessions, submissions, recurring.
Smart conflict alertsKnows about court hours, holidays, and travel.
Two-way syncGoogle, Outlook, Apple — already connected.
5
6 today
7
Hearing
8
Submission
9
10
11
Session

AI insights

Module 05

A practical assistant that reads your cases, watches your calendar, and suggests what matters this week. It drafts client-friendly updates from your messy notes, summarizes status, and flags missing actions before they become problems.

Weekly prioritiesWhat needs your attention, ranked.
Status summariesEvery case in two sentences.
Risk & gap detectionMissing filings, unclosed loops.
Weekly priorities

You have 2 hearings, 3 submissions, and 4 client updates due this week. Highest risk: Almasi v. Northbridge — counter-brief still unfiled.

Polished reports

Module 06

Generate beautiful, branded reports clients actually want to read. Pull from your case timeline, attach files, write a summary, and publish — no design work, no separate tools.

Auto-generatedPull progress straight from the timeline.
BrandedYour firm's logo and colors throughout.
One-click publishLands in the client portal instantly.
Almasi Holdings · Q2 progress report

Hearing brief #3 — counter-argument complete

In the second quarter, the case advanced through three procedural milestones. Submissions for the appellate division were filed on April 18, with counter-arguments accepted on May 2. Next hearing is scheduled for May 7 at 10:30…

Published3 attachments

File management

Module 07

Three visibility levels keep every document where it belongs: files received from the client, files shared with the client, and internal-only documents your firm sees but the client never does. Mistakes don't happen by accident.

Three layersFrom client · To client · Internal only.
VersionedEdit history, signatures, and rollback.
SearchableFull-text and metadata, across every case.
From client
12 files
Last: 2h ago
Shared with client
8 files
Last: yesterday
Internal only
22 files
Last: 12 min ago

Automated client updates

Module 08

Type rough notes after a hearing. Muhammi turns them into a clean, branded update for the client — written in plain language, free of jargon, ready to send. You review, approve, and the portal does the rest.

From notes to updateRough text in, polished update out.
Approval flowDraft → review → publish, every time.
Never silentClients always know where things stand.
Your notes
hrng went well, judge accepted exhibit B, opp counsel pushed back on dmgs but we held. next: file 3rd brief by friday.
Client-ready update
Today's hearing went well — the judge accepted Exhibit B. Counsel's challenge to the damages claim was unsuccessful. We will file the third brief by Friday.

Team collaboration

Module 09

Roles for partners, associates, paralegals, and admins. Internal notes that never reach the client. Mentions, assignments, and a complete audit trail across every case.

Role-based accessPartner sees all; intern sees scoped.
Internal threadsDiscuss the case, hidden from the client.
Audit trailWho did what, when, on every case.
YM
Yusuf M. assigned the brief draft to Layla K. · 8 min ago
RS
Reem S. left an internal note on #L-2841 · 22 min ago
LK
Layla K. uploaded Counter-brief v2.docx · 1h ago

Branded client portal

Module 10

A clean, premium experience for the client side. Your firm's logo, your firm's colors, your firm's voice. The client logs in to a portal that feels like it was built for them — because it was.

White-labelYour brand front and center, always.
Self-serviceReports, files, calendar — all available 24/7.
Reassuring by designClear progress, no anxious follow-ups.
N&P
Northfield & Partners
Client portal · Almasi Holdings

Welcome back, Almasi Holdings.

Your case is on track. The next hearing is Tuesday, May 7 at 10:30. New report available.

Search 38 cases…UrgentThis weekBy clientMy cases+ filter
Almasi v. Northbridge Holdings#L-2841 · Almasi Holdings
High
Tue · 10:30
Hearing
YMRS
Salim Capital — Series B closing#L-2839 · Salim Capital
Med
Thu · EOD
Closing
LK
Hadid Family Trust — Estate#L-2837 · Layla Hadid
Med
Mon · 14:00
In review
RS
Tarek Industries — IP filing#L-2835 · Tarek Industries
Low
May 22
On track
YM
Northfield Acquisition — DD#L-2833 · Northfield Group
Low
Jun 04
Active
LKRS
Almasi v. Northbridge Holdings
In progress
✓ Filed
✓ Discovery
● Hearings
Resolution
Recent updatesView all
Hearing brief #3 publishedToday, 10:42 · From Northfield & Partners
Status: hearings phase2 days ago · Auto-published
📎
2 files added to your case3 days ago
Shared filesOpen vault
PDF
Hearing brief #3.pdfToday · 1.2 MB
PDF
Q2 progress report.pdf3 days ago · 2.4 MB
DOC
Statement of facts.docx1 week ago · 86 KB
Next stepsFrom your lawyer
Tuesday's hearing will focus on the counter-brief filed last week. You don't need to attend in person — we'll publish a summary report by Wednesday morning. If anything changes, you'll be notified here first.
04 — The value

Sharper operations.
A premium client experience.

For firms

Run the firm like a product.

Prioritize cases by urgency, coordinate the team, and stop chasing files across email.

One source of truth.

Cases, deadlines, and files in one workspace.

Prioritized by urgency.

See what needs you today and this week.

Automate the follow-ups.

Updates and reminders ship on their own.

Team coordination.

Roles, assignments, and a full audit trail.

Polished delivery.

Your firm shows up organized and intentional.

For clients

Follow your case with clarity.

A branded portal that shows progress — without phone calls or guessing.

Stay informed.

Status, hearings, and next steps in plain language.

Reports on demand.

Polished progress reports, ready anytime.

Files in one place.

Everything shared with you, searchable.

Calendar at a glance.

Every important date in one view.

A premium experience.

Your firm's brand from start to finish.

Ready when you are

A sharper edge for your firm.
A premium experience for your clients.

A 25-minute demo, tailored to your practice.