Solutions by practice area

Legal Case Manager adapts to how your team works — compliant client onboarding and matter intake configured for your practice area.

Home—Solutions

Choose your practice area

One platform, tailored to every kind of matter

Onboard buyers and sellers, capture source of funds and clear ID checks before you open the file.

Sensitive, confidential onboarding for divorce, children and financial matters — with strict need-to-know access.

Collect documents, verify identity and manage high-volume immigration caseloads with confidence.

Compassionate onboarding for private-client work — from will instructions to estate administration.

Fast, structured intake for PI claims — capture the incident, evidence and funding from day one.

Onboard claimants and respondents, manage tribunal deadlines and keep documents in order.

KYC on corporate clients, verify beneficial owners and onboard business matters cleanly.

Onboard parties, run conflict checks and keep a defensible record across contentious matters.