How it works
Case Intake & Workflow Automation
Digitize case intake forms for fast, error-free onboarding
Assign tasks automatically to the right paralegal or attorney
Track milestones from default notice to resolution
Built-in state-level milestones and events for jurisdiction-specific workflows
Investor Reporting Made Simple
Pre-built templates for monthly, quarterly, and ad-hoc investor reports
Auto-pull financials and case updates from integrated systems
Share securely through dedicated investor portals
Portfolio Analytics
Visualize your full case pipeline with real-time dashboards
Monitor attorney productivity and resource allocation
Identify trends that improve settlement outcomes and recovery rates
Analyze performance across states with jurisdiction-specific timelines
Compliance & Audit Ready
Maintain a complete audit trail of every action taken
Store documents securely with role-based access control
Built-in alerts for key regulatory deadlines
Track state-mandated events and filings to ensure timely compliance
Contact us
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