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AI phone receptionist · missed-call text-back · chatbot · lead capture · review replies
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Notes Summarized
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Days in Trial
Your Tools
Matter Assistant
Ask about any matter or get an instant status briefing — grounded in that matter's own data (stage, trust ledger, documents, client messages). Never invents facts.
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Inbound Inquiry Triage
Paste an after-hours message, voicemail, or email. CaseFile structures it into a matter summary, flags parties to conflict-check, and recommends whether to take it — for your review.
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Client Communication AI
Draft status updates, document requests, settlement explanations, and next-steps letters in plain English — in your voice, in 60 seconds.
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Demand Letter Generator
Draft a formal demand letter to an opposing party or insurer — liability, damages, and a dated demand — for your review and signature.
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Intake Form Builder
Generate a complete intake questionnaire for any practice area and state. 40+ areas supported.
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Case Note Summarizer
Paste raw call notes. Get a structured summary with Facts, Issues, Action Items, and Deadlines.
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Review Bot
Generate personalized review requests for Google, Avvo, and Martindale after matter close.
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Case Organizer
Upload documents or sync a whole folder. AI auto-renames to ABA convention, spots issues, flags missing details, suggests case law, and builds a lifecycle checklist.
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Trust & Billing Ledger
Record trust deposits, fee charges, and refunds per matter; see the running balance; print a client statement. Entries appear in the client's portal.
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More Tools
📊 Matter Pipeline
👥 Clients & Conflict Check
📅 Deadline Extractor
⏰ SOL Deadline Calculator
🧠 AI Activity
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