Product · built for the solo practitioner

Every tool. Zero billable-hour leakage.

Eight tools that replace your yellow legal pads, intake spreadsheet, calendar reminders, and the three browser tabs of document templates you keep open all day.

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Core features

Everything a solo attorney actually needs.

Purpose-built for the practitioner who is the lawyer, the paralegal, and the receptionist — all before noon.

AI Brief Generator
Enter jurisdiction, case type, key facts, and controlling precedents. Get an IRAC-structured first draft in under 60 seconds. You review, edit, file. Includes ABA-required "not legal advice" disclaimer on all AI output.
Matter Templates
Reusable matter workflows for Personal Injury, Family Law, Criminal Defense, Estate Planning, Business Formation, Landlord-Tenant, Immigration, and more. Tasks, deadlines, and document checklists pre-loaded.
Matter Milestones
Visual stage tracker: Intake → Engagement → Discovery → Motions → Negotiation → Resolution. One glance shows every matter's current phase and next deadline.
Intake Drip
Automated 7-touch email and SMS sequence for new inquiries. Nurtures leads from first contact to signed retainer while you're in court. ABA 7.3-compliant — no prohibited solicitation language.
Client Roster
Your client command center: matter count, last contact, and intake status on one screen — plus a conflict-check workflow that scans your existing matters before you open a new one.
Case Notes
Time-stamped, searchable notes per matter. Voice-to-text ready. Attorney work product protected — never shared outside your account. AI can summarize a thread of notes into a case status memo.
After-Hours Intake AI
Orbit answers your inquiry line at 11pm, qualifies the caller, captures facts, and drops a structured intake into your CaseFile dashboard. You review in the morning. No more missed leads.
Pipeline Dashboard
See every matter by stage and your intake conversion at a glance — know your book's health without running a report.
ABA compliance built in

Rule-aware from day one.

Rule 1.1 — Competence
AI output is always presented as a draft requiring attorney review. CaseFile never files, sends, or publishes on your behalf without your explicit approval.
Rule 1.6 — Confidentiality
Your matter data is encrypted at rest and in transit. Client information is never used to train AI models. Data processing agreement available on request. Security overview →
Rule 5.3 — Supervision
Every AI action is logged with a timestamp, model version, and prompt. Full audit trail available for each matter. You remain supervising attorney of record for all AI-assisted work.
Disclaimer: CaseFile is practice management software, not a law firm. AI-generated content does not constitute legal advice and does not create an attorney-client relationship. All AI output requires attorney review before use. CaseFile is not a substitute for professional legal judgment.
Pain relief

The problems we actually solve.

Drafting a motion from scratch takes 4 hours
Brief Generator delivers an IRAC draft in 60 seconds. You polish in 30 minutes.
Leads inquire at 11pm, you miss them by morning
Orbit captures every inquiry, qualifies, and files a structured intake before dawn.
Matter status lives in your head — dangerous
Matter Milestones shows every case stage at a glance. Nothing falls through.
New client could be a conflict — you find out late
A conflict-check step scans your existing matters before you open a new client record.
Intake forms get abandoned, retainers never signed
7-touch Intake Drip keeps leads warm and guides them to the retainer automatically.
You start each matter rebuilding the same task list
Matter Templates give every PI, family, or estate matter a ready-made workflow in one click.

Ready to reclaim your evenings?

14-day free trial. Cancel anytime. Setup takes 8 minutes.

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